Consumer Discretionary · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
WATSCO INC (WSO) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores WSO at 51.5/100 on a 32-signal composite quality model, placing it at rank #1,521 of 2,961 stocks — the bottom half of the AI-ranked universe. WSO scores in the top quartile across balance sheet strength (83.7), revenue scale (83.0). Areas of concern include revenue growth (15.7) and institutional flow (24.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), WATSCO INC reports quarterly revenue of $2.1B, net income of $163.3M, an operating margin of 11.3%. Top institutional holders of WSO by reported 13-F value include BlackRock, Capital International Investors, Capital Research Global Investors, based on the most recent SEC filings. WSO trades on the NYSE exchange and files with the SEC under CIK 105016. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WSO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WATSCO INC directly from SEC EDGAR.
AI Quality Score
51.5/100
AI Rank
#1,521
Revenue
$2.1B
Net Income
$163.3M
Free Cash Flow
$-11.5M
Operating Margin
11.3%
| Period | Form | Revenue | Net income | Operating margin |
|---|---|---|---|---|
| FY 2025 | 10-K | $7.2B | $497.0M | 10.0% |
| FY 2024 | 10-K | $7.6B | $536.3M | 10.3% |
| FY 2023 | 10-K | $7.3B | $536.3M | 10.9% |
| FY 2022 | 10-K | $7.3B | $601.2M | 11.4% |
| FY 2021 | 10-K | $6.3B | $418.9M | 10.0% |
| FY 2020 | 10-K | $5.1B | $269.6M | 7.9% |
| Institution | Shares | Value | Reported |
|---|---|---|---|
| BlackRock | 4,192,919 | $1.7B | 2026-06-30 |
| Capital International Investors | 3,485,525 | $1.5B | 2026-06-30 |
| Capital Research Global Investors | 1,902,230 | $792.7M | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT | 1,770,531 | $737.8M | 2026-06-30 |
| FMR | 1,705,273 | $710.6M | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT | 1,579,210 | $658.1M | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | 1,459,768 | $607.9M | 2026-06-30 |
| STATE STREET | 1,323,011 | $551.3M | 2026-06-30 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT | 1,134,361 | $472.7M | 2026-06-30 |
| BAILLIE GIFFORD | 1,129,536 | $470.7M | 2026-06-30 |
13F Pro Quality Score
Rank #1,521 of 2,961 stocks
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
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