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McIlrath & Eck’s Watsco Inc WSO Stock Holding History

McIlrath & Eck’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 		$6.55K Hold
18
– – ﹤0.01% 1157
2025
Q4 		$6.07K Buy
+18
New +$6.43K ﹤0.01% 745
2025
Q3 		– Sell
-40
Closed -$17.7K – 987
2025
Q2 		$17.7K Hold
40
– – ﹤0.01% 500
2025
Q1 		$20.3K Hold
40
– – ﹤0.01% 482
2024
Q4 		$19K Hold
40
– – ﹤0.01% 497
2024
Q3 		$19.7K Hold
40
– – ﹤0.01% 473
2024
Q2 		$18.5K Sell
40
-36
-47% -$16.5K ﹤0.01% 476
2024
Q1 		$32.8K Buy
76
+56
+280% +$22.5K 0.01% 354
2023
Q4 		$8.57K Buy
+20
New +$7.75K ﹤0.01% 590

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

McIlrath & Eck's WSO Position: Q1 2026 in Review

McIlrath & Eck held its Watsco Inc (WSO) position steady in Q1 2026 at 18 shares worth $6.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

McIlrath & Eck first reported a position in WSO in Q4 2023 and has held it in 9 quarters since. The position peaked at $32.8K in Q1 2024. 770 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • McIlrath & Eck held 18 shares of Watsco Inc worth $6.55K as of Q1 2026.
  • McIlrath & Eck left its Watsco Inc share count unchanged in Q1 2026.
  • Watsco Inc made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1157 holding.
  • McIlrath & Eck first reported a position in Watsco Inc in Q4 2023 and has held it in 9 quarters since.
  • McIlrath & Eck's Watsco Inc position peaked at $32.8K in Q1 2024.
  • 770 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.