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Beacon Financial Advisory’s Comcast CMCSA Stock Holding History

Beacon Financial Advisory’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
-6,324
Closed -$226K – 385
2025
Q2 		$226K Buy
+6,324
New +$219K 0.06% 324
2022
Q3 		– Sell
-5,282
Closed -$207K – 194
2022
Q2 		$207K Sell
5,282
-194
-4% -$8.32K 0.12% 207
2022
Q1 		$256K Sell
5,476
-323
-6% -$15.6K 0.12% 197
2021
Q4 		$292K Buy
5,799
+601
+12% +$31.3K 0.13% 186
2021
Q3 		$291K Buy
5,198
+1
+0% +$58 0.15% 172
2021
Q2 		$296K Buy
5,197
+1
+0% +$56 0.16% 162
2021
Q1 		$281K Sell
5,196
-112
-2% -$5.92K 0.16% 160
2020
Q4 		$278K Buy
5,308
+314
+6% +$15K 0.18% 152
2020
Q3 		$231K Sell
4,994
-170
-3% -$7.39K 0.2% 150
2020
Q2 		$201K Buy
+5,164
New +$197K 0.22% 136
2020
Q1 		– Sell
-4,485
Closed -$201K – 138
2019
Q4 		$201K Buy
+4,485
New +$200K 0.17% 155

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Beacon Financial Advisory's CMCSA Position: Q3 2025 in Review

Beacon Financial Advisory sold out of Comcast (CMCSA) in Q3 2025, closing a stake of 6,324 shares — an estimated $226K sold.

Beacon Financial Advisory first reported a position in CMCSA in Q4 2019 and held it in 11 quarters. The position peaked at $296K in Q2 2021. 2,159 funds tracked by Wall St. Rank hold CMCSA as of Q3 2025.

  • Beacon Financial Advisory reported no remaining Comcast position as of Q3 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 6,324 Comcast shares in Q3 2025, an estimated $226K.
  • Beacon Financial Advisory first reported a position in Comcast in Q4 2019 and held it in 11 quarters.
  • Beacon Financial Advisory's Comcast position peaked at $296K in Q2 2021.
  • 2,159 funds tracked by Wall St. Rank held Comcast as of Q3 2025.

Based on Beacon Financial Advisory's 13F filing for Q3 2025, filed 29 Oct 2025.