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Cambiar Investors’s Comcast CMCSA Stock Holding History

Cambiar Investors’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
2026
Q2 		– Sell
-1,131,447
Closed -$32.5M – 151
2026
Q1 		$32.5M Buy
1,131,447
+134,077
+13% +$4.01M 1.5% 32
2025
Q4 		$29.8M Sell
997,370
-470,720
-32% -$13.4M 1.33% 36
2025
Q3 		$46.1M Buy
1,468,090
+17,128
+1% +$574K 2.1% 18
2025
Q2 		$51.8M Buy
1,450,962
+128,644
+10% +$4.45M 2.18% 13
2025
Q1 		$48.8M Sell
1,322,318
-162,889
-11% -$5.88M 2.07% 14
2024
Q4 		$55.7M Buy
1,485,207
+32,135
+2% +$1.33M 2.21% 11
2024
Q3 		$60.7M Buy
1,453,072
+153,069
+12% +$6.04M 2.34% 6
2024
Q2 		$50.9M Buy
+1,300,003
New +$50.9M 1.99% 18
2015
Q3 		– Sell
-2,481,186
Closed -$74.6M – 168
2015
Q2 		$74.6M Sell
2,481,186
-434,336
-15% -$12.8M 1.05% 38
2015
Q1 		$82.3M Sell
2,915,522
-263,020
-8% -$7.56M 1.19% 31
2014
Q4 		$92.2M Sell
3,178,542
-2,077,088
-40% -$56.9M 1.4% 19
2014
Q3 		$141M Sell
5,255,630
-248,812
-5% -$6.82M 2.02% 5
2014
Q2 		$148M Sell
5,504,442
-99,374
-2% -$2.55M 2.06% 6
2014
Q1 		$140M Buy
5,603,816
+1,305,648
+30% +$34M 2.07% 7
2013
Q4 		$112M Sell
4,298,168
-173,510
-4% -$4.18M 1.65% 11
2013
Q3 		$101M Buy
+4,471,678
New +$97.4M 1.65% 16

Other funds holding CMCSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cambiar Investors's CMCSA Position: Q2 2026 in Review

Cambiar Investors sold out of Comcast (CMCSA) in Q2 2026, closing a stake of 1,131,447 shares — an estimated $32.5M sold.

Cambiar Investors first reported a position in CMCSA in Q3 2013 and held it in 16 quarters. The position peaked at $148M in Q2 2014. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Cambiar Investors reported no remaining Comcast position as of Q2 2026 after selling out during the quarter.
  • Cambiar Investors sold 1,131,447 Comcast shares in Q2 2026, an estimated $32.5M.
  • Cambiar Investors first reported a position in Comcast in Q3 2013 and held it in 16 quarters.
  • Cambiar Investors's Comcast position peaked at $148M in Q2 2014.
  • 1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Cambiar Investors's 13F filing for Q2 2026, filed 31 Jul 2026.