WCM Investment Management
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WCM Investment Management’s Watsco Inc WSO Stock Holding History

WCM Investment 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 		$1.31M Sell
3,184
-1,166
-27% -$469K ﹤0.01% 217
2026
Q1 		$1.52M Buy
4,350
+100
+2% +$38.7K ﹤0.01% 221
2025
Q4 		$1.46M Sell
4,250
-3,276
-44% -$1.17M ﹤0.01% 216
2025
Q3 		$3.01M Buy
7,526
+1,117
+17% +$478K 0.01% 181
2025
Q2 		$2.8M Buy
6,409
+11
+0.2% +$5.1K 0.01% 180
2025
Q1 		$3.21M Buy
6,398
+207
+3% +$102K 0.01% 205
2024
Q4 		$2.94M Sell
6,191
-406
-6% -$206K 0.01% 213
2024
Q3 		$3.27M Buy
6,597
+4
+0.1% +$1.92K 0.01% 182
2024
Q2 		$3.04M Sell
6,593
-1,797
-21% -$821K 0.01% 178
2024
Q1 		$3.62M Sell
8,390
-6,566
-44% -$2.64M 0.01% 167
2023
Q4 		$6.42M Buy
14,956
+1,772
+13% +$687K 0.02% 155
2023
Q3 		$4.99M Sell
13,184
-1,314
-9% -$475K 0.01% 151
2023
Q2 		$5.55M Sell
14,498
-298
-2% -$101K 0.02% 153
2023
Q1 		$4.71M Buy
14,796
+141
+1% +$41.4K 0.02% 157
2022
Q4 		$3.65M Buy
14,655
+11,793
+412% +$3.1M 0.01% 172
2022
Q3 		$733K Buy
2,862
+52
+2% +$14.1K ﹤0.01% 181
2022
Q2 		$669K Buy
2,810
+9
+0.3% +$2.37K ﹤0.01% 191
2022
Q1 		$853K Hold
2,801
– – ﹤0.01% 183
2021
Q4 		$876K Buy
2,801
+21
+0.8% +$6.22K ﹤0.01% 187
2021
Q3 		$736K Buy
2,780
+20
+0.7% +$5.61K ﹤0.01% 189
2021
Q2 		$791K Hold
2,760
– – ﹤0.01% 179
2021
Q1 		$720K Buy
2,760
+308
+13% +$75.9K ﹤0.01% 163
2020
Q4 		$556K Buy
2,452
+70
+3% +$16.1K ﹤0.01% 176
2020
Q3 		$555K Hold
2,382
– – ﹤0.01% 160
2020
Q2 		$423K Hold
2,382
– – ﹤0.01% 164
2020
Q1 		$376K Buy
+2,382
New +$402K ﹤0.01% 165

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

WCM Investment Management's WSO Position: Q2 2026 in Review

WCM Investment Management reduced its Watsco Inc (WSO) stake by 27% in Q2 2026, selling an estimated $469K and leaving 3,184 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #217.

WCM Investment Management first reported a position in WSO in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.42M in Q4 2023. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • WCM Investment Management held 3,184 shares of Watsco Inc worth $1.31M as of Q2 2026.
  • WCM Investment Management sold 1,166 Watsco Inc shares in Q2 2026, an estimated $469K.
  • Watsco Inc made up ﹤0.01% of WCM Investment Management's portfolio in Q2 2026, its #217 holding.
  • WCM Investment Management first reported a position in Watsco Inc in Q1 2020 and has held it in 26 quarters since.
  • WCM Investment Management's Watsco Inc position peaked at $6.42M in Q4 2023.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.