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Coston McIsaac & Partners’s Watsco Inc WSO Stock Holding History

Coston McIsaac & Partners’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 		$0 Hold
2
– – ﹤0.01% 926
2025
Q4 		$0 Hold
2
– – ﹤0.01% 924
2025
Q3 		$0 Buy
+2
New +$855 ﹤0.01% 869

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Coston McIsaac & Partners's WSO Position: Q1 2026 in Review

Coston McIsaac & Partners held its Watsco Inc (WSO) position steady in Q1 2026 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Coston McIsaac & Partners first reported a position in WSO in Q3 2025 and has held it in 3 quarters since. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Coston McIsaac & Partners held 2 shares of Watsco Inc worth $0 as of Q1 2026.
  • Coston McIsaac & Partners left its Watsco Inc share count unchanged in Q1 2026.
  • Watsco Inc made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q1 2026, its #926 holding.
  • Coston McIsaac & Partners first reported a position in Watsco Inc in Q3 2025 and has held it in 3 quarters since.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.