MCF Advisors’s Watsco Inc WSO Stock Holding History

MCF Advisors’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	$48K	Sell	132 -82	-38%	-$31.8K	﹤0.01%	616
2025 Q4	$72.1K	Hold	214	–	–	﹤0.01%	454
2025 Q3	$86.5K	Hold	214	–	–	0.01%	345
2025 Q2	$94.5K	Buy	214 +68	+47%	+$31.5K	0.01%	317
2025 Q1	$74.2K	Sell	146 -4	-3%	-$1.97K	0.01%	348
2024 Q4	$71.2K	Buy	150 +35	+30%	+$17.7K	0.01%	353
2024 Q3	$56.6K	Buy	115 +25	+28%	+$12K	﹤0.01%	373
2024 Q2	$41.7K	Hold	90	–	–	﹤0.01%	417
2024 Q1	$38.9K	Buy	+90	New	+$36.2K	﹤0.01%	416
2022 Q4	–	Sell	-3	Closed	-$1K	–	884
2022 Q3	$1K	Sell	3 -6	-67%	-$1.63K	﹤0.01%	798
2022 Q2	$2K	Hold	9	–	–	﹤0.01%	650
2022 Q1	$3K	Buy	+9	New	+$2.57K	﹤0.01%	618
2020 Q3	–	Sell	-2	Closed	–	–	514
2020 Q2	$0	Buy	+2	New	+$331	﹤0.01%	510
2018 Q4	–	Sell	-32	Closed	-$6K	–	508
2018 Q3	$6K	Hold	32	–	–	﹤0.01%	388
2018 Q2	$6K	Hold	32	–	–	﹤0.01%	373
2018 Q1	$6K	Buy	+32	New	+$5.55K	﹤0.01%	371

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

MCF Advisors's WSO Position: Q1 2026 in Review

MCF Advisors reduced its Watsco Inc (WSO) stake by 38% in Q1 2026, selling an estimated $31.8K and leaving 132 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

MCF Advisors first reported a position in WSO in Q1 2018 and has held it in 16 quarters since. The position peaked at $94.5K in Q2 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

MCF Advisors held 132 shares of Watsco Inc worth $48K as of Q1 2026.
MCF Advisors sold 82 Watsco Inc shares in Q1 2026, an estimated $31.8K.
Watsco Inc made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #616 holding.
MCF Advisors first reported a position in Watsco Inc in Q1 2018 and has held it in 16 quarters since.
MCF Advisors's Watsco Inc position peaked at $94.5K in Q2 2025.
767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.