Brandywine Global Investment Management’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $208M | Sell |
6,975,368
-1,426,711
| -17% | -$40.7M | 1.4% | 12 |
|
|
2025
Q3 | $264M | Sell |
8,402,079
-79,170
| -0.9% | -$2.65M | 1.81% | 7 |
|
|
2025
Q2 | $303M | Buy |
8,481,249
+1,052,529
| +14% | +$36.4M | 2.13% | 2 |
|
|
2025
Q1 | $274M | Buy |
7,428,720
+1,108,747
| +18% | +$40M | 1.98% | 5 |
|
|
2024
Q4 | $237M | Buy |
6,319,973
+1,606,593
| +34% | +$66.7M | 1.72% | 5 |
|
|
2024
Q3 | $198M | Buy |
4,713,380
+123,198
| +3% | +$4.86M | 1.32% | 12 |
|
|
2024
Q2 | $180M | Buy |
4,590,182
+555,400
| +14% | +$21.7M | 1.34% | 10 |
|
|
2024
Q1 | $175M | Buy |
4,034,782
+797,153
| +25% | +$34.4M | 1.26% | 11 |
|
|
2023
Q4 | $142M | Buy |
3,237,629
+873,127
| +37% | +$37.4M | 1.14% | 9 |
|
|
2023
Q3 | $105M | Sell |
2,364,502
-135,861
| -5% | -$6.07M | 0.92% | 16 |
|
|
2023
Q2 | $104M | Sell |
2,500,363
-266,229
| -10% | -$10.6M | 0.87% | 20 |
|
|
2023
Q1 | $105M | Sell |
2,766,592
-156,620
| -5% | -$5.92M | 0.85% | 21 |
|
|
2022
Q4 | $102M | Sell |
2,923,212
-337,427
| -10% | -$11.2M | 0.8% | 24 |
|
|
2022
Q3 | $95.6M | Sell |
3,260,639
-12,031
| -0.4% | -$450K | 0.89% | 18 |
|
|
2022
Q2 | $128M | Sell |
3,272,670
-212,737
| -6% | -$9.12M | 1.12% | 12 |
|
|
2022
Q1 | $163M | Sell |
3,485,407
-159,956
| -4% | -$7.7M | 1.19% | 10 |
|
|
2021
Q4 | $183M | Sell |
3,645,363
-77,036
| -2% | -$4.02M | 1.31% | 10 |
|
|
2021
Q3 | $208M | Sell |
3,722,399
-241,134
| -6% | -$14.1M | 1.57% | 6 |
|
|
2021
Q2 | $226M | Buy |
3,963,533
+317,542
| +9% | +$17.8M | 1.67% | 7 |
|
|
2021
Q1 | $197M | Sell |
3,645,991
-238,523
| -6% | -$12.6M | 1.49% | 8 |
|
|
2020
Q4 | $204M | Sell |
3,884,514
-12,311
| -0.3% | -$590K | 1.69% | 6 |
|
|
2020
Q3 | $180M | Sell |
3,896,825
-33,165
| -0.8% | -$1.44M | 1.77% | 9 |
|
|
2020
Q2 | $153M | Sell |
3,929,990
-35,666
| -0.9% | -$1.36M | 1.56% | 12 |
|
|
2020
Q1 | $136M | Sell |
3,965,656
-59,239
| -1% | -$2.5M | 1.63% | 11 |
|
|
2019
Q4 | $183M | Buy |
4,024,895
+43,978
| +1% | +$1.96M | 1.29% | 12 |
|
|
2019
Q3 | $179M | Buy |
3,980,917
+89,004
| +2% | +$3.94M | 1.32% | 14 |
|
|
2019
Q2 | $165M | Buy |
3,891,913
+597,253
| +18% | +$25.2M | 1.14% | 19 |
|
|
2019
Q1 | $132M | Buy |
3,294,660
+385,200
| +13% | +$14.5M | 0.91% | 25 |
|
|
2018
Q4 | $99.1M | Sell |
2,909,460
-694,371
| -19% | -$25.3M | 0.73% | 32 |
|
|
2018
Q3 | $128M | Buy |
3,603,831
+813,076
| +29% | +$28.8M | 0.8% | 30 |
|
|
2018
Q2 | $91.6M | Sell |
2,790,755
-2,226,252
| -44% | -$72.5M | 0.58% | 40 |
|
|
2018
Q1 | $171M | Buy |
5,017,007
+70,126
| +1% | +$2.72M | 1.08% | 17 |
|
|
2017
Q4 | $198M | Buy |
4,946,881
+3,656,488
| +283% | +$137M | 1.18% | 16 |
|
|
2017
Q3 | $49.7M | Buy |
1,290,393
+1,287,943
| +52,569% | +$50.7M | 0.31% | 78 |
|
|
2017
Q2 | $96K | Buy |
2,450
+1,210
| +98% | +$47.7K | ﹤0.01% | 756 |
|
|
2017
Q1 | $47K | Sell |
1,240
-2,188,050
| -100% | -$81.2M | ﹤0.01% | 812 |
|
|
2016
Q4 | $75.6M | Sell |
2,189,290
-80,694
| -4% | -$2.69M | 0.48% | 58 |
|
|
2016
Q3 | $75.3M | Sell |
2,269,984
-96,242
| -4% | -$3.2M | 0.5% | 53 |
|
|
2016
Q2 | $77.1M | Buy |
+2,366,226
| New | +$73.5M | 0.52% | 49 |
|
|
2016
Q1 | – | Sell |
-2,796
| Closed | -$79K | – | 979 |
|
|
2015
Q4 | $79K | Buy |
+2,796
| New | +$84.2K | ﹤0.01% | 786 |
|
|
2014
Q1 | – | Sell |
-2,642,162
| Closed | -$68.7M | – | 946 |
|
|
2013
Q4 | $68.7M | Sell |
2,642,162
-44,570
| -2% | -$1.07M | 0.63% | 38 |
|
|
2013
Q3 | $60.6M | Sell |
2,686,732
-61,072
| -2% | -$1.33M | 0.6% | 41 |
|
|
2013
Q2 | $57.4M | Buy |
+2,747,804
| New | +$56.7M | 0.59% | 40 |
|
Other funds holding CMCSA
Brandywine Global Investment Management's CMCSA Position: Q4 2025 in Review
Brandywine Global Investment Management reduced its Comcast (CMCSA) stake by 17% in Q4 2025, selling an estimated $40.7M and leaving 6,975,368 shares worth $208M. The position accounts for 1.4% of the portfolio, ranked #12.
Brandywine Global Investment Management first reported a position in CMCSA in Q2 2013 and has held it in 43 quarters since. The position peaked at $303M in Q2 2025. 2,099 funds tracked by Wall St. Rank hold CMCSA as of Q4 2025.
- Brandywine Global Investment Management held 6,975,368 shares of Comcast worth $208M as of Q4 2025.
- Brandywine Global Investment Management sold 1,426,711 Comcast shares in Q4 2025, an estimated $40.7M.
- Comcast made up 1.4% of Brandywine Global Investment Management's portfolio in Q4 2025, its #12 holding.
- Brandywine Global Investment Management first reported a position in Comcast in Q2 2013 and has held it in 43 quarters since.
- Brandywine Global Investment Management's Comcast position peaked at $303M in Q2 2025.
- 2,099 funds tracked by Wall St. Rank held Comcast as of Q4 2025.
Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.