British Columbia Investment Management’s Watsco Inc WSO Stock Holding History

British Columbia Investment 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 Q1	$1.75M	Sell	4,815 -1,366	-22%	-$529K	0.01%	631
2025 Q4	$2.08M	Buy	6,181 +1,167	+23%	+$417K	0.01%	620
2025 Q3	$2.03M	Sell	5,014 -463	-8%	-$198K	0.01%	584
2025 Q2	$2.42M	Sell	5,477 -1,185	-18%	-$550K	0.01%	549
2025 Q1	$3.39M	Hold	6,662	–	–	0.02%	497
2024 Q4	$3.16M	Buy	6,662 +863	+15%	+$437K	0.02%	531
2024 Q3	$2.85M	Sell	5,799 -698	-11%	-$335K	0.02%	526
2024 Q2	$3.01M	Buy	6,497 +2,455	+61%	+$1.12M	0.02%	515
2024 Q1	$1.75M	Buy	4,042 +181	+5%	+$72.7K	0.01%	601
2023 Q4	$1.65M	Buy	3,861 +821	+27%	+$318K	0.01%	587
2023 Q3	$1.15M	Buy	3,040 +39	+1%	+$14.1K	0.01%	593
2023 Q2	$1.14M	Buy	+3,001	New	+$1.02M	0.01%	610

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

British Columbia Investment Management's WSO Position: Q1 2026 in Review

British Columbia Investment Management reduced its Watsco Inc (WSO) stake by 22% in Q1 2026, selling an estimated $529K and leaving 4,815 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #631.

British Columbia Investment Management first reported a position in WSO in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.39M in Q1 2025. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

British Columbia Investment Management held 4,815 shares of Watsco Inc worth $1.75M as of Q1 2026.
British Columbia Investment Management sold 1,366 Watsco Inc shares in Q1 2026, an estimated $529K.
Watsco Inc made up 0.01% of British Columbia Investment Management's portfolio in Q1 2026, its #631 holding.
British Columbia Investment Management first reported a position in Watsco Inc in Q2 2023 and has held it in 12 quarters since.
British Columbia Investment Management's Watsco Inc position peaked at $3.39M in Q1 2025.
769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on British Columbia Investment Management's 13F filing for Q1 2026, filed 14 May 2026.