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

TD 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	$570K	Hold	2,795	–	–	0.05%	75
2025 Q4	$550K	Hold	2,795	–	–	0.05%	76
2025 Q3	$552K	Hold	2,795	–	–	0.05%	74
2025 Q2	$638K	Hold	2,795	–	–	0.06%	71
2025 Q1	$682K	Hold	2,795	–	–	0.07%	64
2024 Q4	$678K	Buy	2,795 +11	+0.4%	+$2.93K	0.07%	64
2024 Q3	$718K	Hold	2,784	–	–	0.07%	60
2024 Q2	$612K	Hold	2,784	–	–	0.06%	62
2024 Q1	$705K	Hold	2,784	–	–	0.08%	58
2023 Q4	$666K	Hold	2,784	–	–	0.08%	56
2023 Q3	$566K	Hold	2,784	–	–	0.07%	57
2023 Q2	$525K	Hold	2,784	–	–	0.06%	60
2023 Q1	$496K	Hold	2,784	–	–	0.06%	58
2022 Q4	$449K	Hold	2,784	–	–	0.06%	57
2022 Q3	$489K	Hold	2,784	–	–	0.07%	58
2022 Q2	$561K	Hold	2,784	–	–	0.08%	53
2022 Q1	$510K	Hold	2,784	–	–	0.06%	57
2021 Q4	$681K	Hold	2,784	–	–	0.08%	49
2021 Q3	$644K	Hold	2,784	–	–	0.08%	48
2021 Q2	$714K	Hold	2,784	–	–	0.09%	44
2021 Q1	$852K	Hold	2,784	–	–	0.11%	38
2020 Q4	$740K	Sell	2,784 -906	-25%	-$219K	0.1%	39
2020 Q3	$699K	Hold	3,690	–	–	0.11%	35
2020 Q2	$732K	Sell	3,690 -1,622	-31%	-$294K	0.12%	36
2020 Q1	$1.07M	Sell	5,312 -1,465	-22%	-$276K	0.2%	31
2019 Q4	$1.32M	Hold	6,777	–	–	0.21%	33
2019 Q3	$1.24M	Sell	6,777 -1,000	-13%	-$180K	0.22%	33
2019 Q2	$1.24M	Hold	7,777	–	–	0.25%	29
2019 Q1	$1.32M	Hold	7,777	–	–	0.28%	29
2018 Q4	$1.43M	Sell	7,777 -231	-3%	-$39.1K	0.35%	28
2018 Q3	$1.38M	Hold	8,008	–	–	0.36%	28
2018 Q2	$1.17M	Hold	8,008	–	–	0.32%	26
2018 Q1	$1.05M	Hold	8,008	–	–	0.3%	24
2017 Q4	$945K	Hold	8,008	–	–	0.26%	26
2017 Q3	$896K	Hold	8,008	–	–	0.26%	27
2017 Q2	$884K	Hold	8,008	–	–	0.26%	28
2017 Q1	$872K	Hold	8,008	–	–	0.26%	28
2016 Q4	$936K	Hold	8,008	–	–	0.29%	27
2016 Q3	$900K	Hold	8,008	–	–	0.27%	28
2016 Q2	$941K	Hold	8,008	–	–	0.29%	27
2016 Q1	$865K	Hold	8,008	–	–	0.28%	28
2015 Q4	$790K	Hold	8,008	–	–	0.24%	29
2015 Q3	$713K	Hold	8,008	–	–	0.22%	32
2015 Q2	$698K	Hold	8,008	–	–	0.18%	36
2015 Q1	$709K	Buy	8,008 +36	+0.5%	+$3.02K	0.17%	38
2014 Q4	$678K	Buy	7,972 +36	+0.5%	+$2.74K	0.16%	41
2014 Q3	$539K	Buy	7,936 +39	+0.5%	+$2.71K	0.12%	42
2014 Q2	$594K	Buy	7,897 +37	+0.5%	+$2.71K	0.13%	34
2014 Q1	$610K	Buy	7,860 +38	+0.5%	+$2.77K	0.14%	32
2013 Q4	$584K	Buy	7,822 +34	+0.4%	+$2.43K	0.14%	34
2013 Q3	$505K	Buy	7,788 +42	+0.5%	+$2.5K	0.12%	35
2013 Q2	$422K	Buy	+7,746	New	+$425K	0.1%	33

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

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

TD Capital Management held its WD-40 (WDFC) position steady in Q1 2026 at 2,795 shares worth $570K. The position accounts for 0.05% of the portfolio, ranked #75.

TD Capital Management first reported a position in WDFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.43M in Q4 2018. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

TD Capital Management held 2,795 shares of WD-40 worth $570K as of Q1 2026.
TD Capital Management left its WD-40 share count unchanged in Q1 2026.
WD-40 made up 0.05% of TD Capital Management's portfolio in Q1 2026, its #75 holding.
TD Capital Management first reported a position in WD-40 in Q2 2013 and has held it in 52 quarters since.
TD Capital Management's WD-40 position peaked at $1.43M in Q4 2018.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.