Davidson Kahn Capital Management’s Watsco Inc WSO Stock Holding History

Davidson Kahn Capital Management’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	$500K	Sell	1,199 -93	-7%	-$37.4K	0.21%	48
2026 Q1	$470K	Sell	1,292 -1,906	-60%	-$739K	0.25%	45
2025 Q4	$1.08M	Buy	3,198 +180	+6%	+$64.3K	0.56%	40
2025 Q3	$1.22M	Buy	3,018 +1,431	+90%	+$612K	0.68%	37
2025 Q2	$703K	Buy	1,587 +151	+11%	+$70K	0.45%	40
2025 Q1	$730K	Buy	1,436 +875	+156%	+$431K	0.56%	36
2024 Q4	$266K	Buy	+561	New	+$284K	0.24%	50

Other funds holding WSO

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

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Davidson Kahn Capital Management's WSO Position: Q2 2026 in Review

Davidson Kahn Capital Management reduced its Watsco Inc (WSO) stake by 7.2% in Q2 2026, selling an estimated $37.4K and leaving 1,199 shares worth $500K. The position accounts for 0.21% of the portfolio, ranked #48.

Davidson Kahn Capital Management first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q3 2025. 188 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Davidson Kahn Capital Management held 1,199 shares of Watsco Inc worth $500K as of Q2 2026.
Davidson Kahn Capital Management sold 93 Watsco Inc shares in Q2 2026, an estimated $37.4K.
Watsco Inc made up 0.21% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #48 holding.
Davidson Kahn Capital Management first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
Davidson Kahn Capital Management's Watsco Inc position peaked at $1.22M in Q3 2025.
188 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.