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World Investment Advisors

Position in WSO — Watsco Inc

CIK 1652594 SANTA BARBARA, CA

Position in WSO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$275,041
+$34,940 QoQ
Shares Held
660
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#547
of 782 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

World Investment Advisors holds $5,275,536 across 6 Industrial Distribution names. WSO ranks #5 (5.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 WSO
Watsco Inc
This page
660 $275,041

All Filings in WSO

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $275,041 660
2026-03-31 $240,101 660
2025-12-31 $204,865 608
2025-09-30 $210,639 521
2025-06-30 $260,113 589