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
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 $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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors's WSO Position: Q1 2026 in Review

Capital Research Global Investors opened a new position in Watsco Inc (WSO) in Q1 2026: 1,898,603 shares worth $691M. The stake represents 0.11% of the portfolio and ranks #146 among its holdings. This is a return to the name: Capital Research Global Investors previously reported a position in WSO as recently as Q3 2013.

Capital Research Global Investors first reported a position in WSO in Q2 2013 and has held it in 3 quarters since. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Capital Research Global Investors held 1,898,603 shares of Watsco Inc worth $691M as of Q1 2026.
  • Watsco Inc was a new Capital Research Global Investors position in Q1 2026.
  • Watsco Inc made up 0.11% of Capital Research Global Investors's portfolio in Q1 2026, its #146 holding.
  • Capital Research Global Investors first reported a position in Watsco Inc in Q2 2013 and has held it in 3 quarters since.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Capital Research Global Investors's 13F filing for Q1 2026, filed 13 May 2026.