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KKM Financial’s Watsco Inc WSO Stock Holding History

KKM Financial’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
Q3 		– Sell
-508
Closed -$224K – 156
2025
Q2 		$224K Hold
508
– – 0.08% 148
2025
Q1 		$258K Hold
508
– – 0.11% 129
2024
Q4 		$241K Hold
508
– – 0.1% 138
2024
Q3 		$250K Buy
+508
New +$244K 0.12% 127

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

KKM Financial's WSO Position: Q3 2025 in Review

KKM Financial sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 508 shares — an estimated $224K sold.

KKM Financial first reported a position in WSO in Q3 2024 and held it in 4 quarters. The position peaked at $258K in Q1 2025. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • KKM Financial reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • KKM Financial sold 508 Watsco Inc shares in Q3 2025, an estimated $224K.
  • KKM Financial first reported a position in Watsco Inc in Q3 2024 and held it in 4 quarters.
  • KKM Financial's Watsco Inc position peaked at $258K in Q1 2025.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on KKM Financial's 13F filing for Q3 2025, filed 14 Nov 2025.