Rockefeller Capital Management’s WD-40 WDFC Stock Holding History

Rockefeller Capital Management’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	$241K	Buy	1,182 +95	+9%	+$21.2K	﹤0.01%	2382
2025 Q4	$214K	Buy	1,087 +78	+8%	+$15.4K	﹤0.01%	2332
2025 Q3	$199K	Buy	+1,009	New	+$219K	﹤0.01%	2233
2023 Q1	–	Sell	-824	Closed	-$132K	–	3866
2022 Q4	$132K	Sell	824 -39	-5%	-$6.51K	﹤0.01%	1875
2022 Q3	$150K	Buy	863 +19	+2%	+$3.55K	﹤0.01%	1784
2022 Q2	$169K	Buy	844 +761	+917%	+$142K	﹤0.01%	1700
2022 Q1	$14K	Buy	83 +81	+4,050%	+$17.3K	﹤0.01%	2898
2021 Q4	$0	Sell	2 -2	-50%	-$466	﹤0.01%	4004
2021 Q3	$0	Sell	4 -19	-83%	-$4.56K	﹤0.01%	3864
2021 Q2	$5K	Buy	23 +17	+283%	+$4.34K	﹤0.01%	3047
2021 Q1	$1K	Buy	+6	New	+$1.82K	﹤0.01%	3207

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

Rockefeller Capital Management's WDFC Position: Q1 2026 in Review

Rockefeller Capital Management increased its WD-40 (WDFC) stake by 8.7% in Q1 2026, buying an estimated $21.2K and bringing the position to 1,182 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #2382.

Rockefeller Capital Management first reported a position in WDFC in Q1 2021 and has held it in 11 quarters since. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

Rockefeller Capital Management held 1,182 shares of WD-40 worth $241K as of Q1 2026.
Rockefeller Capital Management bought 95 WD-40 shares in Q1 2026, an estimated $21.2K.
WD-40 made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2382 holding.
Rockefeller Capital Management first reported a position in WD-40 in Q1 2021 and has held it in 11 quarters since.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.