Capital International Investors

Holdings History for WATSCO INC - Common Stock (WSO)

Symbol: WSO on NYSE
Investment type: Equity / Common Stock
Latest Disclosed Shares Owned: 4,704,748 shares
Security Ownership %: 14%

Shares, Excluding Options vs Price

Value, Excluding Options

Capital International Investors ownership in WATSCO INC Common Stock (WSO)

13 Feb 2026 - Capital International Investors has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 4,704,748 shares of WATSCO INC Common Stock (WSO). This represents 14% ownership of the company. In their previous filing dated 06 Nov 2025, Capital International Investors had reported owning 3,693,164 shares, indicating an increase of +27%. .

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
Capital International Investors	14%	+26%	$1,762,163,363	4,704,748	+1,011,584	+27%	$374.55	13G/A	31 Dec 2025	13 Feb 2026, 16:29
Capital International Investors	11%		$1,493,146,205	3,693,164			$404.30	13G/A	31 Oct 2025	06 Nov 2025, 14:53
Capital International Investors	6.6%		$932,724,547	2,307,011			$404.30	13G	30 Sep 2025	06 Nov 2025, 14:15

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025	0.25%	+0.12%	$1,564,422,796	4,642,893	+2,356,998	+103%	$336.95	Q4 2025
30 Sep 2025	0.15%	+0.13%	$924,187,325	2,285,895	+2,014,233	+741%	$404.30	Q3 2025
30 Jun 2025	0.02%	+0.02%	$119,971,372	271,662	+271,662	NEW	$441.62	Q2 2025

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.