Evergreen Capital Management
WDFC icon

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
Q3 		– Sell
-1,019
Closed -$248K – 1597
2026
Q2 		$248K Sell
1,019
-339
-25% -$72.6K ﹤0.01% 1341
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

Geode Capital Management
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Dimensional Fund Advisors
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Evergreen Capital Management's WDFC Position: Q3 2026 in Review

Evergreen Capital Management sold out of WD-40 (WDFC) in Q3 2026, closing a stake of 1,019 shares — an estimated $248K sold.

Evergreen Capital Management first reported a position in WDFC in Q1 2021 and held it in 13 quarters. The position peaked at $280K in Q1 2025. 151 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

  • Evergreen Capital Management reported no remaining WD-40 position as of Q3 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 1,019 WD-40 shares in Q3 2026, an estimated $248K.
  • Evergreen Capital Management first reported a position in WD-40 in Q1 2021 and held it in 13 quarters.
  • Evergreen Capital Management's WD-40 position peaked at $280K in Q1 2025.
  • 151 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.