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Advisors Capital Management, LLC

Position in WSO — Watsco Inc

CIK 1345576 RIDGEWOOD, NJ

Position in WSO

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$8,285,842
+$920,550 QoQ
Shares Held
19,883
-1.8% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#151
of 780 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 61% Shared 0% None 39%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

Advisors Capital Management, LLC holds $28,587,415 across 5 Industrial Distribution names. WSO ranks #2 (29.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 WSO
Watsco Inc
This page
19,883 $8,285,842

All Filings in WSO

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,285,842 19,883
2026-03-31 $7,365,292 20,246
2025-12-31 $6,786,509 20,141
2025-09-30 $7,699,084 19,043
2025-06-30 $7,972,565 18,053
2025-03-31 $8,422,531 16,570
2024-12-31 $7,819,185 16,500
2024-09-30 $8,050,108 16,366
2024-06-30 $7,657,820 16,531
2024-03-31 $8,097,709 18,746
2023-12-31 $7,666,613 17,893
2023-09-30 $6,411,419 16,974
2023-06-30 $6,414,036 16,814
2023-03-31 $6,009,724 18,889
2022-12-31 $4,561,775 18,291
2022-09-30 $4,364,461 16,952
2022-06-30 $3,124,243 13,082
2022-03-31 $3,828,106 12,566
2021-12-31 $3,674,775 11,745
2021-09-30 $2,739,346 10,352
2021-06-30 $2,444,179 8,527
2021-03-31 $1,771,014 6,792
2020-12-31 $1,071,581 4,730
2020-09-30 $934,354 4,012
2020-06-30 $668,329 3,761
2020-03-31 $573,332 3,628