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RNC Capital Management’s Western Digital WDC Stock Holding History

RNC Capital Management’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3M Sell
4,692
-600
-11% -$292K 0.12% 68
2026
Q1 		$1.43M Hold
5,292
– – 0.06% 89
2025
Q4 		$912K Hold
5,292
– – 0.04% 103
2025
Q3 		$635K Sell
5,292
-200
-4% -$16.3K 0.03% 114
2025
Q2 		$351K Sell
5,492
-400
-7% -$19K 0.02% 146
2025
Q1 		$238K Sell
5,892
-2,935
-33% -$139K 0.01% 157
2024
Q4 		$398K Sell
8,827
-92,248
-91% -$4.64M 0.02% 125
2024
Q3 		$5.79M Hold
101,075
– – 0.32% 50
2024
Q2 		$5.79M Sell
101,075
-15,058
-13% -$835K 0.32% 50
2024
Q1 		$5.99M Sell
116,133
-16,900
-13% -$740K 0.34% 53
2023
Q4 		$5.27M Buy
133,033
+3,707
+3% +$130K 0.32% 49
2023
Q3 		$4.46M Sell
129,326
-6,026
-4% -$190K 0.28% 50
2023
Q2 		$3.88M Buy
135,352
+21,406
+19% +$595K 0.21% 63
2023
Q1 		$3.24M Buy
113,946
+52,642
+86% +$1.54M 0.18% 71
2022
Q4 		$1.46M Buy
61,304
+28,552
+87% +$753K 0.08% 96
2022
Q3 		$806K Sell
32,752
-1,171
-3% -$38.9K 0.05% 109
2022
Q2 		$1.15M Sell
33,923
-562
-2% -$22.6K 0.07% 105
2022
Q1 		$1.29M Buy
34,485
+29,006
+529% +$1.19M 0.07% 105
2021
Q4 		$270K Sell
5,479
-747
-12% -$32.5K 0.01% 164
2021
Q3 		$266K Hold
6,226
– – 0.01% 155
2021
Q2 		$335K Sell
6,226
-112
-2% -$6.06K 0.02% 139
2021
Q1 		$320K Sell
6,338
-75,868
-92% -$3.55M 0.02% 128
2020
Q4 		$3.44M Sell
82,206
-4,640
-5% -$154K 0.21% 73
2020
Q3 		$2.4M Sell
86,846
-41,813
-32% -$1.24M 0.17% 71
2020
Q2 		$4.29M Buy
128,659
+15,140
+13% +$490K 0.31% 54
2020
Q1 		$3.57M Buy
113,519
+60,508
+114% +$2.68M 0.3% 49
2019
Q4 		$2.54M Sell
53,011
-322
-0.6% -$13.4K 0.16% 72
2019
Q3 		$2.4M Sell
53,333
-3,393
-6% -$145K 0.17% 68
2019
Q2 		$2.04M Buy
56,726
+549
+1% +$18.8K 0.14% 72
2019
Q1 		$2.04M Buy
+56,177
New +$1.92M 0.14% 68

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RNC Capital Management's WDC Position: Q2 2026 in Review

RNC Capital Management reduced its Western Digital (WDC) stake by 11% in Q2 2026, selling an estimated $292K and leaving 4,692 shares worth $3M. The position accounts for 0.12% of the portfolio, ranked #68.

RNC Capital Management first reported a position in WDC in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.99M in Q1 2024. 1,847 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • RNC Capital Management held 4,692 shares of Western Digital worth $3M as of Q2 2026.
  • RNC Capital Management sold 600 Western Digital shares in Q2 2026, an estimated $292K.
  • Western Digital made up 0.12% of RNC Capital Management's portfolio in Q2 2026, its #68 holding.
  • RNC Capital Management first reported a position in Western Digital in Q1 2019 and has held it in 30 quarters since.
  • RNC Capital Management's Western Digital position peaked at $5.99M in Q1 2024.
  • 1,847 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on RNC Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.