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Evelyn Partners’s WD-40 WDFC Stock Holding History

Evelyn Partners’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
Q2 		$139K Buy
+570
New +$122K ﹤0.01% 288

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Kayne Anderson Rudnick Investment Management
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Vanguard Capital Management
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evelyn Partners's WDFC Position: Q2 2026 in Review

Evelyn Partners opened a new position in WD-40 (WDFC) in Q2 2026: 570 shares worth $139K. The stake represents ﹤0.01% of the portfolio and ranks #288 among its holdings.

361 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Evelyn Partners held 570 shares of WD-40 worth $139K as of Q2 2026.
  • WD-40 was a new Evelyn Partners position in Q2 2026.
  • WD-40 made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #288 holding.
  • 361 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.