SEC 13F Intelligence

Davenport & Co LLC / WSO

Davenport & Co LLC’s Watsco Inc Position

Does Davenport & Co LLC own Watsco Inc (WSO)? Yes530.4K shares worth $220M (+1.08% of its 13F portfolio) as of Q2 2026, down from 545.3K shares the prior filed quarter.

Position Value
$220M
Q2 2026
Shares
530.4K
% of Portfolio
+1.08%
Quarters Held
31
currently held

Position History WSO

Reported value by quarter
Q4 ’18: $91MQ4 ’18Q1 ’19: $103MQ2 ’19: $118MQ3 ’19: $121MQ4 ’19: $136MQ4 ’19Q1 ’20: $116MQ2 ’20: $133MQ3 ’20: $145MQ4 ’20: $141MQ4 ’20Q1 ’21: $161MQ2 ’21: $185MQ3 ’21: $167MQ4 ’21: $196MQ4 ’21Q1 ’22: $180MQ2 ’22: $128MQ3 ’22: $139MQ4 ’22: $143MQ4 ’22Q1 ’23: $154MQ2 ’23: $168MQ3 ’23: $168MQ4 ’23: $164MQ4 ’23Q1 ’24: $164MQ2 ’24: $151MQ3 ’24: $152MQ4 ’24: $155MQ4 ’24Q1 ’25: $164MQ2 ’25: $141MQ3 ’25: $144MQ4 ’25: $159MQ4 ’25Q1 ’26: $198MQ2 ’26: $220Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026530.4K$220M+1.08%
Q1 2026545.3K$198M+1.08%
Q4 2025470.2K$159M+0.85%
Q3 2025356.8K$144M+0.77%
Q2 2025320.8K$141M+0.77%
Q1 2025324.8K$164M+0.95%
Q4 2024327.7K$155M+0.88%
Q3 2024308.1K$152M+0.86%
Q2 2024326.0K$151M+0.91%
Q1 2024380.2K$164M+1.01%
Q4 2023382.4K$164M+1.11%
Q3 2023443.8K$168M+1.27%
Q2 2023441.2K$168M+1.23%
Q1 2023484.6K$154M+1.20%
Q4 2022571.2K$143M+1.17%
Q3 2022540.6K$139M+1.21%
Q2 2022538.0K$128M+1.05%
Q1 2022589.9K$180M+1.23%
Q4 2021626.4K$196M+1.29%
Q3 2021632.9K$167M+1.18%
Q2 2021645.1K$185M+1.42%
Q1 2021615.9K$161M+1.51%
Q4 2020622.8K$141M+1.39%
Q3 2020623.7K$145M+1.62%
Q2 2020750.6K$133M+1.63%
Q1 2020736.7K$116M+1.67%
Q4 2019755.7K$136M+1.46%
Q3 2019734.1K$121M+1.45%
Q2 2019721.0K$118M+1.40%
Q1 2019717.9K$103M+1.28%
Q4 2018652.6K$91M+1.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Davenport & Co LLC’s full portfolio or all institutional holders of WSO.