Sather Financial Group’s Western Digital WDC Stock Holding History

Sather Financial Group’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	$2.37M	Buy	3,716 +216	+6%	+$105K	0.14%	34
2026 Q1	$947K	Hold	3,500	–	–	0.06%	43
2025 Q4	$603K	Sell	3,500 -6	-0.2%	-$910	0.03%	56
2025 Q3	$421K	Buy	3,506 +6	+0.2%	+$490	0.02%	66
2025 Q2	$224K	Buy	+3,500	New	+$167K	0.01%	105

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sather Financial Group's WDC Position: Q2 2026 in Review

Sather Financial Group increased its Western Digital (WDC) stake by 6.2% in Q2 2026, buying an estimated $105K and bringing the position to 3,716 shares worth $2.37M. The position accounts for 0.14% of the portfolio, ranked #34.

Sather Financial Group first reported a position in WDC in Q2 2025 and has held it in 5 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Sather Financial Group held 3,716 shares of Western Digital worth $2.37M as of Q2 2026.
Sather Financial Group bought 216 Western Digital shares in Q2 2026, an estimated $105K.
Western Digital made up 0.14% of Sather Financial Group's portfolio in Q2 2026, its #34 holding.
Sather Financial Group first reported a position in Western Digital in Q2 2025 and has held it in 5 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Sather Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.