Middleton & Co Inc

SEC CIK: 0000919497
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

WSO holding history

Watsco Inc in every 13F filed by Middleton & Co Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSO overview All 13F holders of WSO Full Q2 2026 holdings

Shares (Q2 2026): 7,127
Value: $2.97M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of WSO by Middleton & Co Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,127	$2.97M	0.3%	−213−2.9%	Reduced	Holders
Q1 2026	7,340	$2.67M	0.3%	−170−2.3%	Reduced	Holders
Q4 2025	7,510	$2.53M	0.3%	−115−1.5%	Reduced	Holders
Q3 2025	7,625	$3.08M	0.3%	−190−2.4%	Reduced	Holders
Q2 2025	7,815	$3.45M	0.4%	−165−2.1%	Reduced	Holders
Q1 2025	7,980	$4.06M	0.5%	−297−3.6%	Reduced	Holders
Q4 2024	8,277	$3.92M	0.4%	−110−1.3%	Reduced	Holders
Q3 2024	8,387	$4.13M	0.5%	−520−5.8%	Reduced	Holders
Q2 2024	8,907	$4.13M	0.5%	−730−7.6%	Reduced	Holders
Q1 2024	9,637	$4.16M	0.5%	+170+1.8%	Added	Holders
Q4 2023	9,467	$4.06M	0.5%	−363−3.7%	Reduced	Holders
Q3 2023	9,830	$3.71M	0.5%	−70−0.7%	Reduced	Holders
Q2 2023	9,900	$3.78M	0.5%	−755−7.1%	Reduced	Holders
Q1 2023	10,655	$3.39M	0.5%	−335−3.0%	Reduced	Holders
Q4 2022	10,990	$2.74M	0.4%	−165−1.5%	Reduced	Holders
Q3 2022	11,155	$2.87M	0.4%	−125−1.1%	Reduced	Holders
Q2 2022	11,280	$2.69M	0.3%	−120−1.1%	Reduced	Holders
Q1 2022	11,400	$3.47M	0.4%	−240−2.1%	Reduced	Holders
Q4 2021	11,640	$3.64M	0.4%	−175−1.5%	Reduced	Holders
Q3 2021	11,815	$3.13M	0.3%	−680−5.4%	Reduced	Holders
Q2 2021	12,495	$3.58M	0.4%	−385−3.0%	Reduced	Holders
Q1 2021	12,880	$3.36M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.