Canada Pension Plan Investment Board
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Canada Pension Plan Investment Board’s Watsco Inc WSO Stock Holding History

Canada Pension Plan Investment Board’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 		– Sell
-620
Closed -$209K – 2038
2025
Q4 		$209K Buy
620
+520
+520% +$186K ﹤0.01% 1650
2025
Q3 		$40.4K Buy
+100
New +$42.8K ﹤0.01% 1274
2025
Q2 		– Sell
-2,519
Closed -$1.28M – 1468
2025
Q1 		$1.28M Buy
2,519
+2,319
+1,160% +$1.14M ﹤0.01% 880
2024
Q4 		$94.8K Buy
+200
New +$101K ﹤0.01% 1258
2023
Q1 		– Sell
-725
Closed -$181K – 1231
2022
Q4 		$181K Sell
725
-300
-29% -$78.9K ﹤0.01% 988
2022
Q3 		$264K Sell
1,025
-2,200
-68% -$596K ﹤0.01% 1014
2022
Q2 		$770K Buy
3,225
+1,500
+87% +$395K ﹤0.01% 874
2022
Q1 		$526K Buy
1,725
+924
+115% +$264K ﹤0.01% 924
2021
Q4 		$251K Buy
801
+390
+95% +$116K ﹤0.01% 1209
2021
Q3 		$109K Sell
411
-271
-40% -$76K ﹤0.01% 1258
2021
Q2 		$195K Sell
682
-1,947
-74% -$557K ﹤0.01% 960
2021
Q1 		$686K Buy
2,629
+439
+20% +$108K ﹤0.01% 1045
2020
Q4 		$496K Buy
2,190
+1,625
+288% +$373K ﹤0.01% 1146
2020
Q3 		$132K Sell
565
-227
-29% -$51.1K ﹤0.01% 960
2020
Q2 		$141K Buy
792
+69
+10% +$11.4K ﹤0.01% 1238
2020
Q1 		$114K Buy
723
+50
+7% +$8.44K ﹤0.01% 1156
2019
Q4 		$121K Buy
+673
New +$118K ﹤0.01% 1304
2019
Q3 		– Sell
-30,802
Closed -$5.04M – 1295
2019
Q2 		$5.04M Sell
30,802
-24,088
-44% -$3.78M 0.01% 716
2019
Q1 		$7.86M Buy
54,890
+11,490
+26% +$1.65M 0.02% 659
2018
Q4 		$6.04M Buy
43,400
+27,400
+171% +$4.18M 0.01% 728
2018
Q3 		$2.85M Buy
+16,000
New +$2.83M 0.01% 958
2017
Q3 		– Sell
-1,000
Closed -$154K – 1192
2017
Q2 		$154K Sell
1,000
-900
-47% -$129K ﹤0.01% 1045
2017
Q1 		$272K Buy
1,900
+200
+12% +$29.9K ﹤0.01% 1021
2016
Q4 		$252K Buy
1,700
+300
+21% +$43.5K ﹤0.01% 931
2016
Q3 		$197K Sell
1,400
-17,302
-93% -$2.48M ﹤0.01% 964
2016
Q2 		$2.63M Sell
18,702
-12,900
-41% -$1.73M 0.01% 654
2016
Q1 		$4.26M Hold
31,602
– – 0.02% 584
2015
Q4 		$3.7M Sell
31,602
-7,000
-18% -$863K 0.02% 595
2015
Q3 		$4.57M Buy
38,602
+22,102
+134% +$2.76M 0.02% 595
2015
Q2 		$2.04M Sell
16,500
-6,700
-29% -$834K 0.01% 715
2015
Q1 		$2.92M Hold
23,200
– – 0.01% 693
2014
Q4 		$2.48M Hold
23,200
– – 0.01% 738
2014
Q3 		$2M Sell
23,200
-41,300
-64% -$3.82M 0.01% 737
2014
Q2 		$6.63M Sell
64,500
-110,300
-63% -$11.2M 0.02% 566
2014
Q1 		$17.5M Buy
174,800
+70,100
+67% +$6.77M 0.07% 290
2013
Q4 		$10.1M Buy
+104,700
New +$9.94M 0.04% 432

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Canada Pension Plan Investment Board's WSO Position: Q1 2026 in Review

Canada Pension Plan Investment Board sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 620 shares — an estimated $209K sold.

Canada Pension Plan Investment Board first reported a position in WSO in Q4 2013 and held it in 36 quarters. The position peaked at $17.5M in Q1 2014. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Canada Pension Plan Investment Board reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
  • Canada Pension Plan Investment Board sold 620 Watsco Inc shares in Q1 2026, an estimated $209K.
  • Canada Pension Plan Investment Board first reported a position in Watsco Inc in Q4 2013 and held it in 36 quarters.
  • Canada Pension Plan Investment Board's Watsco Inc position peaked at $17.5M in Q1 2014.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Canada Pension Plan Investment Board's 13F filing for Q1 2026, filed 15 May 2026.