
Congress trades
Watsco, Inc. (WSO)
NYSE · Industrials · 9 congress trades · last filed 1 year ago
About Watsco, Inc.
from the company's filings and listing, as of Oct 22, 2026- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Industrial - Distribution
- Chief executive
- Albert H. Nahmad
- Employees
- 7,000
- Listed since
- Jun 7, 1984
- Market value
- $12.6B
- Price to earnings (12 mo)
- 26.3
- Net income per share, as reported (12 mo)
- $12.49
- Dividend yield
- 4.23%
Earnings
6 reported quarters · next on Oct 27, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 29, 2026 | $4.00 | $4.41 | $2.1B | $2.1B | EPS miss, GAAPRevenue miss |
| Q1 FY2026reported Apr 28, 2026 | $1.87 | $1.73 | $1.5B | $1.5B | EPS beat, GAAPRevenue beat |
| Q4 FY2025reported Feb 17, 2026 | $1.68 | $1.88 | $1.6B | $1.6B | EPS missRevenue miss |
| Q3 FY2025reported Oct 29, 2025 | $3.98 | $4.44 | $2.1B | $2.2B | EPS miss, GAAPRevenue miss |
| Q2 FY2025reported Jul 30, 2025 | $4.52 | $4.78 | $2.1B | $2.2B | EPS miss, GAAPRevenue miss |
| Q1 FY2025reported Apr 23, 2025 | $1.93 | $2.29 | $1.5B | $2.2B | EPS miss, GAAPRevenue 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. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $1.7B | 4,192,919 | +2.5% | 11.01% |
| Capital International Investors | $1.5B | 3,485,525 | +0.2% | 9.15% |
| Capital Research Global Investors | $792.7M | 1,902,230 | +0.2% | 5.00% |
| Vanguard Portfolio Management LLC | $737.8M | 1,770,531 | +1.1% | 4.65% |
| FMR LLC | $710.6M | 1,705,273 | -9.8% | 4.48% |
| Vanguard Capital Management LLC | $658.1M | 1,579,210 | +0.7% | 4.15% |
| Charles Schwab Investment Management Inc | $607.9M | 1,459,768 | +8.9% | 3.83% |
| State Street Corp | $551.3M | 1,323,011 | +3.9% | 3.48% |
| Kayne Anderson Rudnick Investment Management LLC | $472.7M | 1,134,361 | -14.7% | 2.98% |
| Baillie Gifford & Co | $470.7M | 1,129,536 | -0.7% | 2.97% |
| Morgan Stanley | $376.1M | 902,406 | +1.3% | 2.37% |
| Geode Capital Management, LLC | $274.2M | 659,265 | +0.8% | 1.73% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Congress trades in WSO
9 disclosures of 9 on record · median 30d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Val T. HoyleSpouse | Stock | Sale | $1,001 - $15,000 | -18.3%After the saleS&P 500 +14.2% · -32.6 pts vs S&P 500 | Sep 23, 2025 | Oct 10, 2025 | 17d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -25.3%After the saleS&P 500 +17.8% · -43.2 pts vs S&P 500 | Aug 13, 2025 | Sep 12, 2025 | 30d |
| Val T. HoyleSpouse | Stock | Purchase | $1,001 - $15,000 | -31.8%S&P 500 +30.6% · -62.4 pts vs S&P 500 | Oct 29, 2024 | Sep 12, 2025 | 318d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -23.9%S&P 500 +27.2% · -51.0 pts vs S&P 500 | Jun 17, 2025 | Aug 13, 2025 | 57d |
| Lois Frankel | Stock | Sale | $1,001 - $15,000 | -7.6%After the saleS&P 500 +70.6% · -78.2 pts vs S&P 500 | Sep 8, 2023 | Oct 10, 2023 | 32d |
| Lois Frankel | Stock | Sale | $1,001 - $15,000 | -14.2%After the saleS&P 500 +73.5% · -87.8 pts vs S&P 500 | Jun 28, 2023 | Jul 28, 2023 | 30d |
| Lois Frankel | Stock | Sale | $1,001 - $15,000 | +42.1%After the saleS&P 500 +137.0% · -94.9 pts vs S&P 500 | Jul 24, 2020 | Aug 24, 2020 | 31d |
| Lois Frankel | Stock | Purchase | $1,001 - $15,000 | +96.4%S&P 500 +153.1% · -56.6 pts vs S&P 500 | Mar 3, 2020 | Mar 23, 2020 | 20d |
| Lois Frankel | Stock | Purchase | $1,001 - $15,000 | +81.8%S&P 500 +143.0% · -61.2 pts vs S&P 500 | Mar 4, 2020 | Mar 23, 2020 | 19d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in WSO, filterable by party, chamber, type and account.
Questions
Which members of Congress have traded WSO?
Val T. Hoyle, Lisa C. McClain and 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
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 Oct 26, 2026.
