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Yeomans Consulting Group’s Western Digital WDC Stock Holding History

Yeomans Consulting Group’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$419K Sell
2,430
-1,237
-34% -$188K 0.12% 72
2025
Q3 		$479K Buy
+3,667
New +$300K 0.17% 55
2024
Q3 		– Sell
-7,152
Closed -$410K – 104
2024
Q2 		$410K Buy
+7,152
New +$397K 0.16% 54

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Yeomans Consulting Group's WDC Position: Q4 2025 in Review

Yeomans Consulting Group reduced its Western Digital (WDC) stake by 34% in Q4 2025, selling an estimated $188K and leaving 2,430 shares worth $419K. The position accounts for 0.12% of the portfolio, ranked #72.

Yeomans Consulting Group first reported a position in WDC in Q2 2024 and has held it in 3 quarters since. The position peaked at $479K in Q3 2025. 1,170 funds tracked by Wall St. Rank hold WDC as of Q4 2025.

  • Yeomans Consulting Group held 2,430 shares of Western Digital worth $419K as of Q4 2025.
  • Yeomans Consulting Group sold 1,237 Western Digital shares in Q4 2025, an estimated $188K.
  • Western Digital made up 0.12% of Yeomans Consulting Group's portfolio in Q4 2025, its #72 holding.
  • Yeomans Consulting Group first reported a position in Western Digital in Q2 2024 and has held it in 3 quarters since.
  • Yeomans Consulting Group's Western Digital position peaked at $479K in Q3 2025.
  • 1,170 funds tracked by Wall St. Rank held Western Digital as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.