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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

McDonald Partners's WDFC Position: Q1 2026 in Review

McDonald Partners held its WD-40 (WDFC) position steady in Q1 2026 at 5,667 shares worth $1.16M. The position accounts for 0.27% of the portfolio, ranked #96.

McDonald Partners first reported a position in WDFC in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.24M in Q1 2021. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

McDonald Partners held 5,667 shares of WD-40 worth $1.16M as of Q1 2026.
McDonald Partners left its WD-40 share count unchanged in Q1 2026.
WD-40 made up 0.27% of McDonald Partners's portfolio in Q1 2026, its #96 holding.
McDonald Partners first reported a position in WD-40 in Q4 2020 and has held it in 21 quarters since.
McDonald Partners's WD-40 position peaked at $2.24M in Q1 2021.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.