L.M. Kohn & Company’s WD-40 WDFC Stock Holding History

L.M. Kohn & Company’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 Q3	–	Sell	-3,107	Closed	-$709K	–	278
2025 Q2	$709K	Sell	3,107 -26	-0.8%	-$6.12K	0.19%	105
2025 Q1	$764K	Sell	3,133 -1,775	-36%	-$420K	0.2%	109
2024 Q4	$1.19M	Sell	4,908 -80	-2%	-$21.3K	0.31%	59
2024 Q3	$1.29M	Hold	4,988	–	–	0.33%	61
2024 Q2	$1.1M	Sell	4,988 -50	-1%	-$11.6K	0.3%	63
2024 Q1	$1.28M	Sell	5,038 -16	-0.3%	-$4.14K	0.36%	54
2023 Q4	$1.21M	Hold	5,054	–	–	0.39%	55
2023 Q3	$1.03M	Hold	5,054	–	–	0.37%	57
2023 Q2	$953K	Hold	5,054	–	–	0.36%	65
2023 Q1	$900K	Sell	5,054 -700	-12%	-$121K	0.37%	58
2022 Q4	$928K	Sell	5,754 -617	-10%	-$103K	0.43%	58
2022 Q3	$1.12M	Sell	6,371 -639	-9%	-$119K	0.55%	42
2022 Q2	$1.41M	Sell	7,010 -235	-3%	-$43.9K	0.66%	34
2022 Q1	$1.33M	Buy	+7,245	New	+$1.55M	0.51%	43

Other funds holding WDFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return