KWMG
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King Wealth Management Group’s WD-40 WDFC Stock Holding History

King Wealth Management Group’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
2025
Q2 		– Sell
-831
Closed -$203K – 164
2025
Q1 		$203K Sell
831
-29
-3% -$6.85K 0.03% 152
2024
Q4 		$209K Sell
860
-117
-12% -$31.2K 0.03% 146
2024
Q3 		$252K Hold
977
– – 0.04% 125
2024
Q2 		$215K Sell
977
-25
-2% -$5.78K 0.04% 131
2024
Q1 		$254K Sell
1,002
-109
-10% -$28.2K 0.04% 125
2023
Q4 		$266K Sell
1,111
-33
-3% -$7.37K 0.05% 115
2023
Q3 		$232K Buy
1,144
+1
+0.1% +$214 0.05% 130
2023
Q2 		$216K Sell
1,143
-25
-2% -$4.72K 0.04% 135
2023
Q1 		$208K Buy
+1,168
New +$202K 0.05% 134
2022
Q4 		– Sell
-1,317
Closed -$231K – 158
2022
Q3 		$231K Hold
1,317
– – 0.06% 127
2022
Q2 		$265K Buy
1,317
+1
+0.1% +$187 0.06% 127
2022
Q1 		$241K Hold
1,316
– – 0.05% 152
2021
Q4 		$322K Hold
1,316
– – 0.06% 137
2021
Q3 		$305K Hold
1,316
– – 0.06% 138
2021
Q2 		$337K Hold
1,316
– – 0.07% 127
2021
Q1 		$403K Sell
1,316
-165
-11% -$50K 0.09% 111
2020
Q4 		$393K Sell
1,481
-136
-8% -$32.9K 0.09% 109
2020
Q3 		$306K Buy
1,617
+1
+0.1% +$196 0.08% 118
2020
Q2 		$321K Hold
1,616
– – 0.09% 109
2020
Q1 		$325K Sell
1,616
-155
-9% -$29.2K 0.14% 91
2019
Q4 		$344K Buy
1,771
+533
+43% +$100K 0.09% 101
2019
Q3 		$227K Buy
+1,238
New +$223K 0.07% 125

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

King Wealth Management Group's WDFC Position: Q2 2025 in Review

King Wealth Management Group sold out of WD-40 (WDFC) in Q2 2025, closing a stake of 831 shares — an estimated $203K sold.

King Wealth Management Group first reported a position in WDFC in Q3 2019 and held it in 22 quarters. The position peaked at $403K in Q1 2021. 379 funds tracked by Wall St. Rank hold WDFC as of Q2 2025.

  • King Wealth Management Group reported no remaining WD-40 position as of Q2 2025 after selling out during the quarter.
  • King Wealth Management Group sold 831 WD-40 shares in Q2 2025, an estimated $203K.
  • King Wealth Management Group first reported a position in WD-40 in Q3 2019 and held it in 22 quarters.
  • King Wealth Management Group's WD-40 position peaked at $403K in Q1 2021.
  • 379 funds tracked by Wall St. Rank held WD-40 as of Q2 2025.

Based on King Wealth Management Group's 13F filing for Q2 2025, filed 8 Aug 2025.