KJHP
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K.J. Harrison & Partners’s Watsco Inc WSO Stock Holding History

K.J. Harrison & 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 		$331K Hold
910
– – 0.05% 201
2025
Q4 		$307K Hold
910
– – 0.04% 199
2025
Q3 		$374K Sell
910
-7,150
-89% -$3.06M 0.05% 179
2025
Q2 		$3.56M Sell
8,060
-1,500
-16% -$696K 0.59% 56
2025
Q1 		$4.86M Hold
9,560
– – 0.95% 29
2024
Q4 		$4.48M Sell
9,560
-510
-5% -$258K 0.7% 40
2024
Q3 		$4.96M Hold
10,070
– – 0.75% 33
2024
Q2 		$4.66M Sell
10,070
-1,000
-9% -$457K 0.77% 35
2024
Q1 		$4.78M Hold
11,070
– – 0.74% 37
2023
Q4 		$4.74M Sell
11,070
-10
-0.1% -$3.87K 0.8% 38
2023
Q3 		$4.19M Hold
11,080
– – 0.94% 34
2023
Q2 		$4.21M Hold
11,080
– – 0.76% 33
2023
Q1 		$3.53M Hold
11,080
– – 0.71% 36
2022
Q4 		$3.74M Hold
11,080
– – 0.73% 39
2022
Q3 		$2.85M Sell
11,080
-50
-0.4% -$13.5K 1.01% 25
2022
Q2 		$2.66M Buy
11,130
+5,112
+85% +$1.35M 0.72% 37
2022
Q1 		$1.83M Hold
6,018
– – 0.29% 94
2021
Q4 		$1.89M Buy
6,018
+285
+5% +$84.4K 0.27% 117
2021
Q3 		$1.53M Sell
5,733
-250
-4% -$70.1K 0.22% 126
2021
Q2 		$1.72K Buy
5,983
+5,030
+528% +$1.44M 0.18% 117
2021
Q1 		$248K Sell
953
-8,550
-90% -$2.11M 0.04% 241
2020
Q4 		$2.15M Hold
9,503
– – 0.35% 90
2020
Q3 		$2.21M Sell
9,503
-100
-1% -$22.5K 0.46% 77
2020
Q2 		$1.71M Buy
9,603
+8,153
+562% +$1.35M 0.47% 71
2020
Q1 		$229K Sell
1,450
-10,000
-87% -$1.69M 0.13% 109
2019
Q4 		$2.06M Sell
11,450
-130
-1% -$22.9K 0.52% 70
2019
Q3 		$1.96M Buy
+11,580
New +$1.88M 0.54% 63

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

K.J. Harrison & Partners's WSO Position: Q1 2026 in Review

K.J. Harrison & Partners held its Watsco Inc (WSO) position steady in Q1 2026 at 910 shares worth $331K. The position accounts for 0.05% of the portfolio, ranked #201.

K.J. Harrison & Partners first reported a position in WSO in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.96M in Q3 2024. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • K.J. Harrison & Partners held 910 shares of Watsco Inc worth $331K as of Q1 2026.
  • K.J. Harrison & Partners left its Watsco Inc share count unchanged in Q1 2026.
  • Watsco Inc made up 0.05% of K.J. Harrison & Partners's portfolio in Q1 2026, its #201 holding.
  • K.J. Harrison & Partners first reported a position in Watsco Inc in Q3 2019 and has held it in 27 quarters since.
  • K.J. Harrison & Partners's Watsco Inc position peaked at $4.96M in Q3 2024.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.