Capital International Investors reports 10.1% stake in Watsco

Capital International Investors amends Schedule 13G to report beneficial ownership of 3,540,962 shares of Watsco, Inc. common stock, representing 10.1% of 34,944,441 shares outstanding as stated in the filing.

Rhea-AI Filing Summary

Capital International Investors amends Schedule 13G to report beneficial ownership of 3,540,962 shares of Watsco, Inc. common stock, representing 10.1% of 34,944,441 shares outstanding as stated in the filing. The filing breaks out voting and dispositive powers, showing sole voting power of 3,490,923 shares and sole dispositive power of 3,540,962 shares. The amendment is signed by a Senior Vice President on behalf of Capital International Investors.

Insights

Institutional Ownership Analyst

Large passive stake disclosed: 10.1% of Watsco's common shares.

Capital International Investors reports beneficial ownership of 3,540,962 shares, equal to 10.1% of the company's 34,944,441 shares outstanding. The filing specifies sole voting power of 3,490,923 and sole dispositive power of 3,540,962.

The filing is an ownership disclosure amendment; cash‑flow treatment and intent are not stated in the excerpt. Subsequent public filings or disclosures would be the source for any change in stake or voting plans.

Corporate Governance Specialist

Holds controlling voting block within a large institutional position.

The filing attributes both voting and dispositive powers to the investment management entities operating as Capital International Investors, indicating centralized control over trades and votes for the disclosed shares.

Because the filing is a Schedule 13G/A amendment, it functions as a reporting update; it does not state activist intent or planned governance actions.

Key Figures

Beneficial ownership: 3,540,962 shares Percent of class: 10.1% Sole voting power: 3,490,923 shares

3 metrics

Beneficial ownership 3,540,962 shares reported on Schedule 13G/A

Percent of class 10.1% of 34,944,441 shares outstanding

Sole voting power 3,490,923 shares voting power reported by filer

Key Terms

Schedule 13G/A, Beneficial ownership, Sole dispositive power

3 terms

Schedule 13G/A regulatory

"Amendment No. 3 ) Watsco, Inc. Common Stock"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficial ownership financial

"CII is deemed to be the beneficial owner of 3,540,962 shares"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

Sole dispositive power regulatory

"Sole power to dispose or to direct the disposition of: 3,540,962"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Capital International Investors hold in WSO?

Capital International Investors reports beneficial ownership of 3,540,962 shares, equal to 10.1% of 34,944,441 shares outstanding as stated in the filing.

How much voting power does Capital International Investors report for WSO shares?

The filing states sole voting power for 3,490,923 shares and shared voting power of 0 shares for the reported position.

Does the Schedule 13G/A show who filed for Capital International Investors?

Yes. The filing lists the filing person as Capital International Investors and identifies affiliated investment management entities and a signature by a Senior Vice President.

Is the reported position active or passive according to this filing?

The amendment reports beneficial ownership and power allocations; it does not state whether the position is passive or active in governance or trading decisions within the provided excerpt.

What is the dispositive power reported in the filing?

The filing shows sole dispositive power over 3,540,962 shares and shared dispositive power of 0 shares for the reported holdings.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/14/2026 - 12:52 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 3)

Watsco, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

942622200

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 942622200

1

Names of Reporting Persons

Capital International Investors

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 3,490,923.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 3,540,962.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,540,962.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

10.1 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Watsco, Inc.
(b)	Address of issuer's principal executive offices: 2665 SOUTH BAYSHORE DR, STE 901, COCONUT GROVE, FL 33133
Item 2.
(a)	Name of person filing: Capital International Investors
(b)	Address or principal business office or, if none, residence: 333 South Hope Street, 55th Fl, Los Angeles, CA 90071
(c)	Citizenship: N/A
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 942622200
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 3,540,962 ** **Capital International Investors ("CII") is a division of Capital Research and Management Company ("CRMC"), as well as its investment management subsidiaries and affiliates Capital Bank and Trust Company, Capital International, Inc., Capital International Limited, Capital International Sarl, Capital International K.K., Capital Group Private Client Services, Inc., and Capital Group Investment Management Private Limited (together with CRMC, the "investment management entities"). CII's divisions of each of the investment management entities collectively provide investment management services under the name "Capital International Investors." CII is deemed to be the beneficial owner of 3,540,962 shares or 10.1% of the 34,944,441 shares believed to be outstanding.
(b)	Percent of class: 10.1 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 3,490,923
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 3,540,962
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Capital International Investors

Signature:	Aaron Espin
Name/Title:	Senior Vice President
Date:	05/13/2026