Position in WDFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$572,310
+$93,255 QoQ
Shares Held
2,349
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#171
of 383 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WDFC Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Morningstar Investment Management LLC holds $19,542,290 across 7 Specialty Chemicals names. WDFC ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IFF |
International Flavors & Fragrances Inc
|
71,222 | $5,642,206 | |
| 2 | PPG |
Ppg Industries Inc
|
41,881 | $5,079,746 | |
| 3 | APD |
Air Products & Chemicals, Inc.
|
15,805 | $4,633,709 | |
| 4 | LYB |
LyondellBasell Industries N.V.
|
41,101 | $2,163,967 | |
| 5 | CBT |
Cabot Corp
|
8,681 | $788,408 | |
| 6 | SXT |
Sensient Technologies Corp
|
5,369 | $661,944 | |
| 7 | WDFC |
Wd 40 Co
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|
2,349 | $572,310 |
All Filings in WDFC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,310 | 2,349 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $479,055 | 2,349 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $651,935 | 3,311 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $654,253 | 3,311 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||