Capital Research Global Investors
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Capital Research Global Investors’s Watsco Inc WSO Stock Holding History

Capital Research Global 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 		$793M Buy
1,902,230
+3,627
+0.2% +$1.46M 0.11% 134
2026
Q1 		$691M Buy
+1,898,603
New +$736M 0.11% 146
2013
Q4 		– Sell
-272,700
Closed -$25.7M – 456
2013
Q3 		$25.7M Sell
272,700
-44,000
-14% -$4.03M 0.01% 385
2013
Q2 		$26.6M Buy
+316,700
New +$26.7M 0.01% 367

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 Research Global Investors's WSO Position: Q2 2026 in Review

Capital Research Global Investors increased its Watsco Inc (WSO) stake by 0.19% in Q2 2026, buying an estimated $1.46M and bringing the position to 1,902,230 shares worth $793M. The position accounts for 0.11% of the portfolio, ranked #134.

Capital Research Global Investors first reported a position in WSO in Q2 2013 and has held it in 4 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Capital Research Global Investors held 1,902,230 shares of Watsco Inc worth $793M as of Q2 2026.
  • Capital Research Global Investors bought 3,627 Watsco Inc shares in Q2 2026, an estimated $1.46M.
  • Watsco Inc made up 0.11% of Capital Research Global Investors's portfolio in Q2 2026, its #134 holding.
  • Capital Research Global Investors first reported a position in Watsco Inc in Q2 2013 and has held it in 4 quarters since.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

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