Motley Fool Wealth Management, LLC - WATSCO INC ownership

WATSCO INC's ticker is WSO and the CUSIP is 942622200. A total of 559 filers reported holding WATSCO INC in Q4 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.

About WATSCO INC

Watsco Inc. is a leading distributor of heating, ventilation, and air conditioning (HVAC) equipment and related parts and supplies. The company operates in the United States, Canada, Mexico, and Puerto Rico, and has a market capitalization of over $10 billion.

Watsco's success can be attributed to its focus on customer service and its ability to adapt to changing market conditions. The company has a strong network of over 600 locations, which allows it to provide timely and efficient service to its customers.

In recent years, Watsco has also made significant investments in technology, including the development of its own e-commerce platform. This has helped the company to streamline its operations and improve its customer experience.

Despite the challenges posed by the COVID-19 pandemic, Watsco has continued to perform well. In the third quarter of 2020, the company reported record sales and earnings, driven by strong demand for HVAC equipment and supplies.

Looking ahead, Watsco is well-positioned to benefit from the growing demand for energy-efficient HVAC systems and the increasing focus on indoor air quality. With its strong customer relationships, extensive distribution network, and commitment to innovation, Watsco is likely to remain a leader in the HVAC industry for years to come.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Motley Fool Wealth Management, LLC ownership history of WATSCO INC
ValueSharesWeighting
Q3 2023$18,537,940
+4.0%
48,938
+4.7%
1.07%
+2.2%
Q2 2023$17,822,184
-29.8%
46,720
-41.5%
1.05%
-33.8%
Q1 2023$25,393,814
+23.7%
79,815
-3.1%
1.59%
+11.2%
Q4 2022$20,536,543
-23.8%
82,378
-21.3%
1.43%
-19.1%
Q3 2022$26,938,000
+4.7%
104,632
-2.9%
1.76%
+9.1%
Q2 2022$25,732,000
-24.4%
107,746
-3.5%
1.62%
-0.6%
Q1 2022$34,021,000
-4.8%
111,675
-2.3%
1.62%
+4.4%
Q4 2021$35,750,000
+11.7%
114,262
-5.6%
1.56%
+11.8%
Q3 2021$32,014,000
-8.6%
120,981
-1.0%
1.39%
-5.5%
Q2 2021$35,024,000
+9.1%
122,190
-0.7%
1.47%
+2.1%
Q1 2021$32,097,000
+14.7%
123,096
-0.3%
1.44%
+15.9%
Q4 2020$27,979,000
-1.6%
123,501
+1.1%
1.24%
-15.8%
Q3 2020$28,447,000
+35.4%
122,147
+3.3%
1.48%
+24.0%
Q2 2020$21,003,000
+13.9%
118,196
+1.3%
1.19%
-10.4%
Q1 2020$18,443,000
-6.4%
116,707
+6.7%
1.33%
+12.6%
Q4 2019$19,712,000
+5.6%
109,419
-0.9%
1.18%
-4.1%
Q3 2019$18,672,000
+2.9%
110,367
-0.5%
1.23%
+8.4%
Q2 2019$18,141,000
+13.0%
110,932
-1.0%
1.14%
+10.1%
Q1 2019$16,048,000
+50.7%
112,063
+46.4%
1.03%
+27.4%
Q4 2018$10,648,000
-1.1%
76,527
+26.6%
0.81%
+17.7%
Q3 2018$10,767,000
-0.2%
60,456
-0.1%
0.69%
-9.6%
Q2 2018$10,790,000
-0.4%
60,523
+1.1%
0.76%
-4.6%
Q1 2018$10,832,000
+9.4%
59,855
+2.8%
0.80%
+4.9%
Q4 2017$9,901,000
+8.5%
58,225
+2.8%
0.76%
-1.9%
Q3 2017$9,125,000
+6.2%
56,653
+1.6%
0.78%
-0.4%
Q2 2017$8,594,000
+106.8%
55,735
+92.1%
0.78%
+95.0%
Q1 2017$4,155,000
+2.5%
29,018
+6.1%
0.40%
-7.4%
Q4 2016$4,052,000
+57.3%
27,357
+49.6%
0.43%
+58.8%
Q3 2016$2,576,000
-1.6%
18,283
-1.7%
0.27%
-5.2%
Q2 2016$2,617,00018,6010.29%
Other shareholders
WATSCO INC shareholders Q4 2022
NameSharesValueWeighting ↓
CALEDONIA INVESTMENTS PLC 239,084$90,218,34713.23%
Patrick Mauro Investment Advisor, INC. 32,202$12,163,2527.88%
BOSTON FINANCIAL MANGEMENT LLC 353,743$133,615,7175.00%
Hamlin Capital Management, LLC 279,827$105,696,2543.64%
Kensington Investment Counsel, LLC 13,819$5,219,7133.24%
LaFleur & Godfrey LLC 52,561$19,853,2093.18%
HOWLAND CAPITAL MANAGEMENT LLC 141,246$53,351,4403.11%
Covington Investment Advisors Inc. 38,360$14,4893.08%
Prospect Capital Advisors, LLC 19,000$7,176,6803.06%
Pembroke Management, LTD 59,229$22,371,9783.05%
View complete list of WATSCO INC shareholders