McDonald Partners’s WD-40 WDFC Stock Holding History

McDonald Partners’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	$1.35M	Sell	5,521 -146	-3%	-$31.3K	0.33%	87
2026 Q1	$1.16M	Hold	5,667	–	–	0.27%	96
2025 Q4	$1.12M	Sell	5,667 -225	-4%	-$44.4K	0.35%	75
2025 Q3	$1.16M	Sell	5,892 -25	-0.4%	-$5.42K	0.35%	76
2025 Q2	$1.35M	Hold	5,917	–	–	0.32%	89
2025 Q1	$1.44M	Hold	5,917	–	–	0.38%	80
2024 Q4	$1.44M	Sell	5,917 -425	-7%	-$113K	0.37%	84
2024 Q3	$1.64M	Sell	6,342 -425	-6%	-$107K	0.41%	73
2024 Q2	$1.49M	Sell	6,767 -36	-0.5%	-$8.32K	0.4%	73
2024 Q1	$1.72M	Hold	6,803	–	–	0.47%	63
2023 Q4	$1.63M	Sell	6,803 -300	-4%	-$67K	0.48%	60
2023 Q3	$1.44M	Hold	7,103	–	–	0.47%	64
2023 Q2	$1.34M	Hold	7,103	–	–	0.41%	76
2023 Q1	$1.26M	Buy	7,103 +25	+0.4%	+$4.32K	0.41%	76
2022 Q4	$1.14M	Sell	7,078 -25	-0.4%	-$4.17K	0.39%	77
2022 Q3	$1.25M	Sell	7,103 -100	-1%	-$18.7K	0.48%	63
2022 Q2	$1.45M	Hold	7,203	–	–	0.37%	80
2022 Q1	$1.32M	Buy	+7,203	New	+$1.54M	0.29%	105
2021 Q4	–	Sell	-7,203	Closed	-$1.67M	–	725
2021 Q3	$1.67M	Sell	7,203 -110	-2%	-$26.4K	0.39%	74
2021 Q2	$1.87M	Hold	7,313	–	–	0.44%	65
2021 Q1	$2.24M	Sell	7,313 -50	-0.7%	-$15.2K	0.58%	48
2020 Q4	$1.96M	Buy	+7,363	New	+$1.78M	0.55%	54

Other funds holding WDFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

McDonald Partners's WDFC Position: Q2 2026 in Review

McDonald Partners reduced its WD-40 (WDFC) stake by 2.6% in Q2 2026, selling an estimated $31.3K and leaving 5,521 shares worth $1.35M. The position accounts for 0.33% of the portfolio, ranked #87.

McDonald Partners first reported a position in WDFC in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.24M in Q1 2021. 386 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

McDonald Partners held 5,521 shares of WD-40 worth $1.35M as of Q2 2026.
McDonald Partners sold 146 WD-40 shares in Q2 2026, an estimated $31.3K.
WD-40 made up 0.33% of McDonald Partners's portfolio in Q2 2026, its #87 holding.
McDonald Partners first reported a position in WD-40 in Q4 2020 and has held it in 22 quarters since.
McDonald Partners's WD-40 position peaked at $2.24M in Q1 2021.
386 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.