沃斯科公司
MX ˙ BMV ˙ US9426222009
SecurityMX:WSO / Watsco, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership14,994 shares
Latest Disclosed Value $ 5,454,601
Creative Planning reports 70.31% increase in ownership of WSO / Watsco, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 14,994 shares of Watsco, Inc. (MX:WSO) valued at $5,454,601 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 8,804 shares of Watsco, Inc.. This represents a change in shares of 70.31% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F WATSCO COM 942622200 14,994 6,190 70.31 5,455 83.88 0.0036
2026-02-17 2025-12-31 13F WATSCO COM 942622200 8,804 2,363 36.69 2,966 13.95 0.0021
2025-11-14 2025-09-30 13F WATSCO COM 942622200 6,441 440 7.33 2,604 -1.77 0.0020
2025-08-08 2025-06-30 13F WATSCO COM 942622200 6,001 -906 -13.12 2,650 -24.52 0.0023
2025-05-15 2025-03-31 13F WATSCO COM 942622200 6,907 1,297 23.12 3,511 32.09 0.0033
2025-02-14 2024-12-31 13F WATSCO COM 942622200 5,610 398 7.64 2,659 3.71 0.0026
2024-10-11 2024-09-30 13F WATSCO COM 942622200 5,212 371 7.66 2,564 14.32 0.0025
2024-08-15 2024-06-30 13F WATSCO COM 942622200 4,841 409 9.23 2,243 17.14 0.0024
2024-05-13 2024-03-31 13F WATSCO COM 942622200 4,432 489 12.40 1,915 13.32 0.0021
2024-02-14 2023-12-31 13F WATSCO COM 942622200 3,943 245 6.63 1,690 20.99 0.0031
2023-11-16 2023-09-30 13F WATSCO COM 942622200 3,698 372 11.18 1,397 10.09 0.0019
2023-07-21 2023-06-30 13F WATSCO COM 942622200 3,326 81 2.50 1,269 22.87 0.0017
2023-05-15 2023-03-31 13F WATSCO COM 942622200 3,245 89 2.82 1,032 31.13 0.0015
2023-02-10 2022-12-31 13F WATSCO COM 942622200 3,156 -411 -11.52 787 -14.27 0.0012
2022-11-03 2022-09-30 13F WATSCO COM 942622200 3,567 381 11.96 918 20.63 0.0016
2022-08-15 2022-06-30 13F WATSCO COM 942622200 3,186 206 6.91 761 -16.19 0.0013
2022-05-16 2022-03-31 13F WATSCO COM 942622200 2,980 580 24.17 908 20.91 0.0014
2022-02-11 2021-12-31 13F WATSCO COM 942622200 2,400 77 3.31 751 22.11 0.0012
2021-11-10 2021-09-30 13F WATSCO COM 942622200 2,323 189 8.86 615 0.49 0.0011
2021-08-04 2021-06-30 13F WATSCO COM 942622200 2,134 -38 -1.75 612 8.13 0.0011
2021-04-30 2021-03-31 13F CreativePlanning COM 942622200 2,172 446 25.84 566 44.76 0.0011
2021-01-29 2020-12-31 13F WATSCO COM 942622200 1,726 188 12.22 391 9.22 0.0009
2020-11-05 2020-09-30 13F WATSCO COM 942622200 1,538 93 6.44 358 39.30 0.0009
2020-07-23 2020-06-30 13F WATSCO COM 942622200 1,445 109 8.16 257 21.80 0.0007
2020-05-05 2020-03-31 13F WATSCO COM 942622200 1,336 -155 -10.40 211 -21.56 0.0007
2020-01-30 2019-12-31 13F WATSCO COM 942622200 1,491 245 19.66 269 27.49 0.0008
2019-11-01 2019-09-30 13F WATSCO COM 942622200 1,246 -286 -18.67 211 -15.94 0.0007
2019-07-26 2019-06-30 13F WATSCO COM 942622200 1,532 93 6.46 251 21.84 0.0008
2019-04-24 2019-03-31 13F WATSCO COM 942622200 1,439 1,439 206 0.0007
2019-02-12 2018-12-31 13F/A-1 WATSCO COM 942622200 0 -1,191 -100.00 0 -100.00
2018-10-25 2018-09-30 13F WATSCO COM 942622200 1,191 31 2.67 212 2.42 0.0008
2018-07-20 2018-06-30 13F WATSCO COM 942622200 1,160 6 0.52 207 -0.96 0.0008
2018-04-18 2018-03-31 13F WATSCO COM 942622200 1,154 1,154 209 0.0009
2017-10-17 2017-09-30 13F WATSCO COM 942622200 0 -1,039 -100.00 0 -100.00
2017-07-12 2017-06-30 13F WATSCO COM 942622200 1,039 60 6.13 160 14.29 0.0008
2017-04-07 2017-03-31 13F WATSCO COM 942622200 979 14 1.45 140 -2.10 0.0008
2017-01-09 2016-12-31 13F WATSCO COM 942622200 965 16 1.69 143 6.72 0.0009
2016-10-12 2016-09-30 13F WATSCO COM 942622200 949 -17 -1.76 134 -1.47 0.0009
2016-07-12 2016-06-30 13F WATSCO COM 942622200 966 17 1.79 136 6.25 0.0010
2016-04-08 2016-03-31 13F WATSCO COM 942622200 949 849 849.00 128 966.67 0.0010
2016-01-11 2015-12-31 13F WATSCO COM 942622200 100 0 0.00 12 0.00 0.0001
2015-10-09 2015-09-30 13F WATSCO COM 942622200 100 100 0.00 12 0.0001
2015-07-09 2015-06-30 13F WATSCO COM 942622200 0 -100 -100.00 0 -100.00
2015-04-13 2015-03-31 13F WATSCO COM 942622200 100 100 0.00 13 0.0001
2015-01-29 2014-12-31 13F WATSCO COM 942622200 0 -14 -100.00 0 -100.00
2014-10-10 2014-09-30 13F WATSCO COM 942622200 14 0 0.00 1 0.00 0.0000
2014-08-20 2014-06-30 13F WATSCO COM 942622200 14 14 1 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.