Buckhead Capital Management
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Buckhead Capital Management’s Watsco Inc WSO Stock Holding History

Buckhead 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 		$4.4M Buy
14,536
+2,122
+17% +$709K 1.52% 18
2026
Q2 		$5.17M Sell
12,414
-16
-0.1% -$6.43K 1.77% 12
2026
Q1 		$4.52M Buy
12,430
+2,053
+20% +$795K 1.7% 15
2025
Q4 		$3.5M Sell
10,377
-360
-3% -$129K 1.25% 33
2025
Q3 		$4.34M Buy
10,737
+299
+3% +$128K 1.58% 22
2025
Q2 		$4.61M Sell
10,438
-700
-6% -$325K 1.78% 17
2025
Q1 		$5.66M Buy
11,138
+88
+0.8% +$43.4K 1.82% 17
2024
Q4 		$5.24M Sell
11,050
-240
-2% -$122K 1.67% 21
2024
Q3 		$5.55M Sell
11,290
-80
-0.7% -$38.5K 1.76% 17
2024
Q2 		$5.27M Sell
11,370
-35
-0.3% -$16K 1.78% 17
2024
Q1 		$4.93M Buy
11,405
+477
+4% +$192K 1.67% 22
2023
Q4 		$4.68M Sell
10,928
-137
-1% -$53.1K 1.73% 19
2023
Q3 		$4.18M Sell
11,065
-15,624
-59% -$5.65M 1.74% 17
2023
Q2 		$10.2M Sell
26,689
-2,554
-9% -$866K 2.42% 9
2023
Q1 		$9.3M Sell
29,243
-5,157
-15% -$1.51M 2.19% 10
2022
Q4 		$8.58M Buy
34,400
+1,669
+5% +$439K 2.07% 15
2022
Q3 		$8.43M Sell
32,731
-2,993
-8% -$811K 2.18% 11
2022
Q2 		$8.53M Buy
35,724
+3,917
+12% +$1.03M 2.11% 13
2022
Q1 		$9.7M Buy
31,807
+4,306
+16% +$1.23M 2.09% 13
2021
Q4 		$8.6M Sell
27,501
-1,571
-5% -$465K 1.82% 16
2021
Q3 		$7.69M Buy
29,072
+86
+0.3% +$24.1K 1.72% 18
2021
Q2 		$8.31M Sell
28,986
-14
-0% -$4.01K 1.84% 16
2021
Q1 		$7.56M Sell
29,000
-281
-1% -$69.3K 1.76% 22
2020
Q4 		$6.63M Buy
29,281
+1,965
+7% +$452K 1.65% 22
2020
Q3 		$6.36M Sell
27,316
-5,709
-17% -$1.29M 1.82% 22
2020
Q2 		$5.87M Buy
33,025
+2,648
+9% +$438K 1.79% 21
2020
Q1 		$4.8M Buy
30,377
+5,803
+24% +$980K 1.79% 22
2019
Q4 		$4.43M Sell
24,574
-1,411
-5% -$248K 1.25% 33
2019
Q3 		$4.4M Buy
25,985
+692
+3% +$112K 1.26% 33
2019
Q2 		$4.14M Buy
25,293
+2,102
+9% +$330K 1.24% 32
2019
Q1 		$3.32M Buy
+23,191
New +$3.33M 1.04% 36

Other funds holding WSO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
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
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 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

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

Buckhead Capital Management increased its Watsco Inc (WSO) stake by 17% in Q3 2026, buying an estimated $709K and bringing the position to 14,536 shares worth $4.4M. The position accounts for 1.52% of the portfolio, ranked #18.

Buckhead Capital Management first reported a position in WSO in Q1 2019 and has held it in 31 quarters since. The position peaked at $10.2M in Q2 2023. 468 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Buckhead Capital Management held 14,536 shares of Watsco Inc worth $4.4M as of Q3 2026.
  • Buckhead Capital Management bought 2,122 Watsco Inc shares in Q3 2026, an estimated $709K.
  • Watsco Inc made up 1.52% of Buckhead Capital Management's portfolio in Q3 2026, its #18 holding.
  • Buckhead Capital Management first reported a position in Watsco Inc in Q1 2019 and has held it in 31 quarters since.
  • Buckhead Capital Management's Watsco Inc position peaked at $10.2M in Q2 2023.
  • 468 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Buckhead Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.