Mackenzie Financial
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Mackenzie Financial’s Casella Waste Systems CWST Stock Holding History

Mackenzie Financial’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,941
Closed -$394K – 1502
2025
Q4 		$394K Sell
3,941
-34
-0.9% -$3.16K ﹤0.01% 1290
2025
Q3 		$377K Buy
3,975
+149
+4% +$15K ﹤0.01% 1332
2025
Q2 		$441K Hold
3,826
– – ﹤0.01% 1272
2025
Q1 		$427K Buy
3,826
+310
+9% +$33.9K ﹤0.01% 1249
2024
Q4 		$372K Buy
3,516
+146
+4% +$15.4K ﹤0.01% 1294
2024
Q3 		$335K Sell
3,370
-9
-0.3% -$932 ﹤0.01% 1136
2024
Q2 		$335K Hold
3,379
– – ﹤0.01% 1123
2024
Q1 		$334K Hold
3,379
– – ﹤0.01% 1130
2023
Q4 		$289K Hold
3,379
– – ﹤0.01% 1166
2023
Q3 		$253K Sell
3,379
-146
-4% -$12K ﹤0.01% 1199
2023
Q2 		$311K Buy
3,525
+428
+14% +$38.2K ﹤0.01% 1161
2023
Q1 		$256K Hold
3,097
– – ﹤0.01% 1249
2022
Q4 		$246K Sell
3,097
-163
-5% -$13.1K ﹤0.01% 1154
2022
Q3 		$249K Sell
3,260
-166
-5% -$13.3K ﹤0.01% 1160
2022
Q2 		$249K Buy
3,426
+634
+23% +$48.3K ﹤0.01% 1177
2022
Q1 		$245K Buy
2,792
+135
+5% +$10.8K ﹤0.01% 1212
2021
Q4 		$227K Sell
2,657
-220
-8% -$18.4K ﹤0.01% 1272
2021
Q3 		$218K Buy
+2,877
New +$203K ﹤0.01% 1279
2019
Q3 		– Sell
-7,401
Closed -$293K – 1027
2019
Q2 		$293K Sell
7,401
-112,825
-94% -$4.23M ﹤0.01% 964
2019
Q1 		$4.28M Buy
+120,226
New +$3.92M 0.01% 574

Other funds holding CWST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mackenzie Financial's CWST Position: Q1 2026 in Review

Mackenzie Financial sold out of Casella Waste Systems (CWST) in Q1 2026, closing a stake of 3,941 shares — an estimated $394K sold.

Mackenzie Financial first reported a position in CWST in Q1 2019 and held it in 20 quarters. The position peaked at $4.28M in Q1 2019. 407 funds tracked by Wall St. Rank hold CWST as of Q1 2026.

  • Mackenzie Financial reported no remaining Casella Waste Systems position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 3,941 Casella Waste Systems shares in Q1 2026, an estimated $394K.
  • Mackenzie Financial first reported a position in Casella Waste Systems in Q1 2019 and held it in 20 quarters.
  • Mackenzie Financial's Casella Waste Systems position peaked at $4.28M in Q1 2019.
  • 407 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.