YC
WSO icon

Yarbrough Capital’s Watsco Inc WSO Stock Holding History

Yarbrough Capital’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
2025
Q4 		– Sell
-716
Closed -$289K – 174
2025
Q3 		$289K Hold
716
– – 0.01% 152
2025
Q2 		$316K Hold
716
– – 0.01% 147
2025
Q1 		$364K Buy
+716
New +$353K 0.02% 156
2024
Q3 		– Sell
-1,447
Closed -$670K – 210
2024
Q2 		$670K Hold
1,447
– – 0.03% 111
2024
Q1 		$625K Hold
1,447
– – 0.03% 116
2023
Q4 		$620K Hold
1,447
– – 0.03% 116
2023
Q3 		$547K Hold
1,447
– – 0.03% 116
2023
Q2 		$552K Hold
1,447
– – 0.03% 128
2023
Q1 		$460K Hold
1,447
– – 0.04% 135
2022
Q4 		$361K Hold
1,447
– – 0.03% 126
2022
Q3 		$373K Buy
+1,447
New +$392K 0.03% 133

Other funds holding WSO

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Yarbrough Capital's WSO Position: Q4 2025 in Review

Yarbrough Capital sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 716 shares — an estimated $289K sold.

Yarbrough Capital first reported a position in WSO in Q3 2022 and held it in 11 quarters. The position peaked at $670K in Q2 2024. 767 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Yarbrough Capital reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Yarbrough Capital sold 716 Watsco Inc shares in Q4 2025, an estimated $289K.
  • Yarbrough Capital first reported a position in Watsco Inc in Q3 2022 and held it in 11 quarters.
  • Yarbrough Capital's Watsco Inc position peaked at $670K in Q2 2024.
  • 767 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Yarbrough Capital's 13F filing for Q4 2025, filed 14 Jan 2026.