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J.W. Coons Advisors’s Watsco Inc WSO Stock Holding History

J.W. Coons 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
2025
Q2 		$1.35M Sell
3,047
-32
-1% -$14.8K 0.3% 79
2025
Q1 		$1.57M Buy
3,079
+5
+0.2% +$2.46K 0.41% 64
2024
Q4 		$1.46M Buy
3,074
+75
+3% +$38K 0.37% 65
2024
Q3 		$1.48M Buy
2,999
+20
+0.7% +$9.61K 0.37% 65
2024
Q2 		$1.38M Buy
2,979
+65
+2% +$29.7K 0.33% 64
2024
Q1 		$1.26M Buy
2,914
+288
+11% +$116K 0.28% 73
2023
Q4 		$1.13M Hold
2,626
– – 0.3% 79
2023
Q3 		$992K Sell
2,626
-100
-4% -$36.2K 0.29% 84
2023
Q2 		$1.04M Buy
2,726
+135
+5% +$45.8K 0.28% 84
2023
Q1 		$824K Buy
2,591
+230
+10% +$67.6K 0.24% 96
2022
Q4 		$589K Buy
2,361
+330
+16% +$86.8K 0.18% 126
2022
Q3 		$523K Buy
2,031
+260
+15% +$70.5K 0.2% 130
2022
Q2 		$427K Sell
1,771
-348
-16% -$91.6K 0.15% 153
2022
Q1 		$647K Buy
2,119
+30
+1% +$8.56K 0.19% 130
2021
Q4 		$655K Buy
2,089
+114
+6% +$33.8K 0.2% 126
2021
Q3 		$525K Buy
1,975
+590
+43% +$165K 0.18% 136
2021
Q2 		$396K Buy
1,385
+162
+13% +$46.4K 0.14% 158
2021
Q1 		$322K Buy
+1,223
New +$302K 0.12% 165

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

J.W. Coons Advisors's WSO Position: Q2 2025 in Review

J.W. Coons Advisors reduced its Watsco Inc (WSO) stake by 1% in Q2 2025, selling an estimated $14.8K and leaving 3,047 shares worth $1.35M. The position accounts for 0.3% of the portfolio, ranked #79.

J.W. Coons Advisors first reported a position in WSO in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.57M in Q1 2025. 806 funds tracked by Wall St. Rank hold WSO as of Q2 2025.

  • J.W. Coons Advisors held 3,047 shares of Watsco Inc worth $1.35M as of Q2 2025.
  • J.W. Coons Advisors sold 32 Watsco Inc shares in Q2 2025, an estimated $14.8K.
  • Watsco Inc made up 0.3% of J.W. Coons Advisors's portfolio in Q2 2025, its #79 holding.
  • J.W. Coons Advisors first reported a position in Watsco Inc in Q1 2021 and has held it in 18 quarters since.
  • J.W. Coons Advisors's Watsco Inc position peaked at $1.57M in Q1 2025.
  • 806 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.