Congress trades

Watsco, Inc. (WSO)

NYSE · Industrials · 9 congress trades · last filed 11 months ago

9
Congress disclosures shown
30d
Median delay on the congress disclosures
of the 45 day limit
4/5
Purchases and sales in the disclosures shown

About Watsco, Inc.

from the company's filings and listing
Exchange
NYSE
Sector
Industrials
Industry
Industrial - Distribution
Chief executive
Albert H. Nahmad
Employees
7,000
Listed since
Jun 7, 1984
Market value
$12.8B
Price to earnings
26.7
Earnings per share
$12.49
Dividend yield
4.07%

www.watsco.com

Earnings

6 reported quarters · next on Oct 28, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Jul 29, 2026$4.00$4.41$2.1B$2.1BEPS missRevenue miss
Q1 FY2026reported Apr 28, 2026$1.87$1.73$1.5B$1.5BEPS beatRevenue beat
Q4 FY2025reported Feb 17, 2026$1.68$1.88$1.6B$1.6BEPS missRevenue miss
Q3 FY2025reported Oct 29, 2025$3.98$4.44$2.1B$2.2BEPS missRevenue miss
Q2 FY2025reported Jul 30, 2025$4.52$4.78$2.1B$2.2BEPS missRevenue miss
Apr 23, 2025$1.93$2.29$1.5B$2.2BEPS missRevenue miss

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesChangeOf company
Blackrock, Inc.$1.7B4,192,919+2.5%11.01%
Capital International Investors$1.5B3,485,525+0.2%9.15%
Capital Research Global Investors$792.7M1,902,230+0.2%5.00%
Vanguard Portfolio Management LLC$737.8M1,770,531+1.1%4.65%
FMR LLC$710.6M1,705,273-9.8%4.48%
Vanguard Capital Management LLC$658.1M1,579,210+0.7%4.15%
Charles Schwab Investment Management Inc$607.9M1,459,768+8.9%3.83%
Sixth Street Partners Management Company, L.P.$607.9M1,459,768+100.0%3.83%
State Street Corp$551.3M1,323,011+3.9%3.47%
Kayne Anderson Rudnick Investment Management LLC$472.7M1,134,361-14.7%2.98%
Baillie Gifford & Co$470.7M1,129,536-0.7%2.97%
Morgan Stanley$376.1M902,406+1.3%2.37%

A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.

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Congress trades in WSO

9 disclosures of 9 on record · median 30d of the 45 allowed
MemberTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
Val T. HoyleSpouseStockSale$1,001 - $15,000-21.7%S&P +14.6% · vs S&P 500 -36.3%Sep 23, 2025Oct 10, 202517d
Val T. HoyleSpouseFiled lateStockPurchase$1,001 - $15,000-34.6%S&P +31.1% · vs S&P 500 -65.6%Oct 29, 2024Sep 12, 2025318d
Lisa C. McClainSpouseStockSale$1,001 - $15,000-27.9%S&P +18.4% · vs S&P 500 -46.3%Aug 13, 2025Sep 12, 202530d
Lisa C. McClainSpouseFiled lateStockPurchase$1,001 - $15,000-26.5%S&P +27.8% · vs S&P 500 -54.3%Jun 17, 2025Aug 13, 202557d
Lois FrankelStockSale$1,001 - $15,000-11.4%S&P +71.2% · vs S&P 500 -82.6%Sep 8, 2023Oct 10, 202332d
Lois FrankelStockSale$1,001 - $15,000-17.8%S&P +74.1% · vs S&P 500 -91.9%Jun 28, 2023Jul 28, 202330d
Lois FrankelStockSale$1,001 - $15,000+36.3%S&P +137.7% · vs S&P 500 -101.5%Jul 24, 2020Aug 24, 202031d
Lois FrankelStockPurchase$1,001 - $15,000+88.4%S&P +153.9% · vs S&P 500 -65.5%Mar 3, 2020Mar 23, 202020d
Lois FrankelStockPurchase$1,001 - $15,000+74.3%S&P +143.8% · vs S&P 500 -69.5%Mar 4, 2020Mar 23, 202019d

Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.

Questions

Which members of Congress have traded WSO?

Val T. Hoyle, Lisa C. McClain, Lois Frankel disclosed WSO transactions in the filings shown here.

How quickly are WSO trades disclosed?

Congressional disclosures took a median of 30 days, against the 45 the STOCK Act allows.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days late, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Sep 10, 2026.

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