Watsco investor Capital Research holds 5.4% stake

Watsco, Inc. passive investor Capital Research Global Investors reports beneficial ownership of 1,898,603 shares, representing 5.4% of Watsco's 34,944,441 shares outstanding as of 03/31/2026.

Rhea-AI Filing Summary

Watsco, Inc. passive investor Capital Research Global Investors reports beneficial ownership of 1,898,603 shares, representing 5.4% of Watsco's 34,944,441 shares outstanding as of 03/31/2026. The filing shows sole voting power for 1,897,547 shares and sole dispositive power for 1,898,603 shares.

Insights

Institutional Ownership Analyst

Large passive stake disclosed: 1.9M shares (5.4%).

Capital Research Global Investors reports beneficial ownership of 1,898,603 shares, equating to 5.4% of the 34,944,441 shares outstanding as of 03/31/2026. The filing lists sole voting and dispositive power consistent with an institutional holder reporting under Schedule 13G.

Holder decisions will determine future trading; cash‑flow treatment and intent are not detailed in the excerpt.

Regulatory Counsel

Schedule 13G disclosure of beneficial ownership, not an active solicitation.

The filing identifies the reporting person as Capital Research Global Investors and provides exact voting and dispositive power counts: 1,897,547 sole votes, 1,898,603 sole dispositive. It states the number of shares believed outstanding as 34,944,441 as of 03/31/2026.

Legal qualification (passive investor status) is implied by the form type; the excerpt does not describe any planned transactions or changes in position.

Key Figures

Shares beneficially owned: 1,898,603 shares Percent of class: 5.4% Shares outstanding: 34,944,441 shares +2 more

5 metrics

Shares beneficially owned 1,898,603 shares beneficial ownership reported by Capital Research Global Investors

Percent of class 5.4% of 34,944,441 shares outstanding as of 03/31/2026

Shares outstanding 34,944,441 shares shares believed to be outstanding as of 03/31/2026

Sole voting power 1,897,547 shares voting power reported by the filer

Sole dispositive power 1,898,603 shares dispositive power reported by the filer

Key Terms

Schedule 13G, Beneficial owner, Sole dispositive power

3 terms

Schedule 13G regulatory

"Capital Research Global Investors reports beneficial ownership under Schedule 13G"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

Beneficial owner financial

"CRGI is deemed to be the beneficial owner of 1,898,603 shares"

A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.

Sole dispositive power regulatory

"Sole power to dispose or to direct the disposition of: 1,898,603"

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 Research report in WSO?

Capital Research Global Investors reports beneficial ownership of 1,898,603 shares, equal to 5.4% of Watsco's 34,944,441 outstanding shares as of 03/31/2026. The filing lists sole voting and dispositive power figures.

What form was filed to disclose the Watsco holding (WSO)?

The reporting entity filed a Schedule 13G disclosing passive beneficial ownership of Watsco common stock. The form identifies the holder, share counts, and voting/dispositive power rather than active transaction details.

Does the filing show Capital Research intends to sell or buy more WSO shares?

The excerpt provides ownership and power counts only; it does not state any intention to buy or sell additional Watsco shares. No planned transactions or changes in position are described in the provided text.

How many votes does Capital Research control in Watsco (WSO)?

The filing lists sole voting power for 1,897,547 shares and shared voting power of 0. Dispositive power is reported as 1,898,603 shares sole and 0 shared.

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

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Accepted by SEC EDGAR 05/14/2026 - 10:19 AM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

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 Research Global 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 1,897,547.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,898,603.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,898,603.00

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)

5.4 %

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 Research Global 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 Number(s): 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: 1,898,603 ** **Capital Research Global Investors ("CRGI") 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"). CRGI's divisions of each of the investment management entities collectively provide investment management services under the name "Capital Research Global Investors." CRGI is deemed to be the beneficial owner of 1,898,603 shares or 5.4% of the 34,944,441 shares believed to be outstanding.
(b)	Percent of class: 5.4 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 1,897,547
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 1,898,603
	(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 Research Global Investors

Signature:	Jae Won Chung
Name/Title:	Vice President and Senior Counsel II, Capital Research and Management Company
Date:	05/11/2026