Silvia McColl Wealth Management’s WD-40 WDFC Stock Holding History

Silvia McColl Wealth 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 Q2	$977K	Hold	4,012	–	–	0.59%	42
2026 Q1	$818K	Sell	4,012 -5	-0.1%	-$1.12K	0.54%	45
2025 Q4	$791K	Sell	4,017 -52	-1%	-$10.3K	0.53%	47
2025 Q3	$804K	Hold	4,069	–	–	0.54%	43
2025 Q2	$928K	Sell	4,069 -7	-0.2%	-$1.65K	0.67%	38
2025 Q1	$995K	Buy	4,076 +10	+0.2%	+$2.36K	0.75%	33
2024 Q4	$987K	Sell	4,066 -503	-11%	-$134K	0.74%	34
2024 Q3	$1.18M	Hold	4,569	–	–	0.88%	28
2024 Q2	$1M	Hold	4,569	–	–	0.83%	29
2024 Q1	$1.07M	Sell	4,569 -3	-0.1%	-$776	0.91%	26
2023 Q4	$1.09M	Sell	4,572 -42	-0.9%	-$9.38K	0.98%	23
2023 Q3	$938K	Hold	4,614	–	–	0.94%	26
2023 Q2	$870K	Hold	4,614	–	–	0.81%	31
2023 Q1	$822K	Hold	4,614	–	–	0.81%	32
2022 Q4	$744K	Buy	+4,614	New	+$770K	0.73%	34

Other funds holding WDFC

Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Silvia McColl Wealth Management's WDFC Position: Q2 2026 in Review

Silvia McColl Wealth Management held its WD-40 (WDFC) position steady in Q2 2026 at 4,012 shares worth $977K. The position accounts for 0.59% of the portfolio, ranked #42.

Silvia McColl Wealth Management first reported a position in WDFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q3 2024. 35 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

Silvia McColl Wealth Management held 4,012 shares of WD-40 worth $977K as of Q2 2026.
Silvia McColl Wealth Management left its WD-40 share count unchanged in Q2 2026.
WD-40 made up 0.59% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #42 holding.
Silvia McColl Wealth Management first reported a position in WD-40 in Q4 2022 and has held it in 15 quarters since.
Silvia McColl Wealth Management's WD-40 position peaked at $1.18M in Q3 2024.
35 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.