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Pinnacle Wealth Planning Services’s WD-40 WDFC Stock Holding History

Pinnacle Wealth Planning Services’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 		$91.9K Buy
377
+83
+28% +$17.8K 0.01% 918
2026
Q1 		$60K Buy
294
+91
+45% +$20.3K 0.01% 1096
2025
Q4 		$40K Buy
+203
New +$40K ﹤0.01% 1359
2021
Q1 		– Sell
-94
Closed -$25K – 1933
2020
Q4 		$25K Buy
+94
New +$22.8K 0.01% 1078

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Wealth Planning Services's WDFC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its WD-40 (WDFC) stake by 28% in Q2 2026, buying an estimated $17.8K and bringing the position to 377 shares worth $91.9K. The position accounts for 0.01% of the portfolio, ranked #918.

Pinnacle Wealth Planning Services first reported a position in WDFC in Q4 2020 and has held it in 4 quarters since. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 377 shares of WD-40 worth $91.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 83 WD-40 shares in Q2 2026, an estimated $17.8K.
  • WD-40 made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #918 holding.
  • Pinnacle Wealth Planning Services first reported a position in WD-40 in Q4 2020 and has held it in 4 quarters since.
  • 387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.