Marsico Capital Management’s Watsco Inc WSO Stock Holding History

Marsico Capital Management’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 Q2	$6.01M	Hold	14,415	–	–	0.16%	69
2026 Q1	$5.24M	Hold	14,415	–	–	0.15%	62
2025 Q4	$4.86M	Hold	14,415	–	–	0.14%	68
2025 Q3	$5.83M	Hold	14,415	–	–	0.15%	70
2025 Q2	$6.37M	Hold	14,415	–	–	0.17%	57
2025 Q1	$7.33M	Hold	14,415	–	–	0.25%	50
2024 Q4	$6.83M	Sell	14,415 -4,569	-24%	-$2.31M	0.19%	52
2024 Q3	$9.34M	Sell	18,984 -3,439	-15%	-$1.65M	0.26%	42
2024 Q2	$10.4M	Hold	22,423	–	–	0.31%	35
2024 Q1	$9.69M	Sell	22,423 -6,303	-22%	-$2.53M	0.32%	39
2023 Q4	$12.3M	Buy	28,726 +8,008	+39%	+$3.1M	0.48%	31
2023 Q3	$7.83M	Buy	20,718 +12,998	+168%	+$4.7M	0.34%	39
2023 Q2	$2.94M	Hold	7,720	–	–	0.12%	55
2023 Q1	$2.46M	Buy	+7,720	New	+$2.27M	0.12%	55

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Marsico Capital Management's WSO Position: Q2 2026 in Review

Marsico Capital Management held its Watsco Inc (WSO) position steady in Q2 2026 at 14,415 shares worth $6.01M. The position accounts for 0.16% of the portfolio, ranked #69.

Marsico Capital Management first reported a position in WSO in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.3M in Q4 2023. 782 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Marsico Capital Management held 14,415 shares of Watsco Inc worth $6.01M as of Q2 2026.
Marsico Capital Management left its Watsco Inc share count unchanged in Q2 2026.
Watsco Inc made up 0.16% of Marsico Capital Management's portfolio in Q2 2026, its #69 holding.
Marsico Capital Management first reported a position in Watsco Inc in Q1 2023 and has held it in 14 quarters since.
Marsico Capital Management's Watsco Inc position peaked at $12.3M in Q4 2023.
782 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Marsico Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.