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McDonald Partners’s Watsco Inc WSO Stock Holding History

McDonald 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
Q2 		$22.9K Buy
+55
New +$22.1K 0.01% 392

Other funds holding WSO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

McDonald Partners's WSO Position: Q2 2026 in Review

McDonald Partners opened a new position in Watsco Inc (WSO) in Q2 2026: 55 shares worth $22.9K. The stake represents 0.01% of the portfolio and ranks #392 among its holdings.

236 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • McDonald Partners held 55 shares of Watsco Inc worth $22.9K as of Q2 2026.
  • Watsco Inc was a new McDonald Partners position in Q2 2026.
  • Watsco Inc made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #392 holding.
  • 236 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.