Mackenzie Financial’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-10,200
Closed -$18.1K 1687
2026
Q1
$18.1K Buy
+10,200
New +$1.09M ﹤0.01% 1409
2025
Q4
Sell
-12,700
Closed -$11.4K 1821
2025
Q3
$11.4K Buy
+12,700
New +$1.15M ﹤0.01% 1689

Other funds holding UPS

Mackenzie Financial's UPS Position: Q2 2026 in Review

Mackenzie Financial increased its United Parcel Service (UPS) stake by 0.42% in Q2 2026, buying an estimated $114K and bringing the position to 260,175 shares worth $28M. The position accounts for 0.03% of the portfolio, ranked #368.

Mackenzie Financial first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $332M in Q4 2017. 2,140 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Mackenzie Financial held 260,175 shares of United Parcel Service worth $28M as of Q2 2026.
  • Mackenzie Financial bought 1,096 United Parcel Service shares in Q2 2026, an estimated $114K.
  • United Parcel Service made up 0.03% of Mackenzie Financial's portfolio in Q2 2026, its #368 holding.
  • Mackenzie Financial first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Mackenzie Financial's United Parcel Service position peaked at $332M in Q4 2017.
  • 2,140 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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