Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Watsco Inc WSO Stock Holding History

Luther King Capital Management (LKCM)’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 		$38.6M Sell
106,083
-10,903
-9% -$4.22M 0.17% 94
2025
Q4 		$39.4M Sell
116,986
-15,696
-12% -$5.6M 0.16% 100
2025
Q3 		$53.6M Sell
132,682
-2,350
-2% -$1M 0.22% 86
2025
Q2 		$59.6M Buy
135,032
+4,538
+3% +$2.11M 0.26% 86
2025
Q1 		$66.3M Buy
130,494
+3,619
+3% +$1.78M 0.31% 78
2024
Q4 		$60.1M Buy
126,875
+4,728
+4% +$2.39M 0.26% 80
2024
Q3 		$60.1M Buy
122,147
+15,700
+15% +$7.55M 0.26% 84
2024
Q2 		$49.3M Buy
106,447
+3,236
+3% +$1.48M 0.22% 92
2024
Q1 		$44.6M Buy
103,211
+5,867
+6% +$2.36M 0.2% 94
2023
Q4 		$41.7M Buy
97,344
+3,760
+4% +$1.46M 0.2% 98
2023
Q3 		$35.3M Buy
93,584
+20,407
+28% +$7.38M 0.18% 99
2023
Q2 		$27.9M Buy
73,177
+34,467
+89% +$11.7M 0.14% 109
2023
Q1 		$12.3M Buy
38,710
+17,811
+85% +$5.23M 0.07% 136
2022
Q4 		$5.21M Buy
20,899
+9,828
+89% +$2.58M 0.03% 176
2022
Q3 		$2.85M Buy
11,071
+2,841
+35% +$770K 0.02% 252
2022
Q2 		$1.97M Buy
8,230
+846
+11% +$223K 0.01% 297
2022
Q1 		$2.25M Buy
7,384
+1,190
+19% +$339K 0.01% 297
2021
Q4 		$1.94M Buy
6,194
+7
+0.1% +$2.07K 0.01% 313
2021
Q3 		$1.64M Buy
6,187
+108
+2% +$30.3K 0.01% 331
2021
Q2 		$1.74M Sell
6,079
-620
-9% -$178K 0.01% 339
2021
Q1 		$1.75M Buy
6,699
+502
+8% +$124K 0.01% 318
2020
Q4 		$1.4M Buy
6,197
+1,560
+34% +$359K 0.01% 326
2020
Q3 		$1.08M Buy
4,637
+900
+24% +$203K 0.01% 319
2020
Q2 		$664K Buy
3,737
+312
+9% +$51.6K ﹤0.01% 367
2020
Q1 		$541K Sell
3,425
-488
-12% -$82.4K ﹤0.01% 378
2019
Q4 		$705K Buy
3,913
+303
+8% +$53.3K ﹤0.01% 375
2019
Q3 		$611K Sell
3,610
-95
-3% -$15.4K ﹤0.01% 379
2019
Q2 		$606K Buy
3,705
+1,515
+69% +$238K ﹤0.01% 373
2019
Q1 		$314K Sell
2,190
-2,540
-54% -$364K ﹤0.01% 455
2018
Q4 		$658K Buy
4,730
+1,200
+34% +$183K 0.01% 377
2018
Q3 		$629K Sell
3,530
-100
-3% -$17.7K ﹤0.01% 407
2018
Q2 		$647K Sell
3,630
-150
-4% -$27.3K 0.01% 392
2018
Q1 		$684K Sell
3,780
-807
-18% -$140K 0.01% 390
2017
Q4 		$780K Sell
4,587
-20,418
-82% -$3.37M 0.01% 385
2017
Q3 		$4.03M Buy
25,005
+115
+0.5% +$17.4K 0.04% 209
2017
Q2 		$3.84M Sell
24,890
-7,030
-22% -$1M 0.03% 213
2017
Q1 		$4.57M Sell
31,920
-19,195
-38% -$2.87M 0.04% 218
2016
Q4 		$7.57M Sell
51,115
-19,505
-28% -$2.83M 0.07% 177
2016
Q3 		$9.95M Sell
70,620
-69,565
-50% -$9.97M 0.1% 160
2016
Q2 		$19.7M Sell
140,185
-18,340
-12% -$2.46M 0.19% 112
2016
Q1 		$21.4M Sell
158,525
-91,150
-37% -$11.1M 0.21% 103
2015
Q4 		$29.2M Sell
249,675
-1,225
-0.5% -$151K 0.27% 93
2015
Q3 		$29.7M Buy
250,900
+19,670
+9% +$2.45M 0.29% 87
2015
Q2 		$28.6M Buy
231,230
+21,900
+10% +$2.73M 0.25% 105
2015
Q1 		$26.3M Buy
+209,330
New +$24M 0.22% 121
2013
Q4 		– Sell
-3,000
Closed -$283K – 637
2013
Q3 		$283K Hold
3,000
– – ﹤0.01% 612
2013
Q2 		$252K Buy
+3,000
New +$253K ﹤0.01% 627

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

Luther King Capital Management (LKCM)'s WSO Position: Q1 2026 in Review

Luther King Capital Management (LKCM) reduced its Watsco Inc (WSO) stake by 9.3% in Q1 2026, selling an estimated $4.22M and leaving 106,083 shares worth $38.6M. The position accounts for 0.17% of the portfolio, ranked #94.

Luther King Capital Management (LKCM) first reported a position in WSO in Q2 2013 and has held it in 47 quarters since. The position peaked at $66.3M in Q1 2025. 768 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Luther King Capital Management (LKCM) held 106,083 shares of Watsco Inc worth $38.6M as of Q1 2026.
  • Luther King Capital Management (LKCM) sold 10,903 Watsco Inc shares in Q1 2026, an estimated $4.22M.
  • Watsco Inc made up 0.17% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #94 holding.
  • Luther King Capital Management (LKCM) first reported a position in Watsco Inc in Q2 2013 and has held it in 47 quarters since.
  • Luther King Capital Management (LKCM)'s Watsco Inc position peaked at $66.3M in Q1 2025.
  • 768 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.