Mackenzie Financial’s Construction Partners ROAD Stock Holding History

Mackenzie Financial’s Portfolio ROAD Stock Details ROAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-26,025	Closed	-$2.89M	–	1667
2026 Q1	$2.89M	Buy	26,025 +23,083	+785%	+$2.77M	﹤0.01%	833
2025 Q4	$323K	Sell	2,942 -1,861	-39%	-$210K	﹤0.01%	1352
2025 Q3	$610K	Buy	4,803 +1,902	+66%	+$217K	﹤0.01%	1201
2025 Q2	$308K	Buy	+2,901	New	+$271K	﹤0.01%	1387
2025 Q1	–	Sell	-11,303	Closed	-$1,000K	–	1780
2024 Q4	$1,000K	Buy	11,303 +7,195	+175%	+$626K	﹤0.01%	933
2024 Q3	$287K	Sell	4,108 -36	-0.9%	-$2.22K	﹤0.01%	1208
2024 Q2	$229K	Sell	4,144 -1,949	-32%	-$108K	﹤0.01%	1286
2024 Q1	$342K	Buy	+6,093	New	+$288K	﹤0.01%	1124

Other funds holding ROAD

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

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

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

Mackenzie Financial's ROAD Position: Q2 2026 in Review

Mackenzie Financial sold out of Construction Partners (ROAD) in Q2 2026, closing a stake of 26,025 shares — an estimated $2.89M sold.

Mackenzie Financial first reported a position in ROAD in Q1 2024 and held it in 8 quarters. The position peaked at $2.89M in Q1 2026. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

Mackenzie Financial reported no remaining Construction Partners position as of Q2 2026 after selling out during the quarter.
Mackenzie Financial sold 26,025 Construction Partners shares in Q2 2026, an estimated $2.89M.
Mackenzie Financial first reported a position in Construction Partners in Q1 2024 and held it in 8 quarters.
Mackenzie Financial's Construction Partners position peaked at $2.89M in Q1 2026.
362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

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