Ownership history in COLDSTREAM CAPITAL MANAGEMENT INC · 21 quarters on record
This page tracks every 13F SEC filing in which COLDSTREAM CAPITAL MANAGEMENT INC reported a position in WD-40 CO (WDFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 1,033 | +21 | +2.1% | 0.00% | $204K | $195.67 |
| 2025 Q2 | REDUCED | 1,012 | -45 | -4.3% | 0.00% | $231K | $224.90 |
| 2025 Q1 | REDUCED | 1,057 | -61 | -5.5% | 0.01% | $258K | $239.55 |
| 2024 Q4 | REDUCED | 1,118 | -125 | -10.1% | 0.01% | $271K | $237.29 |
| 2024 Q3 | ADDED | 1,243 | +40 | +3.3% | 0.01% | $321K | $251.31 |
| 2024 Q2 | REDUCED | 1,203 | -148 | -11.0% | 0.01% | $264K | $213.30 |
| 2024 Q1 | ADDED | 1,351 | +126 | +10.3% | 0.01% | $342K | $245.06 |
| 2023 Q4 | ADDED | 1,225 | +166 | +15.7% | 0.01% | $293K | $230.54 |
| 2022 Q2 | ADDED | 1,059 | +48 | +4.7% | 0.01% | $213K | $189.10 |
| 2021 Q4 | ADDED | 1,011 | +29 | +3.0% | 0.01% | $247K | $228.05 |
As of 2025 Q4 — sorted by position size