SEC 13F Intelligence

Motley Fool Asset Management LLC / WSO

Motley Fool Asset Management LLC’s Watsco Inc Position

Does Motley Fool Asset Management LLC own Watsco Inc (WSO)? Yes — 35.4K shares worth $13M (+0.55% of its 13F portfolio) as of Q1 2026, down from 36.8K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
35.4K
% of Portfolio
+0.55%
Quarters Held
30
currently held

Position History WSO

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $20MQ2 ’19: $25MQ3 ’19: $26MQ4 ’19: $28MQ4 ’19Q1 ’20: $27MQ2 ’20: $31MQ3 ’20: $41MQ4 ’20: $41MQ4 ’20Q1 ’21: $48MQ2 ’21: $53MQ3 ’21: $48MQ4 ’21: $57MQ4 ’21Q1 ’22: $51MQ2 ’22: $39MQ3 ’22: $40MQ4 ’22: $29MQ4 ’22Q1 ’23: $34MQ2 ’23: $40MQ3 ’23: $34MQ4 ’23: $38MQ4 ’23Q1 ’24: $35MQ2 ’24: $25MQ3 ’24: $26MQ4 ’24: $25MQ4 ’24Q1 ’25: $23MQ2 ’25: $18MQ3 ’25: $16MQ4 ’25: $12MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202635.4K$13M+0.55%
Q4 202536.8K$12M+0.48%
Q3 202538.4K$16M+0.64%
Q2 202539.9K$18M+0.81%
Q1 202545.2K$23M+1.29%
Q4 202453.2K$25M+1.31%
Q3 202452.5K$26M+1.54%
Q2 202453.6K$25M+1.64%
Q1 202480.3K$35M+2.24%
Q4 202388.0K$38M+2.81%
Q3 202388.8K$34M+2.69%
Q2 2023103.6K$40M+3.52%
Q1 2023106.6K$34M+3.75%
Q4 2022115.2K$29M+3.24%
Q3 2022155.1K$40M+3.93%
Q2 2022159.5K$39M+3.67%
Q1 2022168.3K$51M+3.76%
Q4 2021181.2K$57M+3.62%
Q3 2021182.8K$48M+3.14%
Q2 2021183.3K$53M+3.47%
Q1 2021184.8K$48M+3.47%
Q4 2020180.2K$41M+3.05%
Q3 2020175.7K$41M+3.63%
Q2 2020174.3K$31M+3.10%
Q1 2020172.6K$27M+3.54%
Q4 2019152.8K$28M+2.96%
Q3 2019153.4K$26M+3.02%
Q2 2019153.7K$25M+2.80%
Q1 2019139.4K$20M+2.31%
Q4 2018108.4K$15M+2.11%

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