Position in WSO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$29,548,657
+$3,687,554 QoQ
Shares Held
70,906
-0.3% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#72
of 780 holders
Holding Since
Jun 2020
25 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, 2026CAPITAL ADVISORS INC/OK holds $29,548,657 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
|
70,906 | $29,548,657 |
All Filings in WSO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,548,657 | 70,906 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $25,861,103 | 71,088 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $22,365,730 | 66,377 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $25,409,446 | 62,848 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $26,738,324 | 60,546 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $30,451,744 | 59,909 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $28,095,990 | 59,288 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $29,255,054 | 59,476 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $27,679,516 | 59,752 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $44,450,144 | 102,901 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $36,539,921 | 85,280 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $31,966,821 | 84,631 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $38,523,510 | 100,987 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $31,428,799 | 98,783 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $24,245,421 | 97,215 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $24,920,840 | 96,795 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $25,438,151 | 106,516 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $29,314,897 | 96,228 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $29,508,651 | 94,313 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $24,465,177 | 92,454 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $26,411,582 | 92,142 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $23,286,018 | 89,304 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $19,617,870 | 86,594 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $27,275,378 | 117,117 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $20,678,949 | 116,370 | Shares | Sole | 2020-09-02 | |
| No filing history on record for this holder in this stock. | ||||||