Watsco: Capital International discloses 10.6% stake (3.69M sh)

Watsco, Inc. (WSO): Capital International Investors filed Amendment No. 1 to Schedule 13G reporting beneficial ownership of 3,693,164 shares of Watsco common stock, representing 10.6% of the class as referenced to 34,902,826 shares believed outstanding.

Rhea-AI Filing Summary

Watsco, Inc. (WSO): Capital International Investors filed Amendment No. 1 to Schedule 13G reporting beneficial ownership of 3,693,164 shares of Watsco common stock, representing 10.6% of the class as referenced to 34,902,826 shares believed outstanding. The filing reflects a passive position and was triggered as of 10/31/2025.

The filer reports sole voting power over 3,654,236 shares and sole dispositive power over 3,693,164 shares, with no shared voting or dispositive power. The certification states the securities were acquired and are held in the ordinary course and not for the purpose of changing or influencing control.

Insights

Equity ownership & disclosure analyst

Passive 10.6% stake disclosed; no control intent stated.

Capital International Investors reported a significant passive position in Watsco via a Schedule 13G/A. The filing lists 10.6% of the class, corresponding to 3,693,164 shares, tied to 34,902,826 shares believed outstanding. This indicates a large institutional holder without activist or control aims under the 13G certification.

The filer has sole voting power over 3,654,236 shares and sole dispositive power over 3,693,164 shares, with no shared powers. The action date is 10/31/2025. Actual market impact depends on holder decisions; the disclosure itself does not signal transactions or strategy changes.

FAQ

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

What stake did Capital International Investors report in Watsco (WSO)?

They reported beneficial ownership of 3,693,164 shares, representing 10.6% of Watsco’s common stock.

What is the reference share count for Watsco (WSO) in the filing?

The percentage is based on 34,902,826 shares of common stock believed to be outstanding.

What voting and dispositive powers were disclosed for WSO?

The filer reports sole voting power over 3,654,236 shares and sole dispositive power over 3,693,164 shares, with no shared powers.

Is the WSO position passive or activist under the filing?

It is passive under Schedule 13G, with a certification that the securities were acquired in the ordinary course and not to influence control.

What is the event date that triggered this WSO disclosure?

The filing lists the date of event as 10/31/2025.

What type of filer is Capital International Investors in this report?

They are identified as an investment adviser (IA) under Rule 13d-1.

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

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Accepted by SEC EDGAR 11/06/2025 - 02:53 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. 1)

Watsco, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

942622200

(CUSIP Number)

10/31/2025

(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)

SCHEDULE 13G

CUSIP No. 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 3,654,236.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 3,693,164.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,693,164.00

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)

10.6 %

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: 3,693,164 ** **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 3,693,164 shares or 10.6% of the 34,902,826 shares believed to be outstanding.
(b)	Percent of class: 10.6 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 3,654,236
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 3,693,164
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
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:	Jae Won Chung
Name/Title:	Vice President and Senior Counsel II, Capital Research and Management Company
Date:	11/05/2025