Mackenzie Financial’s California Water Service CWT Stock Holding History

Mackenzie Financial’s Portfolio CWT Stock Details CWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.37M	Buy	48,813 +7,773	+19%	+$351K	﹤0.01%	1006
2026 Q1	$1.86M	Buy	41,040 +25,406	+163%	+$1.14M	﹤0.01%	942
2025 Q4	$680K	Buy	15,634 +630	+4%	+$28.7K	﹤0.01%	1143
2025 Q3	$689K	Buy	15,004 +646	+4%	+$29.7K	﹤0.01%	1168
2025 Q2	$653K	Sell	14,358 -527	-4%	-$25.2K	﹤0.01%	1135
2025 Q1	$721K	Buy	14,885 +5,263	+55%	+$239K	﹤0.01%	1076
2024 Q4	$436K	Buy	9,622 +5,684	+144%	+$287K	﹤0.01%	1236
2024 Q3	$214K	Buy	+3,938	New	+$209K	﹤0.01%	1355
2023 Q2	–	Sell	-3,528	Closed	-$205K	–	1538
2023 Q1	$205K	Buy	3,528 +74	+2%	+$4.39K	﹤0.01%	1336
2022 Q4	$209K	Buy	+3,454	New	+$207K	﹤0.01%	1235
2022 Q3	–	Sell	-3,797	Closed	-$211K	–	1453
2022 Q2	$211K	Buy	+3,797	New	+$205K	﹤0.01%	1261
2022 Q1	–	Sell	-2,913	Closed	-$209K	–	1431
2021 Q4	$209K	Buy	+2,913	New	+$187K	﹤0.01%	1321

Other funds holding CWT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial's CWT Position: Q2 2026 in Review

Mackenzie Financial increased its California Water Service (CWT) stake by 19% in Q2 2026, buying an estimated $351K and bringing the position to 48,813 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Mackenzie Financial first reported a position in CWT in Q4 2021 and has held it in 12 quarters since. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Mackenzie Financial held 48,813 shares of California Water Service worth $2.37M as of Q2 2026.
Mackenzie Financial bought 7,773 California Water Service shares in Q2 2026, an estimated $351K.
California Water Service made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1006 holding.
Mackenzie Financial first reported a position in California Water Service in Q4 2021 and has held it in 12 quarters since.
345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

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