Mackenzie Financial
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Mackenzie Financial’s Watsco Inc WSO Stock Holding History

Mackenzie 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
Q4 		– Sell
-35,188
Closed -$14.2M – 1831
2025
Q3 		$14.2M Buy
35,188
+32,090
+1,036% +$13.7M 0.02% 438
2025
Q2 		$1.37M Buy
3,098
+1,045
+51% +$485K ﹤0.01% 932
2025
Q1 		$1.04M Sell
2,053
-3,105
-60% -$1.53M ﹤0.01% 965
2024
Q4 		$2.44M Sell
5,158
-1,277
-20% -$647K ﹤0.01% 724
2024
Q3 		$3.17M Buy
6,435
+573
+10% +$275K ﹤0.01% 642
2024
Q2 		$2.72M Sell
5,862
-35
-0.6% -$16K ﹤0.01% 665
2024
Q1 		$2.55M Buy
5,897
+24
+0.4% +$9.64K ﹤0.01% 690
2023
Q4 		$2.52M Buy
+5,873
New +$2.28M ﹤0.01% 685
2022
Q1 		– Sell
-1,968
Closed -$616K – 1513
2021
Q4 		$616K Sell
1,968
-147
-7% -$43.5K ﹤0.01% 972
2021
Q3 		$560K Buy
2,115
+158
+8% +$44.3K ﹤0.01% 983
2021
Q2 		$561K Sell
1,957
-197
-9% -$56.4K ﹤0.01% 966
2021
Q1 		$562K Buy
2,154
+865
+67% +$213K ﹤0.01% 897
2020
Q4 		$292K Buy
+1,289
New +$296K ﹤0.01% 947
2018
Q2 		– Sell
-19,650
Closed -$3.56M – 1062
2018
Q1 		$3.56M Buy
+19,650
New +$3.41M 0.01% 486
2015
Q2 		– Sell
-4,062
Closed -$511K – 851
2015
Q1 		$511K Sell
4,062
-5,525
-58% -$634K ﹤0.01% 658
2014
Q4 		$1.03M Sell
9,587
-1,213
-11% -$120K 0.01% 528
2014
Q3 		$931K Sell
10,800
-13,840
-56% -$1.28M ﹤0.01% 521
2014
Q2 		$2.53M Sell
24,640
-9,508
-28% -$962K 0.01% 388
2014
Q1 		$3.41M Buy
34,148
+12,551
+58% +$1.21M 0.02% 346
2013
Q4 		$2.08M Buy
21,597
+7,471
+53% +$709K 0.01% 383
2013
Q3 		$1.33M Sell
14,126
-7,353
-34% -$673K 0.01% 426
2013
Q2 		$1.8M Buy
+21,479
New +$1.81M 0.01% 407

Other funds holding WSO

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Mackenzie Financial's WSO Position: Q4 2025 in Review

Mackenzie Financial sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 35,188 shares — an estimated $14.2M sold.

Mackenzie Financial first reported a position in WSO in Q2 2013 and held it in 22 quarters. The position peaked at $14.2M in Q3 2025. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Mackenzie Financial reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Mackenzie Financial sold 35,188 Watsco Inc shares in Q4 2025, an estimated $14.2M.
  • Mackenzie Financial first reported a position in Watsco Inc in Q2 2013 and held it in 22 quarters.
  • Mackenzie Financial's Watsco Inc position peaked at $14.2M in Q3 2025.
  • 766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Mackenzie Financial's 13F filing for Q4 2025, filed 18 Feb 2026.