Barbara Oil Co’s Watsco Inc WSO Stock Holding History

Barbara Oil Co’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.82M	Hold	5,000	–	–	0.7%	44
2025 Q4	$1.68M	Hold	5,000	–	–	0.63%	48
2025 Q3	$2.02M	Hold	5,000	–	–	0.75%	43
2025 Q2	$2.21M	Hold	5,000	–	–	0.87%	34
2025 Q1	$2.54M	Hold	5,000	–	–	1.03%	32
2024 Q4	$2.37M	Hold	5,000	–	–	0.98%	32
2024 Q3	$2.46M	Hold	5,000	–	–	1%	31
2024 Q2	$2.32M	Hold	5,000	–	–	1.01%	34
2024 Q1	$2.16M	Hold	5,000	–	–	0.91%	34
2023 Q4	$2.14M	Hold	5,000	–	–	0.96%	33
2023 Q3	$1.89M	Hold	5,000	–	–	0.89%	33
2023 Q2	$1.91M	Hold	5,000	–	–	0.87%	35
2023 Q1	$1.59M	Hold	5,000	–	–	0.76%	42
2022 Q4	$1.25M	Hold	5,000	–	–	0.6%	49
2022 Q3	$1.29M	Hold	5,000	–	–	0.71%	44
2022 Q2	$1.19M	Hold	5,000	–	–	0.62%	50
2022 Q1	$1.52M	Hold	5,000	–	–	0.7%	42
2021 Q4	$1.56M	Hold	5,000	–	–	0.68%	45
2021 Q3	$1.32M	Hold	5,000	–	–	0.62%	48
2021 Q2	$1.43M	Hold	5,000	–	–	0.66%	47
2021 Q1	$1.3M	Hold	5,000	–	–	0.63%	52
2020 Q4	$1.13M	Hold	5,000	–	–	0.57%	57
2020 Q3	$1.16M	Hold	5,000	–	–	0.64%	50
2020 Q2	$889K	Hold	5,000	–	–	0.51%	58
2020 Q1	$790K	Hold	5,000	–	–	0.53%	56
2019 Q4	$901K	Hold	5,000	–	–	0.48%	58
2019 Q3	$846K	Hold	5,000	–	–	0.48%	60
2019 Q2	$818K	Hold	5,000	–	–	0.47%	63
2019 Q1	$716K	Hold	5,000	–	–	0.42%	65
2018 Q4	$696K	Hold	5,000	–	–	0.47%	61
2018 Q3	$891K	Hold	5,000	–	–	0.52%	61
2018 Q2	$891K	Hold	5,000	–	–	0.57%	54
2018 Q1	$905K	Hold	5,000	–	–	0.59%	54
2017 Q4	$850K	Hold	5,000	–	–	0.54%	59
2017 Q3	$805K	Hold	5,000	–	–	0.56%	58
2017 Q2	$771K	Hold	5,000	–	–	0.56%	58
2017 Q1	$716K	Hold	5,000	–	–	0.53%	59
2016 Q4	$741K	Hold	5,000	–	–	0.58%	59
2016 Q3	$705K	Hold	5,000	–	–	0.56%	57
2016 Q2	$703K	Hold	5,000	–	–	0.57%	60
2016 Q1	$674K	Hold	5,000	–	–	0.57%	57
2015 Q4	$586K	Hold	5,000	–	–	0.49%	63
2015 Q3	$592K	Buy	5,000 +1,000	+25%	+$125K	0.52%	63
2015 Q2	$495K	Hold	4,000	–	–	0.41%	72
2015 Q1	$503K	Hold	4,000	–	–	0.41%	72
2014 Q4	$428K	Hold	4,000	–	–	0.35%	75
2014 Q3	$345K	Buy	+4,000	New	+$370K	0.29%	78

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Barbara Oil Co's WSO Position: Q1 2026 in Review

Barbara Oil Co held its Watsco Inc (WSO) position steady in Q1 2026 at 5,000 shares worth $1.82M. The position accounts for 0.7% of the portfolio, ranked #44.

Barbara Oil Co first reported a position in WSO in Q3 2014 and has held it in 47 quarters since. The position peaked at $2.54M in Q1 2025. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Barbara Oil Co held 5,000 shares of Watsco Inc worth $1.82M as of Q1 2026.
Barbara Oil Co left its Watsco Inc share count unchanged in Q1 2026.
Watsco Inc made up 0.7% of Barbara Oil Co's portfolio in Q1 2026, its #44 holding.
Barbara Oil Co first reported a position in Watsco Inc in Q3 2014 and has held it in 47 quarters since.
Barbara Oil Co's Watsco Inc position peaked at $2.54M in Q1 2025.
769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Barbara Oil Co's 13F filing for Q1 2026, filed 13 May 2026.