Sweeney & Michel’s WD-40 WDFC Stock Holding History

Sweeney & Michel’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 Q3	$207K	Hold	1,025	–	–	0.06%	160
2026 Q2	$241K	Hold	1,025	–	–	0.06%	146
2026 Q1	$212K	Hold	1,025	–	–	0.06%	142
2025 Q4	$242K	Buy	+1,025	New	+$202K	0.07%	132
2025 Q3	–	Sell	-1,025	Closed	-$229K	–	139
2025 Q2	$229K	Hold	1,025	–	–	0.08%	120
2025 Q1	$224K	Buy	+1,025	New	+$242K	0.1%	112
2024 Q3	$258K	Hold	1,025	–	–	0.1%	108
2024 Q2	$226K	Hold	1,025	–	–	0.1%	105
2024 Q1	$246K	Buy	+1,025	New	+$265K	0.11%	101
2023 Q3	$223K	Hold	1,025	–	–	0.12%	99
2023 Q2	$228K	Buy	+1,025	New	+$194K	0.12%	97

Other funds holding WDFC

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Malaga Cove Capital Pv Estates, California $311M AUM 30.69% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Radnor Capital Management Wayne, Pennsylvania $726M AUM 28.46% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Sweeney & Michel's WDFC Position: Q3 2026 in Review

Sweeney & Michel held its WD-40 (WDFC) position steady in Q3 2026 at 1,025 shares worth $207K. The position accounts for 0.06% of the portfolio, ranked #160.

Sweeney & Michel first reported a position in WDFC in Q2 2023 and has held it in 11 quarters since. The position peaked at $258K in Q3 2024. 56 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

Sweeney & Michel held 1,025 shares of WD-40 worth $207K as of Q3 2026.
Sweeney & Michel left its WD-40 share count unchanged in Q3 2026.
WD-40 made up 0.06% of Sweeney & Michel's portfolio in Q3 2026, its #160 holding.
Sweeney & Michel first reported a position in WD-40 in Q2 2023 and has held it in 11 quarters since.
Sweeney & Michel's WD-40 position peaked at $258K in Q3 2024.
56 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.