Occudo Quantitative Strategies’s WD-40 WDFC Stock Holding History

Occudo Quantitative Strategies’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	$377K	Buy	1,797 +565	+46%	+$126K	0.02%	540
2025 Q4	$243K	Hold	1,232	–	–	0.02%	547
2025 Q3	$243K	Buy	+1,232	New	+$267K	0.03%	543
2025 Q2	–	Sell	-4,504	Closed	-$1.09M	–	924
2025 Q1	$1.09M	Buy	+4,504	New	+$1.06M	0.14%	205
2023 Q3	–	Sell	-5,919	Closed	-$1.12M	–	1340
2023 Q2	$1.12M	Sell	5,919 -724	-11%	-$137K	0.12%	296
2023 Q1	$1.18M	Sell	6,643 -827	-11%	-$143K	0.11%	281
2022 Q4	$1.2M	Buy	+7,470	New	+$1.25M	0.14%	232

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

Occudo Quantitative Strategies's WDFC Position: Q1 2026 in Review

Occudo Quantitative Strategies increased its WD-40 (WDFC) stake by 46% in Q1 2026, buying an estimated $126K and bringing the position to 1,797 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #540.

Occudo Quantitative Strategies first reported a position in WDFC in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2022. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

Occudo Quantitative Strategies held 1,797 shares of WD-40 worth $377K as of Q1 2026.
Occudo Quantitative Strategies bought 565 WD-40 shares in Q1 2026, an estimated $126K.
WD-40 made up 0.02% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #540 holding.
Occudo Quantitative Strategies first reported a position in WD-40 in Q4 2022 and has held it in 7 quarters since.
Occudo Quantitative Strategies's WD-40 position peaked at $1.2M in Q4 2022.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.