Advisor Resource Council’s Comcast CMCSA Stock Holding History

Advisor Resource Council’s Portfolio CMCSA Stock Details CMCSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11,259	Closed	-$402K	–	65
2025 Q2	$402K	Sell	11,259 -5,323	-32%	-$184K	0.2%	104
2025 Q1	$231K	Buy	+16,582	New	+$598K	0.02%	524
2024 Q4	–	Sell	-14,630	Closed	-$611K	–	104
2024 Q3	$611K	Buy	+14,630	New	+$578K	0.28%	97
2024 Q2	–	Sell	-9,615	Closed	-$421K	–	91
2024 Q1	$421K	Buy	9,615 +4,123	+75%	+$178K	0.18%	135
2023 Q4	$241K	Buy	+5,492	New	+$235K	0.03%	401
2022 Q3	–	Sell	-32,349	Closed	-$1.27M	–	212
2022 Q2	$1.27M	Buy	32,349 +26,218	+428%	+$1.12M	0.12%	171
2022 Q1	$287K	Sell	6,131 -36,485	-86%	-$1.76M	0.09%	158
2021 Q4	$2.15M	Buy	42,616 +20,158	+90%	+$1.05M	0.17%	127
2021 Q3	$1.25M	Sell	22,458 -30,734	-58%	-$1.79M	0.38%	73
2021 Q2	$3.03M	Buy	+53,192	New	+$2.97M	0.32%	70

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return