LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Position in WSO — Watsco Inc

CIK 932974 BOSTON, MA

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Position in WSO

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$9,779,402

-$921,844 QoQ

Shares Held

23,467

-20.2% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#141

of 780 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $11,320,564 across 5 Industrial Distribution names. WSO ranks #1 (86.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSO	Watsco Inc This page	23,467	$9,779,402
2	FAST	Fastenal Co	21,485	$1,031,924
3	POOL	Pool Corp	1,875	$402,937
4	GWW	W.W. Grainger, Inc.	75	$102,030
5	FERG	Ferguson Enterprises Inc. /DE/	18	$4,271

All Filings in WSO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,779,402	23,467	-20.2%	Shares	Sole	2026-07-30
2026-03-31	$10,701,246	29,416	-5.5%	Shares	Sole	2026-04-13
2025-12-31	$10,487,905	31,126	-7.3%	Shares	Sole	2026-01-28
2025-09-30	$13,571,946	33,569	-0.4%	Shares	Sole	2025-10-24
2025-06-30	$14,876,852	33,687	-0.3%	Shares	Sole	2025-07-30
2025-03-31	$17,179,015	33,797	-2.3%	Shares	Sole	2025-04-24
2024-12-31	$16,390,433	34,587	-0.4%	Shares	Sole	2025-01-28
2024-09-30	$17,074,630	34,713	-0.1%	Shares	Sole	2024-10-25
2024-06-30	$16,102,685	34,761	-1.1%	Shares	Sole	2024-07-17
2024-03-31	$15,181,153	35,144	+1.0%	Shares	Sole	2024-04-23
2023-12-31	$14,906,899	34,791	-0.6%	Shares	Sole	2024-02-01
2023-09-30	$13,219,822	34,999	+0.2%	Shares	Sole	2023-11-03
2023-06-30	$13,327,417	34,937	+3.6%	Shares	Sole	2023-08-01
2023-03-31	$10,728,673	33,721	+8.3%	Shares	Sole	2023-05-02
2022-12-31	$7,764,819	31,134	+15.8%	Shares	Sole	2023-03-02
2022-09-30	$6,919,237	26,875	+5.9%	Shares	Sole	2022-10-25
2022-06-30	$6,062,206	25,384	+7.2%	Shares	Sole	2022-07-26
2022-03-31	$7,211,438	23,672	+1.7%	Shares	Sole	2022-04-13
2021-12-31	$7,282,282	23,275	+3.3%	Shares	Sole	2022-02-14
2021-09-30	$5,961,359	22,528	+19.2%	Shares	Sole	2021-11-12
2021-06-30	$5,416,922	18,898	-0.5%	Shares	Sole	2021-08-13
2021-03-31	$4,953,467	18,997	-11.9%	Shares	Sole	2021-04-14
2020-12-31	$4,887,363	21,573	0.0%	Shares	Sole	2021-01-14
2020-09-30	$5,024,135	21,573	0.0%	Shares	Sole	2020-10-15
2020-06-30	$3,833,522	21,573	0.0%	Shares	Sole	2020-07-30
2020-03-31	$3,409,181	21,573	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.