Stokes Family Office’s WD-40 WDFC Stock Holding History

Stokes Family Office’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	$219K	Hold	1,072	–	–	0.02%	260
2025 Q4	$211K	Hold	1,072	–	–	0.02%	290
2025 Q3	$212K	Hold	1,072	–	–	0.02%	252
2025 Q2	$245K	Hold	1,072	–	–	0.03%	212
2025 Q1	$262K	Hold	1,072	–	–	0.03%	200
2024 Q4	$260K	Hold	1,072	–	–	0.03%	202
2024 Q3	$276K	Hold	1,072	–	–	0.03%	195
2024 Q2	$235K	Hold	1,072	–	–	0.03%	200
2024 Q1	$272K	Hold	1,072	–	–	0.03%	192
2023 Q4	$256K	Sell	1,072 -84	-7%	-$18.8K	0.03%	187
2023 Q3	$235K	Buy	1,156 +84	+8%	+$18K	0.03%	283
2023 Q2	$202K	Buy	+1,072	New	+$202K	0.02%	298
2022 Q3	–	Sell	-1,072	Closed	-$216K	–	293
2022 Q2	$216K	Buy	+1,072	New	+$200K	0.03%	247
2022 Q1	–	Sell	-1,072	Closed	-$262K	–	286
2021 Q4	$262K	Hold	1,072	–	–	0.03%	209
2021 Q3	$248K	Hold	1,072	–	–	0.03%	198
2021 Q2	$275K	Hold	1,072	–	–	0.04%	184
2021 Q1	$328K	Hold	1,072	–	–	0.05%	158
2020 Q4	$285K	Hold	1,072	–	–	0.06%	139
2020 Q3	$203K	Hold	1,072	–	–	0.05%	146
2020 Q2	$213K	Sell	1,072 -26	-2%	-$4.72K	0.05%	121
2020 Q1	$221K	Hold	1,098	–	–	0.06%	111
2019 Q4	$213K	Buy	+1,098	New	+$207K	0.05%	119

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

Stokes Family Office's WDFC Position: Q1 2026 in Review

Stokes Family Office held its WD-40 (WDFC) position steady in Q1 2026 at 1,072 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #260.

Stokes Family Office first reported a position in WDFC in Q4 2019 and has held it in 22 quarters since. The position peaked at $328K in Q1 2021. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

Stokes Family Office held 1,072 shares of WD-40 worth $219K as of Q1 2026.
Stokes Family Office left its WD-40 share count unchanged in Q1 2026.
WD-40 made up 0.02% of Stokes Family Office's portfolio in Q1 2026, its #260 holding.
Stokes Family Office first reported a position in WD-40 in Q4 2019 and has held it in 22 quarters since.
Stokes Family Office's WD-40 position peaked at $328K in Q1 2021.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.