Tortoise Investment Management’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-96
| Closed | -$19K | – | 1444 |
|
|
2025
Q3 | $19K | Sell |
96
-3
| -3% | -$650 | ﹤0.01% | 528 |
|
|
2025
Q2 | $22.6K | Buy |
99
+14
| +16% | +$3.29K | ﹤0.01% | 489 |
|
|
2025
Q1 | $20.7K | Hold |
85
| – | – | ﹤0.01% | 491 |
|
|
2024
Q4 | $20.6K | Hold |
85
| – | – | ﹤0.01% | 539 |
|
|
2024
Q3 | $21.9K | Hold |
85
| – | – | ﹤0.01% | 544 |
|
|
2024
Q2 | $18.7K | Hold |
85
| – | – | ﹤0.01% | 541 |
|
|
2024
Q1 | $21.5K | Hold |
85
| – | – | ﹤0.01% | 500 |
|
|
2023
Q4 | $20.3K | Hold |
85
| – | – | ﹤0.01% | 477 |
|
|
2023
Q3 | $17.3K | Hold |
85
| – | – | ﹤0.01% | 480 |
|
|
2023
Q2 | $16K | Hold |
85
| – | – | ﹤0.01% | 503 |
|
|
2023
Q1 | $15.1K | Hold |
85
| – | – | ﹤0.01% | 497 |
|
|
2022
Q4 | $13.7K | Hold |
85
| – | – | ﹤0.01% | 503 |
|
|
2022
Q3 | $15K | Hold |
85
| – | – | ﹤0.01% | 482 |
|
|
2022
Q2 | $17K | Hold |
85
| – | – | ﹤0.01% | 458 |
|
|
2022
Q1 | $16K | Hold |
85
| – | – | ﹤0.01% | 457 |
|
|
2021
Q4 | $21K | Hold |
85
| – | – | ﹤0.01% | 398 |
|
|
2021
Q3 | $20K | Hold |
85
| – | – | ﹤0.01% | 384 |
|
|
2021
Q2 | $22K | Hold |
85
| – | – | ﹤0.01% | 369 |
|
|
2021
Q1 | $26K | Hold |
85
| – | – | 0.01% | 327 |
|
|
2020
Q4 | $23K | Hold |
85
| – | – | 0.01% | 319 |
|
|
2020
Q3 | $16K | Hold |
85
| – | – | ﹤0.01% | 333 |
|
|
2020
Q2 | $17K | Hold |
85
| – | – | ﹤0.01% | 320 |
|
|
2020
Q1 | $17K | Hold |
85
| – | – | ﹤0.01% | 311 |
|
|
2019
Q4 | $17K | Hold |
85
| – | – | ﹤0.01% | 345 |
|
|
2019
Q3 | $16K | Hold |
85
| – | – | ﹤0.01% | 349 |
|
|
2019
Q2 | $14K | Hold |
85
| – | – | ﹤0.01% | 391 |
|
|
2019
Q1 | $14K | Hold |
85
| – | – | ﹤0.01% | 376 |
|
|
2018
Q4 | $16K | Hold |
85
| – | – | ﹤0.01% | 340 |
|
|
2018
Q3 | $15K | Hold |
85
| – | – | ﹤0.01% | 363 |
|
|
2018
Q2 | $12K | Hold |
85
| – | – | ﹤0.01% | 394 |
|
|
2018
Q1 | $11K | Hold |
85
| – | – | ﹤0.01% | 378 |
|
|
2017
Q4 | $10K | Hold |
85
| – | – | ﹤0.01% | 401 |
|
|
2017
Q3 | $10K | Hold |
85
| – | – | ﹤0.01% | 364 |
|
|
2017
Q2 | $9K | Hold |
85
| – | – | ﹤0.01% | 371 |
|
|
2017
Q1 | $9K | Hold |
85
| – | – | ﹤0.01% | 345 |
|
|
2016
Q4 | $10K | Hold |
85
| – | – | ﹤0.01% | 335 |
|
|
2016
Q3 | $10K | Hold |
85
| – | – | ﹤0.01% | 319 |
|
|
2016
Q2 | $10K | Buy |
+85
| New | +$9.22K | ﹤0.01% | 314 |
|
Other funds holding WDFC
CCA
Tortoise Investment Management's WDFC Position: Q4 2025 in Review
Tortoise Investment Management sold out of WD-40 (WDFC) in Q4 2025, closing a stake of 96 shares — an estimated $19K sold.
Tortoise Investment Management first reported a position in WDFC in Q2 2016 and held it in 38 quarters. The position peaked at $26K in Q1 2021. 383 funds tracked by Wall St. Rank hold WDFC as of Q4 2025.
- Tortoise Investment Management reported no remaining WD-40 position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 96 WD-40 shares in Q4 2025, an estimated $19K.
- Tortoise Investment Management first reported a position in WD-40 in Q2 2016 and held it in 38 quarters.
- Tortoise Investment Management's WD-40 position peaked at $26K in Q1 2021.
- 383 funds tracked by Wall St. Rank held WD-40 as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.