Capital World Investors’s Watsco Inc WSO Stock Holding History

Capital World 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	$141M	Hold	339,018	–	–	0.02%	360
2026 Q1	$123M	Sell	339,018 -95,000	-22%	-$36.8M	0.02%	360
2025 Q4	$146M	Sell	434,018 -200,000	-32%	-$71.4M	0.02%	316
2025 Q3	$256M	Hold	634,018	–	–	0.04%	256
2025 Q2	$280M	Hold	634,018	–	–	0.04%	241
2025 Q1	$322M	Sell	634,018 -5,001	-0.8%	-$2.46M	0.05%	236
2024 Q4	$303M	Hold	639,019	–	–	0.05%	242
2024 Q3	$314M	Sell	639,019 -100,000	-14%	-$48.1M	0.05%	240
2024 Q2	$342M	Buy	739,019 +1	+0%	+$457	0.06%	231
2024 Q1	$319M	Sell	739,018 -169,282	-19%	-$68M	0.05%	244
2023 Q4	$389M	Hold	908,300	–	–	0.07%	219
2023 Q3	$343M	Hold	908,300	–	–	0.07%	231
2023 Q2	$346M	Hold	908,300	–	–	0.07%	229
2023 Q1	$289M	Sell	908,300 -166,500	-15%	-$48.9M	0.06%	246
2022 Q4	$268M	Hold	1,074,800	–	–	0.06%	251
2022 Q3	$277M	Sell	1,074,800 -50,527	-4%	-$13.7M	0.06%	234
2022 Q2	$269M	Sell	1,125,327 -2,616	-0.2%	-$688K	0.06%	246
2022 Q1	$344M	Buy	1,127,943 +3,540	+0.3%	+$1.01M	0.06%	242
2021 Q4	$352M	Buy	1,124,403 +114,330	+11%	+$33.9M	0.06%	254
2021 Q3	$267M	Buy	1,010,073 +1,715	+0.2%	+$481K	0.05%	276
2021 Q2	$289M	Sell	1,008,358 -26,233	-3%	-$7.51M	0.05%	272
2021 Q1	$270M	Buy	1,034,591 +3,347	+0.3%	+$825K	0.05%	260
2020 Q4	$234M	Buy	1,031,244 +603	+0.1%	+$139K	0.05%	267
2020 Q3	$240M	Sell	1,030,641 -274	-0%	-$61.7K	0.05%	249
2020 Q2	$183M	Sell	1,030,915 -145,000	-12%	-$24M	0.04%	258
2020 Q1	$186M	Sell	1,175,915 -104,430	-8%	-$17.6M	0.05%	231
2019 Q4	$231M	Sell	1,280,345 -28,985	-2%	-$5.1M	0.05%	241
2019 Q3	$222M	Hold	1,309,330	–	–	0.05%	237
2019 Q2	$214M	Sell	1,309,330 -7,770	-0.6%	-$1.22M	0.05%	243
2019 Q1	$189M	Sell	1,317,100 -326,000	-20%	-$46.8M	0.05%	247
2018 Q4	$229M	Buy	1,643,100 +63,600	+4%	+$9.69M	0.06%	216
2018 Q3	$281M	Buy	1,579,500 +360,715	+30%	+$63.7M	0.07%	210
2018 Q2	$217M	Buy	1,218,785 +653,500	+116%	+$119M	0.05%	237
2018 Q1	$102M	Buy	565,285 +215,285	+62%	+$37.3M	0.02%	290
2017 Q4	$59.5M	Hold	350,000	–	–	0.01%	339
2017 Q3	$56.4M	Hold	350,000	–	–	0.01%	346
2017 Q2	$54M	Hold	350,000	–	–	0.01%	342
2017 Q1	$50.1M	Hold	350,000	–	–	0.01%	351
2016 Q4	$51.8M	Hold	350,000	–	–	0.01%	344
2016 Q3	$49.3M	Hold	350,000	–	–	0.01%	341
2016 Q2	$49.2M	Hold	350,000	–	–	0.01%	329
2016 Q1	$47.2M	Hold	350,000	–	–	0.01%	336
2015 Q4	$41M	Hold	350,000	–	–	0.01%	365
2015 Q3	$41.5M	Hold	350,000	–	–	0.01%	361
2015 Q2	$43.3M	Hold	350,000	–	–	0.01%	379
2015 Q1	$44M	Hold	350,000	–	–	0.01%	378
2014 Q4	$37.5M	Hold	350,000	–	–	0.01%	392
2014 Q3	$30.2M	Hold	350,000	–	–	0.01%	401
2014 Q2	$36M	Hold	350,000	–	–	0.01%	383
2014 Q1	$35M	Hold	350,000	–	–	0.01%	375
2013 Q4	$33.6M	Hold	350,000	–	–	0.01%	375
2013 Q3	$33M	Buy	350,000 +50,000	+17%	+$4.58M	0.01%	375
2013 Q2	$25.2M	Buy	+300,000	New	+$25.3M	0.01%	384

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

Capital World Investors held its Watsco Inc (WSO) position steady in Q2 2026 at 339,018 shares worth $141M. The position accounts for 0.02% of the portfolio, ranked #360.

Capital World Investors first reported a position in WSO in Q2 2013 and has held it in 53 quarters since. The position peaked at $389M in Q4 2023. 645 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Capital World Investors held 339,018 shares of Watsco Inc worth $141M as of Q2 2026.
Capital World Investors left its Watsco Inc share count unchanged in Q2 2026.
Watsco Inc made up 0.02% of Capital World Investors's portfolio in Q2 2026, its #360 holding.
Capital World Investors first reported a position in Watsco Inc in Q2 2013 and has held it in 53 quarters since.
Capital World Investors's Watsco Inc position peaked at $389M in Q4 2023.
645 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

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