SEC 13F Intelligence

Wendell David Associates Inc / WSO

Wendell David Associates Inc’s Watsco Inc Position

Does Wendell David Associates Inc own Watsco Inc (WSO)? Yes30.7K shares worth $11M (+1.22% of its 13F portfolio) as of Q1 2026, down from 31.4K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
30.7K
% of Portfolio
+1.22%
Quarters Held
29
currently held

Position History WSO

Reported value by quarter
Q1 ’19: $3MQ1 ’19Q2 ’19: $4MQ3 ’19: $4MQ4 ’19: $4MQ1 ’20: $4MQ1 ’20Q2 ’20: $4MQ3 ’20: $6MQ4 ’20: $5MQ1 ’21: $6MQ1 ’21Q2 ’21: $7MQ3 ’21: $7MQ4 ’21: $8MQ1 ’22: $9MQ1 ’22Q2 ’22: $7MQ3 ’22: $8MQ4 ’22: $8MQ1 ’23: $10MQ1 ’23Q2 ’23: $13MQ3 ’23: $12MQ4 ’23: $14MQ1 ’24: $14MQ1 ’24Q2 ’24: $15MQ3 ’24: $16MQ4 ’24: $15MQ1 ’25: $16MQ1 ’25Q2 ’25: $14MQ3 ’25: $13MQ4 ’25: $11MQ1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202630.7K$11M+1.22%
Q4 202531.4K$11M+1.07%
Q3 202532.1K$13M+1.28%
Q2 202532.1K$14M+1.42%
Q1 202532.1K$16M+1.63%
Q4 202432.2K$15M+1.51%
Q3 202432.4K$16M+1.53%
Q2 202433.1K$15M+1.56%
Q1 202433.0K$14M+1.44%
Q4 202332.9K$14M+1.52%
Q3 202332.6K$12M+1.45%
Q2 202332.9K$13M+1.42%
Q1 202332.9K$10M+1.24%
Q4 202231.4K$8M+0.96%
Q3 202231.4K$8M+1.09%
Q2 202230.4K$7M+0.92%
Q1 202228.7K$9M+0.97%
Q4 202127.1K$8M+0.86%
Q3 202126.2K$7M+0.77%
Q2 202123.2K$7M+0.74%
Q1 202123.6K$6M+0.74%
Q4 202023.8K$5M+0.66%
Q3 202023.7K$6M+0.74%
Q2 202023.7K$4M+0.61%
Q1 202023.3K$4M+0.62%
Q4 201923.7K$4M+0.59%
Q3 201923.8K$4M+0.59%
Q2 201923.9K$4M+0.59%
Q1 201923.6K$3M+0.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wendell David Associates Inc’s full portfolio or all institutional holders of WSO.