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Watsco, Incorporated shares owned by Cottonwood Capital Advisors

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Cottonwood Capital Advisors from 13F filings

Historical chart of Cottonwood Capital Advisors investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

All positions including Watsco, Incorporated held by Cottonwood Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Cottonwood Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $207k 501 412.43
2023-12-31 $222k 519 428.47

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Top funds holding Watsco, Incorporated

Vanguard Group
Baillie Gifford & Co
Charles Schwab Investment Management
William Blair $ Company
Neuberger Berman Group
Wellington Management Company
Markel Corporation
Wells Fargo & Company
Jpmorgan Chase & Co
Barclays
Mitsubishi UFJ Trust & Banking Corp
Bank of New York Mellon
Davenport & Co
Raymond James & Associates
Baird Financial

View all funds holding Watsco, Incorporated