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[SCHEDULE 13G/A] WATSCO INC SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A
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.

Positive
  • None.
Negative
  • None.

Insights

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.






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





SCHEDULE 13G



Capital International Investors
Signature:Jae Won Chung
Name/Title:Vice President and Senior Counsel II, Capital Research and Management Company
Date:11/05/2025

FAQ

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.
Watsco

NYSE:WSO

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14.26B
35.20M
0.4%
104.34%
6.1%
Industrial Distribution
Wholesale-hardware & Plumbing & Heating Equipment & Supplies
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United States
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