Caisse de Depot et Placement du Quebec (CDPQ)’s Watsco Inc WSO Stock Holding History

Caisse de Depot et Placement du Quebec (CDPQ)’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
2025 Q2	–	Sell	-24,755	Closed	-$12.6M	–	634
2025 Q1	$12.6M	Buy	+24,755	New	+$12.2M	0.03%	361
2024 Q4	–	Sell	-4,493	Closed	-$2.21M	–	589
2024 Q3	$2.21M	Sell	4,493 -573	-11%	-$275K	﹤0.01%	439
2024 Q2	$2.35M	Buy	5,066 +1,643	+48%	+$751K	0.01%	409
2024 Q1	$1.48M	Sell	3,423 -83,125	-96%	-$33.4M	﹤0.01%	433
2023 Q4	$37.1M	Sell	86,548 -20,262	-19%	-$7.85M	0.09%	179
2023 Q3	$40.3M	Buy	106,810 +31,152	+41%	+$11.3M	0.12%	167
2023 Q2	$28.9M	Buy	+75,658	New	+$25.7M	0.08%	211

Other funds holding WSO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)'s WSO Position: Q2 2025 in Review

Caisse de Depot et Placement du Quebec (CDPQ) sold out of Watsco Inc (WSO) in Q2 2025, closing a stake of 24,755 shares — an estimated $12.6M sold.

Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in WSO in Q2 2023 and held it in 7 quarters. The position peaked at $40.3M in Q3 2023. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

Caisse de Depot et Placement du Quebec (CDPQ) reported no remaining Watsco Inc position as of Q2 2025 after selling out during the quarter.
Caisse de Depot et Placement du Quebec (CDPQ) sold 24,755 Watsco Inc shares in Q2 2025, an estimated $12.6M.
Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in Watsco Inc in Q2 2023 and held it in 7 quarters.
Caisse de Depot et Placement du Quebec (CDPQ)'s Watsco Inc position peaked at $40.3M in Q3 2023.
806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on Caisse de Depot et Placement du Quebec (CDPQ)'s 13F filing for Q2 2025, filed 14 Aug 2025.