Wendell David Associates Inc / WSO
Wendell David Associates Inc’s Watsco Inc Position
Does Wendell David Associates Inc own Watsco Inc (WSO)? Yes — 30.7K 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
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 30.7K | $11M | +1.22% |
| Q4 2025 | 31.4K | $11M | +1.07% |
| Q3 2025 | 32.1K | $13M | +1.28% |
| Q2 2025 | 32.1K | $14M | +1.42% |
| Q1 2025 | 32.1K | $16M | +1.63% |
| Q4 2024 | 32.2K | $15M | +1.51% |
| Q3 2024 | 32.4K | $16M | +1.53% |
| Q2 2024 | 33.1K | $15M | +1.56% |
| Q1 2024 | 33.0K | $14M | +1.44% |
| Q4 2023 | 32.9K | $14M | +1.52% |
| Q3 2023 | 32.6K | $12M | +1.45% |
| Q2 2023 | 32.9K | $13M | +1.42% |
| Q1 2023 | 32.9K | $10M | +1.24% |
| Q4 2022 | 31.4K | $8M | +0.96% |
| Q3 2022 | 31.4K | $8M | +1.09% |
| Q2 2022 | 30.4K | $7M | +0.92% |
| Q1 2022 | 28.7K | $9M | +0.97% |
| Q4 2021 | 27.1K | $8M | +0.86% |
| Q3 2021 | 26.2K | $7M | +0.77% |
| Q2 2021 | 23.2K | $7M | +0.74% |
| Q1 2021 | 23.6K | $6M | +0.74% |
| Q4 2020 | 23.8K | $5M | +0.66% |
| Q3 2020 | 23.7K | $6M | +0.74% |
| Q2 2020 | 23.7K | $4M | +0.61% |
| Q1 2020 | 23.3K | $4M | +0.62% |
| Q4 2019 | 23.7K | $4M | +0.59% |
| Q3 2019 | 23.8K | $4M | +0.59% |
| Q2 2019 | 23.9K | $4M | +0.59% |
| Q1 2019 | 23.6K | $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.