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 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 $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

Taylor Hoffman Capital Management's WSO Position: Q1 2026 in Review

Taylor Hoffman Capital Management increased its Watsco Inc (WSO) stake by 0.97% in Q1 2026, buying an estimated $2.71K and bringing the position to 731 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #104.

Taylor Hoffman Capital Management first reported a position in WSO in Q3 2024 and has held it in 7 quarters since. The position peaked at $370K in Q1 2025. 768 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Taylor Hoffman Capital Management held 731 shares of Watsco Inc worth $266K as of Q1 2026.
Taylor Hoffman Capital Management bought 7 Watsco Inc shares in Q1 2026, an estimated $2.71K.
Watsco Inc made up 0.08% of Taylor Hoffman Capital Management's portfolio in Q1 2026, its #104 holding.
Taylor Hoffman Capital Management first reported a position in Watsco Inc in Q3 2024 and has held it in 7 quarters since.
Taylor Hoffman Capital Management's Watsco Inc position peaked at $370K in Q1 2025.
768 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q1 2026, filed 13 May 2026.