Mackenzie Financial’s Carlyle Group CG Stock Holding History

Mackenzie Financial’s Portfolio CG Stock Details CG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$769K	Sell	18,251 -49	-0.3%	-$2.3K	﹤0.01%	1228
2026 Q1	$886K	Buy	18,300 +2,087	+13%	+$115K	﹤0.01%	1097
2025 Q4	$973K	Buy	16,213 +953	+6%	+$54.1K	﹤0.01%	1064
2025 Q3	$957K	Buy	+15,260	New	+$953K	﹤0.01%	1078
2022 Q2	–	Sell	-186,886	Closed	-$9.14M	–	1469
2022 Q1	$9.14M	Buy	186,886 +25,116	+16%	+$1.2M	0.01%	476
2021 Q4	$8.88M	Buy	+161,770	New	+$8.81M	0.01%	498
2014 Q4	–	Sell	-23,400	Closed	-$736K	–	745
2014 Q3	$736K	Buy	+23,400	New	+$763K	﹤0.01%	565

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Mackenzie Financial's CG Position: Q2 2026 in Review

Mackenzie Financial reduced its Carlyle Group (CG) stake by 0.27% in Q2 2026, selling an estimated $2.3K and leaving 18,251 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Mackenzie Financial first reported a position in CG in Q3 2014 and has held it in 7 quarters since. The position peaked at $9.14M in Q1 2022. 584 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Mackenzie Financial held 18,251 shares of Carlyle Group worth $769K as of Q2 2026.
Mackenzie Financial sold 49 Carlyle Group shares in Q2 2026, an estimated $2.3K.
Carlyle Group made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1228 holding.
Mackenzie Financial first reported a position in Carlyle Group in Q3 2014 and has held it in 7 quarters since.
Mackenzie Financial's Carlyle Group position peaked at $9.14M in Q1 2022.
584 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

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