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Crown Oak Advisors’s Watsco Inc WSO Stock Holding History

Crown Oak Advisors’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 		$12.2M Buy
29,315
+2,218
+8% +$892K 5.69% 5
2026
Q1 		$9.86M Buy
27,097
+376
+1% +$146K 4.94% 8
2025
Q4 		$9M Buy
26,721
+2,800
+12% +$1,000K 4.27% 9
2025
Q3 		$10.6M Hold
23,921
– – 5% 7
2025
Q2 		$10.6M Sell
23,921
-450
-2% -$209K 5% 7
2025
Q1 		$12.4M Buy
24,371
+250
+1% +$123K 6.26% 5
2024
Q4 		$11.4M Buy
24,121
+4,101
+20% +$2.08M 5.88% 5
2024
Q3 		$9.85M Sell
20,020
-1,185
-6% -$570K 5.47% 7
2024
Q2 		$9.82M Buy
21,205
+33
+0.2% +$15.1K 5.55% 5
2024
Q1 		$9.15M Buy
21,172
+34
+0.2% +$13.7K 5.04% 8
2023
Q4 		$9.06M Buy
+21,138
New +$8.19M 5.3% 9

Other funds holding WSO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

Crown Oak Advisors's WSO Position: Q2 2026 in Review

Crown Oak Advisors increased its Watsco Inc (WSO) stake by 8.2% in Q2 2026, buying an estimated $892K and bringing the position to 29,315 shares worth $12.2M. The position accounts for 5.69% of the portfolio, ranked #5.

Crown Oak Advisors first reported a position in WSO in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.4M in Q1 2025. 393 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Crown Oak Advisors held 29,315 shares of Watsco Inc worth $12.2M as of Q2 2026.
  • Crown Oak Advisors bought 2,218 Watsco Inc shares in Q2 2026, an estimated $892K.
  • Watsco Inc made up 5.69% of Crown Oak Advisors's portfolio in Q2 2026, its #5 holding.
  • Crown Oak Advisors first reported a position in Watsco Inc in Q4 2023 and has held it in 11 quarters since.
  • Crown Oak Advisors's Watsco Inc position peaked at $12.4M in Q1 2025.
  • 393 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Crown Oak Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.