WDFC β€” WD 40 CO

Ownership history in L.M. KOHN & COMPANY  Β·  14 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported WD 40 CO (WDFC) in 14 quarterly 13F filings from 2023 Q3 through 2025 Q2. Peak portfolio weight reached 0.39% in 2023 Q4. The latest visible filing shows WDFC at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WDFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L.M. KOHN & COMPANY's position in WD 40 CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

WDFC was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How L.M. KOHN & COMPANY held WDFC β€” position size vs. price
% of Fund (quarterly)    WDFC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 3,107 -26 -0.8% 0.19% $709K 2025-08-04 $212.57
2025 Q1 REDUCED 3,133 -1,775 -36.2% 0.20% $764K 2025-04-21 $216.78
2024 Q4 REDUCED 4,908 -80 -1.6% 0.31% $1.2M 2025-01-30 $229.59
2024 Q3 UNCHANGED 4,988 β€” 0% 0.33% $1.3M 2024-11-14 $274.15
2024 Q2 REDUCED 4,988 -50 -1.0% 0.30% $1.1M 2024-07-31 $254.94
2024 Q1 REDUCED 5,038 -16 -0.3% 0.36% $1.3M 2024-04-25 $218.70
2023 Q4 UNCHANGED 5,054 β€” 0% 0.39% $1.2M 2024-02-09 $260.48
2023 Q3 UNCHANGED 5,054 β€” 0% 0.37% $1.0M 2023-11-06 $213.10
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About L.M. KOHN & COMPANY and WDFC

These are the practical questions this page is built to answer before you even open the full history table.

How long has L.M. KOHN & COMPANY reported owning WDFC?

L.M. KOHN & COMPANY reported WDFC across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q2.

What was the largest reported WDFC position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for WDFC was 0.39% in 2023 Q4.

What is the latest reported WDFC position on this page?

The most recent filing on this page is 2025 Q2, when L.M. KOHN & COMPANY reported 3,107 shares, equal to 0.19% of portfolio, with an estimated market value of $709K.

What does the chart on this WDFC ownership page compare?

The chart compares L.M. KOHN & COMPANY's quarterly WDFC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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