Aryeh Capital Management’s Comcast CMCSA Stock Holding History

Aryeh Capital Management’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 Q4	–	Sell	-207,806	Closed	-$6.53M	–	4
2025 Q3	$6.53M	Hold	207,806	–	–	5.46%	9
2025 Q2	$7.42M	Hold	207,806	–	–	5.81%	11
2025 Q1	$7.67M	Sell	207,806 -104,900	-34%	-$3.78M	5.48%	10
2024 Q4	$11.7M	Hold	312,706	–	–	7.03%	8
2024 Q3	$13.1M	Hold	312,706	–	–	7.86%	7
2024 Q2	$12.2M	Hold	312,706	–	–	7.86%	7
2024 Q1	$13.6M	Hold	312,706	–	–	8.46%	7
2023 Q4	$13.7M	Hold	312,706	–	–	8.29%	9
2023 Q3	$13.9M	Hold	312,706	–	–	11.16%	7
2023 Q2	$13M	Hold	312,706	–	–	9.58%	6
2023 Q1	$11.9M	Sell	312,706 -438,200	-58%	-$16.6M	9.17%	7
2022 Q4	$26.3M	Sell	750,906 -473,700	-39%	-$15.7M	19.53%	1
2022 Q3	$35.9M	Buy	1,224,606 +809,389	+195%	+$30.3M	17.2%	2
2022 Q2	$16.3M	Sell	415,217 -500,000	-55%	-$21.4M	6.56%	8
2022 Q1	$42.9M	Buy	915,217 +88,500	+11%	+$4.26M	14.28%	3
2021 Q4	$41.6M	Buy	826,717 +417,056	+102%	+$21.7M	14.37%	2
2021 Q3	$22.9M	Buy	409,661 +111,600	+37%	+$6.51M	8.92%	6
2021 Q2	$17M	Hold	298,061	–	–	7.94%	6
2021 Q1	$16.1M	Hold	298,061	–	–	8.45%	7
2020 Q4	$15.6M	Buy	+298,061	New	+$14.3M	8.5%	5

Other funds holding CMCSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aryeh Capital Management's CMCSA Position: Q4 2025 in Review

Aryeh Capital Management sold out of Comcast (CMCSA) in Q4 2025, closing a stake of 207,806 shares — an estimated $6.53M sold.

Aryeh Capital Management first reported a position in CMCSA in Q4 2020 and held it in 20 quarters. The position peaked at $42.9M in Q1 2022. 2,100 funds tracked by Wall St. Rank hold CMCSA as of Q4 2025.

Aryeh Capital Management reported no remaining Comcast position as of Q4 2025 after selling out during the quarter.
Aryeh Capital Management sold 207,806 Comcast shares in Q4 2025, an estimated $6.53M.
Aryeh Capital Management first reported a position in Comcast in Q4 2020 and held it in 20 quarters.
Aryeh Capital Management's Comcast position peaked at $42.9M in Q1 2022.
2,100 funds tracked by Wall St. Rank held Comcast as of Q4 2025.

Based on Aryeh Capital Management's 13F filing for Q4 2025.