
Congress trades
Watsco, Inc. (WSO)
NYSE · Industrials · 9 congress trades · last filed 11 months ago
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%
Earnings
6 reported quarters · next on Oct 28, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 29, 2026 | $4.00 | $4.41 | $2.1B | $2.1B | EPS missRevenue miss |
| Q1 FY2026reported Apr 28, 2026 | $1.87 | $1.73 | $1.5B | $1.5B | EPS beatRevenue 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 missRevenue miss |
| Q2 FY2025reported Jul 30, 2025 | $4.52 | $4.78 | $2.1B | $2.2B | EPS missRevenue miss |
| Apr 23, 2025 | $1.93 | $2.29 | $1.5B | $2.2B | EPS 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| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| 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% |
| Sixth Street Partners Management Company, L.P. | $607.9M | 1,459,768 | +100.0% | 3.83% |
| State Street Corp | $551.3M | 1,323,011 | +3.9% | 3.47% |
| 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% |
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.
Congress trades in WSO
9 disclosures of 9 on record · median 30d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Val T. HoyleSpouse | Stock | Sale | $1,001 - $15,000 | -21.7%S&P +14.6% · vs S&P 500 -36.3% | Sep 23, 2025 | Oct 10, 2025 | 17d |
| Val T. HoyleSpouseFiled late | Stock | Purchase | $1,001 - $15,000 | -34.6%S&P +31.1% · vs S&P 500 -65.6% | Oct 29, 2024 | Sep 12, 2025 | 318d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -27.9%S&P +18.4% · vs S&P 500 -46.3% | Aug 13, 2025 | Sep 12, 2025 | 30d |
| Lisa C. McClainSpouseFiled late | Stock | Purchase | $1,001 - $15,000 | -26.5%S&P +27.8% · vs S&P 500 -54.3% | Jun 17, 2025 | Aug 13, 2025 | 57d |
| Lois Frankel | Stock | Sale | $1,001 - $15,000 | -11.4%S&P +71.2% · vs S&P 500 -82.6% | Sep 8, 2023 | Oct 10, 2023 | 32d |
| Lois Frankel | Stock | Sale | $1,001 - $15,000 | -17.8%S&P +74.1% · vs S&P 500 -91.9% | Jun 28, 2023 | Jul 28, 2023 | 30d |
| Lois Frankel | Stock | Sale | $1,001 - $15,000 | +36.3%S&P +137.7% · vs S&P 500 -101.5% | Jul 24, 2020 | Aug 24, 2020 | 31d |
| Lois Frankel | Stock | Purchase | $1,001 - $15,000 | +88.4%S&P +153.9% · vs S&P 500 -65.5% | Mar 3, 2020 | Mar 23, 2020 | 20d |
| Lois Frankel | Stock | Purchase | $1,001 - $15,000 | +74.3%S&P +143.8% · vs S&P 500 -69.5% | Mar 4, 2020 | Mar 23, 2020 | 19d |
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
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.
