MOODY LYNN LIEBERSON & WALKER, LLC

Position in WSO — Watsco Inc

CIK 938592 BOSTON, MA

Position in WSO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$637,180

+$88,221 QoQ

Shares Held

1,529

+1.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#411

of 780 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

MOODY LYNN LIEBERSON & WALKER, LLC holds $19,630,222 across 3 Industrial Distribution names. WSO ranks #3 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FERG	Ferguson Enterprises Inc. /DE/	70,977	$16,844,971
2	GWW	W.W. Grainger, Inc.	1,579	$2,148,071
3	WSO	Watsco Inc This page	1,529	$637,180

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$637,180	1,529	+1.3%	Shares	Sole	2026-07-20
2026-03-31	$548,959	1,509	0.0%	Shares	Sole	2026-04-13
2025-12-31	$508,457	1,509	-4.8%	Shares	Sole	2026-01-15
2025-09-30	$640,815	1,585	+2.9%	Shares	Sole	2025-10-20
2025-06-30	$680,536	1,541	-0.6%	Shares	Sole	2025-07-17
2025-03-31	$788,373	1,551	0.0%	Shares	Sole	2025-04-28
2024-12-31	$735,003	1,551	+0.5%	Shares	Sole	2025-01-21
2024-09-30	$758,970	1,543	0.0%	Shares	Sole	2024-10-23
2024-06-30	$714,779	1,543	-2.2%	Shares	Sole	2024-07-25
2024-03-31	$681,648	1,578	-2.0%	Shares	Sole	2024-04-23
2023-12-31	$690,265	1,611	+0.3%	Shares	Sole	2024-01-24
2023-09-30	$606,618	1,606	-0.2%	Shares	Sole	2023-10-24
2023-06-30	$613,785	1,609	-2.1%	Shares	Sole	2023-07-27
2023-03-31	$522,736	1,643	+1.1%	Shares	Sole	2023-05-02
2022-12-31	$405,275	1,625	-4.0%	Shares	Sole	2023-02-01
2022-09-30	$435,622	1,692	-2.2%	Shares	Sole	2022-10-26
2022-06-30	$413,158	1,730	+4.2%	Shares	Sole	2022-07-28
2022-03-31	$505,702	1,660	+1.2%	Shares	Sole	2022-04-27
2021-12-31	$513,436	1,641	+0.3%	Shares	Sole	2022-01-26
2021-09-30	$432,918	1,636	-9.1%	Shares	Sole	2021-10-26
2021-06-30	$515,665	1,799	0.0%	Shares	Sole	2021-07-28
2021-03-31	$469,089	1,799	+0.3%	Shares	Sole	2021-04-23
2020-12-31	$406,204	1,793	+4.5%	Shares	Sole	2021-01-26
2020-09-30	$399,406	1,715	—	Shares	Sole	2020-10-28
No filing history on record for this holder in this stock.