Evergreen Capital Management’s WD-40 WDFC Stock Holding History

Evergreen Capital Management’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	$277K	Sell	1,358 -38	-3%	-$8.48K	0.01%	1179
2025 Q4	$275K	Buy	1,396 +172	+14%	+$33.9K	0.01%	1097
2025 Q3	$242K	Buy	1,224 +249	+26%	+$53.9K	0.01%	1125
2025 Q2	$222K	Sell	975 -172	-15%	-$40.5K	0.01%	974
2025 Q1	$280K	Buy	1,147 +132	+13%	+$31.2K	0.01%	790
2024 Q4	$246K	Buy	1,015 +31	+3%	+$8.26K	0.01%	848
2024 Q3	$254K	Sell	984 -16	-2%	-$4.01K	0.01%	802
2024 Q2	$220K	Sell	1,000 -51	-5%	-$11.8K	0.01%	808
2024 Q1	$266K	Buy	1,051 +75	+8%	+$19.4K	0.01%	679
2023 Q4	$233K	Buy	+976	New	+$218K	0.01%	703
2022 Q1	–	Sell	-828	Closed	-$203K	–	684
2021 Q4	$203K	Buy	+828	New	+$193K	0.01%	597
2021 Q2	–	Sell	-687	Closed	-$210K	–	558
2021 Q1	$210K	Buy	+687	New	+$208K	0.01%	470

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

Evergreen Capital Management's WDFC Position: Q1 2026 in Review

Evergreen Capital Management reduced its WD-40 (WDFC) stake by 2.7% in Q1 2026, selling an estimated $8.48K and leaving 1,358 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #1179.

Evergreen Capital Management first reported a position in WDFC in Q1 2021 and has held it in 12 quarters since. The position peaked at $280K in Q1 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

Evergreen Capital Management held 1,358 shares of WD-40 worth $277K as of Q1 2026.
Evergreen Capital Management sold 38 WD-40 shares in Q1 2026, an estimated $8.48K.
WD-40 made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1179 holding.
Evergreen Capital Management first reported a position in WD-40 in Q1 2021 and has held it in 12 quarters since.
Evergreen Capital Management's WD-40 position peaked at $280K in Q1 2025.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.