Mackenzie Financial
CARR icon

Mackenzie Financial’s Carrier Global CARR Stock Holding History

Mackenzie Financial’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$119M Buy
1,620,099
+864,935
+115% +$56.5M 0.12% 147
2026
Q1 		$42.5M Buy
755,164
+99,933
+15% +$5.92M 0.05% 285
2025
Q4 		$34.9M Buy
655,231
+111,177
+20% +$6.18M 0.04% 304
2025
Q3 		$32.5M Buy
544,054
+64,848
+14% +$4.41M 0.04% 314
2025
Q2 		$35.1M Sell
479,206
-60,005
-11% -$4.07M 0.05% 280
2025
Q1 		$34.2M Buy
539,211
+12,065
+2% +$802K 0.05% 265
2024
Q4 		$36M Sell
527,146
-61,850
-11% -$4.67M 0.05% 256
2024
Q3 		$47.4M Sell
588,996
-137,090
-19% -$9.55M 0.07% 231
2024
Q2 		$45.8M Buy
726,086
+50,336
+7% +$3.09M 0.07% 223
2024
Q1 		$39.3M Buy
675,750
+112,402
+20% +$6.32M 0.06% 244
2023
Q4 		$32.4M Buy
563,348
+2,404
+0.4% +$127K 0.05% 262
2023
Q3 		$30M Sell
560,944
-46,858
-8% -$2.58M 0.05% 258
2023
Q2 		$30.4M Buy
607,802
+537,623
+766% +$23.7M 0.05% 266
2023
Q1 		$3.21M Sell
70,179
-1,337
-2% -$59.8K 0.01% 637
2022
Q4 		$2.95M Buy
71,516
+5,884
+9% +$239K ﹤0.01% 599
2022
Q3 		$2.33M Sell
65,632
-3,721
-5% -$147K ﹤0.01% 657
2022
Q2 		$2.47M Buy
69,353
+5,600
+9% +$220K ﹤0.01% 673
2022
Q1 		$2.92M Sell
63,753
-32,827
-34% -$1.55M ﹤0.01% 685
2021
Q4 		$5.24M Sell
96,580
-2,166
-2% -$117K 0.01% 574
2021
Q3 		$5.11M Buy
98,746
+54,923
+125% +$2.96M 0.01% 566
2021
Q2 		$2.13M Buy
43,823
+10,763
+33% +$481K ﹤0.01% 717
2021
Q1 		$1.4M Sell
33,060
-15,183
-31% -$590K ﹤0.01% 752
2020
Q4 		$1.82M Buy
48,243
+29,218
+154% +$1.06M ﹤0.01% 622
2020
Q3 		$581K Sell
19,025
-14,024
-42% -$397K ﹤0.01% 760
2020
Q2 		$734K Buy
+33,049
New +$614K ﹤0.01% 733

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Mackenzie Financial's CARR Position: Q2 2026 in Review

Mackenzie Financial increased its Carrier Global (CARR) stake by 115% in Q2 2026, buying an estimated $56.5M and bringing the position to 1,620,099 shares worth $119M. The position accounts for 0.12% of the portfolio, ranked #147.

Mackenzie Financial first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. 1,641 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Mackenzie Financial held 1,620,099 shares of Carrier Global worth $119M as of Q2 2026.
  • Mackenzie Financial bought 864,935 Carrier Global shares in Q2 2026, an estimated $56.5M.
  • Carrier Global made up 0.12% of Mackenzie Financial's portfolio in Q2 2026, its #147 holding.
  • Mackenzie Financial first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.