Position in WSO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$927,664
+$68,442 QoQ
Shares Held
2,550
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Charter Oak Capital Management, LLC holds $927,664 across 1 Industrial Distribution name. WSO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
2,550 | $927,664 |
All Filings in WSO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $927,664 | 2,550 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $859,222 | 2,550 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,030,965 | 2,550 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,126,131 | 2,550 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,296,165 | 2,550 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,208,893 | 2,551 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,254,294 | 2,550 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,158,100 | 2,500 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,097,203 | 2,540 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,088,313 | 2,540 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $959,408 | 2,540 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $968,933 | 2,540 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $808,126 | 2,540 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $633,476 | 2,540 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $671,970 | 2,610 | Shares | Sole | 2022-12-06 | |
| 2022-06-30 | $623,320 | 2,610 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $785,971 | 2,580 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $782,200 | 2,500 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $661,550 | 2,500 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $716,600 | 2,500 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $651,875 | 2,500 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $566,375 | 2,500 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||