Birch Capital Management
WSO icon

Birch Capital Management’s Watsco Inc WSO Stock Holding History

Birch Capital Management’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
Q3 		$2.08M Buy
6,861
+922
+16% +$308K 0.97% 25
2026
Q2 		$2.47M Buy
5,939
+836
+16% +$336K 1.21% 22
2026
Q1 		$1.86M Buy
5,103
+904
+22% +$350K 0.97% 29
2025
Q4 		$1.41M Buy
4,199
+443
+12% +$158K 0.71% 32
2025
Q3 		$1.52M Sell
3,756
-34
-0.9% -$14.5K 0.77% 32
2025
Q2 		$1.67M Sell
3,790
-27
-0.7% -$12.5K 0.86% 30
2025
Q1 		$1.94M Sell
3,817
-88
-2% -$43.4K 1.01% 30
2024
Q4 		$1.85M Sell
3,905
-133
-3% -$67.4K 0.93% 28
2024
Q3 		$1.99M Hold
4,038
– – 0.97% 33
2024
Q2 		$1.87M Sell
4,038
-14
-0.3% -$6.4K 0.97% 34
2024
Q1 		$1.75M Buy
4,052
+386
+11% +$155K 0.91% 34
2023
Q4 		$1.57M Buy
3,666
+74
+2% +$28.7K 0.9% 30
2023
Q3 		$1.36M Sell
3,592
-37
-1% -$13.4K 0.86% 33
2023
Q2 		$1.38M Buy
3,629
+1,658
+84% +$562K 0.84% 34
2023
Q1 		$627K Buy
1,971
+400
+25% +$118K 0.4% 41
2022
Q4 		$392K Buy
+1,571
New +$413K 0.27% 52

Other funds holding WSO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Birch Capital Management's WSO Position: Q3 2026 in Review

Birch Capital Management increased its Watsco Inc (WSO) stake by 16% in Q3 2026, buying an estimated $308K and bringing the position to 6,861 shares worth $2.08M. The position accounts for 0.97% of the portfolio, ranked #25.

Birch Capital Management first reported a position in WSO in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.47M in Q2 2026. 417 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Birch Capital Management held 6,861 shares of Watsco Inc worth $2.08M as of Q3 2026.
  • Birch Capital Management bought 922 Watsco Inc shares in Q3 2026, an estimated $308K.
  • Watsco Inc made up 0.97% of Birch Capital Management's portfolio in Q3 2026, its #25 holding.
  • Birch Capital Management first reported a position in Watsco Inc in Q4 2022 and has held it in 16 quarters since.
  • Birch Capital Management's Watsco Inc position peaked at $2.47M in Q2 2026.
  • 417 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.