Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Watsco Inc WSO Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$207K Sell
497
-11,348
-96% -$4.56M ﹤0.01% 1562
2026
Q1 		$4.31M Sell
11,845
-6,152
-34% -$2.38M 0.01% 723
2025
Q4 		$6.06M Buy
17,997
+14,018
+352% +$5.01M 0.02% 591
2025
Q3 		$1.61M Sell
3,979
-692
-15% -$296K 0.01% 922
2025
Q2 		$2.06M Sell
4,671
-12,011
-72% -$5.57M 0.01% 850
2025
Q1 		$8.48M Sell
16,682
-1,393
-8% -$687K 0.04% 365
2024
Q4 		$8.57M Sell
18,075
-4,624
-20% -$2.34M 0.04% 362
2024
Q3 		$11.2M Sell
22,699
-12,101
-35% -$5.82M 0.05% 253
2024
Q2 		$16.1M Sell
34,800
-12,183
-26% -$5.57M 0.07% 215
2024
Q1 		$20.3M Buy
46,983
+21,949
+88% +$8.82M 0.09% 202
2023
Q4 		$10.7M Buy
25,034
+4,908
+24% +$1.9M 0.05% 264
2023
Q3 		$7.6M Sell
20,126
-3,941
-16% -$1.42M 0.04% 295
2023
Q2 		$9.18M Buy
24,067
+12,601
+110% +$4.27M 0.05% 268
2023
Q1 		$3.65M Buy
11,466
+10,509
+1,098% +$3.09M 0.02% 425
2022
Q4 		$239K Buy
+957
New +$252K ﹤0.01% 1021
2021
Q2 		– Sell
-2,393
Closed -$624K – 1123
2021
Q1 		$624K Buy
+2,393
New +$590K ﹤0.01% 763
2020
Q4 		– Sell
-3,208
Closed -$747K – 1059
2020
Q3 		$747K Buy
+3,208
New +$723K 0.01% 677
2020
Q2 		– Sell
-1,450
Closed -$229K – 1189
2020
Q1 		$229K Buy
+1,450
New +$245K ﹤0.01% 846

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
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

Connor, Clark & Lunn Investment Management (CC&L)'s WSO Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its Watsco Inc (WSO) stake by 96% in Q2 2026, selling an estimated $4.56M and leaving 497 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in WSO in Q1 2020 and has held it in 18 quarters since. The position peaked at $20.3M in Q1 2024. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 497 shares of Watsco Inc worth $207K as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 11,348 Watsco Inc shares in Q2 2026, an estimated $4.56M.
  • Watsco Inc made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #1562 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Watsco Inc in Q1 2020 and has held it in 18 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Watsco Inc position peaked at $20.3M in Q1 2024.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.