Capital International Investors
WSO icon

Capital International Investors’s Watsco Inc WSO Stock Holding History

Capital International Investors’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
Q2 		$1.45B Buy
3,485,525
+8,294
+0.2% +$3.33M 0.3% 79
2026
Q1 		$1.26B Sell
3,477,231
-1,165,662
-25% -$452M 0.3% 80
2025
Q4 		$1.56B Buy
4,642,893
+2,356,998
+103% +$842M 0.25% 82
2025
Q3 		$924M Buy
2,285,895
+2,014,233
+741% +$861M 0.15% 121
2025
Q2 		$120M Buy
+271,662
New +$126M 0.02% 266

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors's WSO Position: Q2 2026 in Review

Capital International Investors increased its Watsco Inc (WSO) stake by 0.24% in Q2 2026, buying an estimated $3.33M and bringing the position to 3,485,525 shares worth $1.45B. The position accounts for 0.3% of the portfolio, ranked #79.

Capital International Investors first reported a position in WSO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.56B in Q4 2025. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Capital International Investors held 3,485,525 shares of Watsco Inc worth $1.45B as of Q2 2026.
  • Capital International Investors bought 8,294 Watsco Inc shares in Q2 2026, an estimated $3.33M.
  • Watsco Inc made up 0.3% of Capital International Investors's portfolio in Q2 2026, its #79 holding.
  • Capital International Investors first reported a position in Watsco Inc in Q2 2025 and has held it in 5 quarters since.
  • Capital International Investors's Watsco Inc position peaked at $1.56B in Q4 2025.
  • 782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.