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Key Financial Inc’s WD-40 WDFC Stock Holding History

Key Financial Inc’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 		$5.36K Hold
22
– – ﹤0.01% 1010
2026
Q1 		$4.49K Hold
22
– – ﹤0.01% 1052
2025
Q4 		$4.33K Hold
22
– – ﹤0.01% 1061
2025
Q3 		$4.3K Hold
22
– – ﹤0.01% 1071
2025
Q2 		$5.02K Hold
22
– – ﹤0.01% 1036
2025
Q1 		$5.37K Hold
22
– – ﹤0.01% 981
2024
Q4 		$5.34K Hold
22
– – ﹤0.01% 968
2024
Q3 		$5.67K Hold
22
– – ﹤0.01% 947
2024
Q2 		$4.83K Hold
22
– – ﹤0.01% 969
2024
Q1 		$5.57K Hold
22
– – ﹤0.01% 910
2023
Q4 		$5.26K Hold
22
– – ﹤0.01% 912
2023
Q3 		$4.47K Hold
22
– – ﹤0.01% 949
2023
Q2 		$4.15K Buy
+22
New +$4.16K ﹤0.01% 998

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Key Financial Inc's WDFC Position: Q2 2026 in Review

Key Financial Inc held its WD-40 (WDFC) position steady in Q2 2026 at 22 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Key Financial Inc first reported a position in WDFC in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.67K in Q3 2024. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Key Financial Inc held 22 shares of WD-40 worth $5.36K as of Q2 2026.
  • Key Financial Inc left its WD-40 share count unchanged in Q2 2026.
  • WD-40 made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1010 holding.
  • Key Financial Inc first reported a position in WD-40 in Q2 2023 and has held it in 13 quarters since.
  • Key Financial Inc's WD-40 position peaked at $5.67K in Q3 2024.
  • 387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.