KKM Financial »

Watsco, Incorporated shares owned by KKM Financial

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by KKM Financial from 13F filings

Historical chart of KKM Financial investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

All positions including Watsco, Incorporated held by KKM Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Watsco, Incorporated by KKM Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $250k 508 491.88

More positions owned by KKM Financial

Apple (AAPL)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Ishares Semicdtr (SOXX)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Oracle Corporation (ORCL)
Palo Alto Networks (PANW)
Ishares Tr Expnd Tec Sc Etf (IGM)
Amazon (AMZN)
Ishares Tr Expanded Tech (IGV)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for KKM Financial

Top funds holding Watsco, Incorporated

BlackRock
Kayne Anderson Rudnick Investment Management
Charles Schwab Investment Management
Baillie Gifford & Co
William Blair $ Company
Geode Capital Management
Capital World Investors
Markel Corporation
Wells Fargo & Company
Jpmorgan Chase & Co
Barclays
Bank of New York Mellon
Raymond James & Associates
Hamlin Capital Management
Boston Financial Mangement

View all funds holding Watsco, Incorporated