Taylor Hoffman Capital Management’s Watsco Inc WSO Stock Holding History

Taylor Hoffman 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	$305K	Hold	731	–	–	0.07%	104
2026 Q1	$266K	Buy	731 +7	+1%	+$2.71K	0.08%	104
2025 Q4	$244K	Hold	724	–	–	0.07%	107
2025 Q3	$293K	Hold	724	–	–	0.09%	103
2025 Q2	$320K	Hold	724	–	–	0.11%	103
2025 Q1	$370K	Hold	724	–	–	0.14%	92
2024 Q4	$343K	Hold	724	–	–	0.12%	94
2024 Q3	$342K	Buy	+724	New	+$348K	0.13%	92

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

Taylor Hoffman Capital Management's WSO Position: Q2 2026 in Review

Taylor Hoffman Capital Management held its Watsco Inc (WSO) position steady in Q2 2026 at 731 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #104.

Taylor Hoffman Capital Management first reported a position in WSO in Q3 2024 and has held it in 8 quarters since. The position peaked at $370K in Q1 2025. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Taylor Hoffman Capital Management held 731 shares of Watsco Inc worth $305K as of Q2 2026.
Taylor Hoffman Capital Management left its Watsco Inc share count unchanged in Q2 2026.
Watsco Inc made up 0.07% of Taylor Hoffman Capital Management's portfolio in Q2 2026, its #104 holding.
Taylor Hoffman Capital Management first reported a position in Watsco Inc in Q3 2024 and has held it in 8 quarters since.
Taylor Hoffman Capital Management's Watsco Inc position peaked at $370K in Q1 2025.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.