Position in WSO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$69,264,693
+$10,098,252 QoQ
Shares Held
166,210
+2.2% QoQ
Ownership
0.403%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#37
of 780 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $136,746,891 across 2 Industrial Distribution names. WSO ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
166,210 | $69,264,693 | |
| 2 | FAST |
Fastenal Co
|
1,405,001 | $67,482,198 |
All Filings in WSO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,264,693 | 166,210 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $59,166,441 | 162,639 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $37,041,250 | 109,931 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $50,452,192 | 124,789 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $37,300,550 | 84,463 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $757,875 | 1,491 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $664,867 | 1,403 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $702,896 | 1,429 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $719,411 | 1,553 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,203,036 | 2,785 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,214,283 | 2,834 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,084,434 | 2,871 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $978,089 | 2,564 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $868,576 | 2,730 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $576,114 | 2,310 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $573,878 | 2,229 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $554,540 | 2,322 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $612,021 | 2,009 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $598,226 | 1,912 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $437,946 | 1,655 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $491,587 | 1,715 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $444,057 | 1,703 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $394,650 | 1,742 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $585,718 | 2,515 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $545,894 | 3,072 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $495,898 | 3,138 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||