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Center for Financial Planning’s Comcast CMCSA Stock Holding History

Center for Financial Planning’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 		$98.4K Sell
4,007
-6,074
-60% -$157K 0.01% 242
2026
Q1 		$289K Buy
10,081
+480
+5% +$14.4K 0.03% 142
2025
Q4 		$287K Sell
9,601
-2,537
-21% -$72.4K 0.03% 143
2025
Q3 		$381K Buy
12,138
+1,252
+12% +$42K 0.04% 127
2025
Q2 		$389K Buy
10,886
+465
+4% +$16.1K 0.04% 123
2025
Q1 		$385K Buy
10,421
+1,187
+13% +$42.8K 0.05% 113
2024
Q4 		$347K Sell
9,234
-1,193
-11% -$49.5K 0.05% 118
2024
Q3 		$436K Sell
10,427
-133
-1% -$5.25K 0.06% 98
2024
Q2 		$414K Buy
10,560
+321
+3% +$12.6K 0.06% 98
2024
Q1 		$444K Buy
10,239
+1,178
+13% +$50.8K 0.07% 98
2023
Q4 		$397K Buy
9,061
+562
+7% +$24.1K 0.07% 96
2023
Q3 		$377K Buy
8,499
+337
+4% +$15K 0.08% 92
2023
Q2 		$339K Buy
8,162
+26
+0.3% +$1.03K 0.07% 99
2023
Q1 		$308K Sell
8,136
-372
-4% -$14.1K 0.07% 106
2022
Q4 		$298K Buy
8,508
+558
+7% +$18.5K 0.07% 103
2022
Q3 		$233K Sell
7,950
-336
-4% -$12.6K 0.06% 110
2022
Q2 		$325K Buy
8,286
+89
+1% +$3.82K 0.08% 96
2022
Q1 		$384K Buy
8,197
+19
+0.2% +$915 0.08% 94
2021
Q4 		$412K Buy
8,178
+663
+9% +$34.6K 0.08% 90
2021
Q3 		$420K Sell
7,515
-128
-2% -$7.46K 0.1% 83
2021
Q2 		$436K Buy
7,643
+421
+6% +$23.5K 0.11% 84
2021
Q1 		$391K Buy
7,222
+909
+14% +$48K 0.1% 90
2020
Q4 		$331K Buy
6,313
+450
+8% +$21.6K 0.09% 90
2020
Q3 		$271K Buy
5,863
+225
+4% +$9.78K 0.09% 93
2020
Q2 		$220K Buy
5,638
+198
+4% +$7.54K 0.08% 103
2020
Q1 		$187K Sell
5,440
-8
-0.1% -$337 0.06% 108
2019
Q4 		$245K Buy
+5,448
New +$243K 0.06% 101

Other funds holding CMCSA

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Center for Financial Planning's CMCSA Position: Q2 2026 in Review

Center for Financial Planning reduced its Comcast (CMCSA) stake by 60% in Q2 2026, selling an estimated $157K and leaving 4,007 shares worth $98.4K. The position accounts for 0.01% of the portfolio, ranked #242.

Center for Financial Planning first reported a position in CMCSA in Q4 2019 and has held it in 27 quarters since. The position peaked at $444K in Q1 2024. 527 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Center for Financial Planning held 4,007 shares of Comcast worth $98.4K as of Q2 2026.
  • Center for Financial Planning sold 6,074 Comcast shares in Q2 2026, an estimated $157K.
  • Comcast made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #242 holding.
  • Center for Financial Planning first reported a position in Comcast in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Comcast position peaked at $444K in Q1 2024.
  • 527 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.