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McMorgan & Co’s Valvoline VVV Stock Holding History

McMorgan & Co’s Portfolio VVV Stock Details VVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$223K Buy
+5,646
New +$196K 0.03% 32
2026
Q1 		– Sell
-7,531
Closed -$219K – 48
2025
Q4 		$219K Sell
7,531
-47,648
-86% -$1.53M 0.04% 42
2025
Q3 		$1.98M Buy
+55,179
New +$2.11M 0.31% 37

Other funds holding VVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

McMorgan & Co's VVV Position: Q2 2026 in Review

McMorgan & Co opened a new position in Valvoline (VVV) in Q2 2026: 5,646 shares worth $223K. The stake represents 0.03% of the portfolio and ranks #32 among its holdings. This is a return to the name: McMorgan & Co previously reported a position in VVV as recently as Q4 2025.

McMorgan & Co first reported a position in VVV in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.98M in Q3 2025. 451 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • McMorgan & Co held 5,646 shares of Valvoline worth $223K as of Q2 2026.
  • Valvoline was a new McMorgan & Co position in Q2 2026.
  • Valvoline made up 0.03% of McMorgan & Co's portfolio in Q2 2026, its #32 holding.
  • McMorgan & Co first reported a position in Valvoline in Q3 2025 and has held it in 3 quarters since.
  • McMorgan & Co's Valvoline position peaked at $1.98M in Q3 2025.
  • 451 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on McMorgan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.