CVA Family Office’s WD-40 WDFC Stock Holding History

CVA Family Office’s Portfolio WDFC Stock Details WDFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11K	Buy	54 +4	+8%	+$893	﹤0.01%	959
2025 Q4	$9.85K	Hold	50	–	–	﹤0.01%	798
2025 Q3	$9.88K	Sell	50 -2	-4%	-$433	﹤0.01%	807
2025 Q2	$11.9K	Hold	52	–	–	﹤0.01%	772
2025 Q1	$12.7K	Hold	52	–	–	﹤0.01%	761
2024 Q4	$12.6K	Hold	52	–	–	﹤0.01%	753
2024 Q3	$13.4K	Hold	52	–	–	﹤0.01%	718
2024 Q2	$11.4K	Buy	52 +2	+4%	+$462	﹤0.01%	723
2024 Q1	$12.7K	Hold	50	–	–	﹤0.01%	713
2023 Q4	$12K	Buy	+50	New	+$11.2K	﹤0.01%	696
2023 Q3	–	Sell	-50	Closed	-$9.43K	–	953
2023 Q2	$9.43K	Hold	50	–	–	﹤0.01%	729
2023 Q1	$8.9K	Hold	50	–	–	﹤0.01%	703
2022 Q4	$8.06K	Hold	50	–	–	﹤0.01%	683
2022 Q3	$9K	Hold	50	–	–	﹤0.01%	649
2022 Q2	$10K	Hold	50	–	–	﹤0.01%	646
2022 Q1	$9K	Hold	50	–	–	﹤0.01%	704
2021 Q4	$12K	Hold	50	–	–	﹤0.01%	617
2021 Q3	$9K	Hold	50	–	–	0.01%	306
2021 Q2	$13K	Hold	50	–	–	﹤0.01%	606
2021 Q1	$15K	Hold	50	–	–	0.01%	469
2020 Q4	$13K	Hold	50	–	–	0.01%	288
2020 Q3	$9K	Hold	50	–	–	0.01%	306
2020 Q2	$10K	Hold	50	–	–	0.01%	262
2020 Q1	$10K	Buy	+50	New	+$9.42K	0.01%	241

Other funds holding WDFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CVA Family Office's WDFC Position: Q1 2026 in Review

CVA Family Office increased its WD-40 (WDFC) stake by 8% in Q1 2026, buying an estimated $893 and bringing the position to 54 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

CVA Family Office first reported a position in WDFC in Q1 2020 and has held it in 24 quarters since. The position peaked at $15K in Q1 2021. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

CVA Family Office held 54 shares of WD-40 worth $11K as of Q1 2026.
CVA Family Office bought 4 WD-40 shares in Q1 2026, an estimated $893.
WD-40 made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #959 holding.
CVA Family Office first reported a position in WD-40 in Q1 2020 and has held it in 24 quarters since.
CVA Family Office's WD-40 position peaked at $15K in Q1 2021.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.