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CLA (CliftonLarsonAllen) Wealth Advisors’s Comcast CMCSA Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$558K Buy
22,737
+3,614
+19% +$93.3K 0.01% 229
2026
Q1 		$549K Buy
19,123
+2,898
+18% +$86.7K 0.01% 200
2025
Q4 		$485K Buy
16,225
+28
+0.2% +$799 0.01% 194
2025
Q3 		$509K Sell
16,197
-11,833
-42% -$397K 0.01% 184
2025
Q2 		$1M Buy
+28,030
New +$970K 0.02% 162
2017
Q2 		– Sell
-11,772
Closed -$443K – 132
2017
Q1 		$443K Buy
+11,772
New +$437K 0.05% 122
2015
Q3 		– Sell
-7,482
Closed -$225K – 112
2015
Q2 		$225K Buy
+7,482
New +$220K 0.04% 147

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

CLA (CliftonLarsonAllen) Wealth Advisors's CMCSA Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Comcast (CMCSA) stake by 19% in Q2 2026, buying an estimated $93.3K and bringing the position to 22,737 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #229.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CMCSA in Q2 2015 and has held it in 7 quarters since. The position peaked at $1M in Q2 2025. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 22,737 shares of Comcast worth $558K as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 3,614 Comcast shares in Q2 2026, an estimated $93.3K.
  • Comcast made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #229 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Comcast in Q2 2015 and has held it in 7 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Comcast position peaked at $1M in Q2 2025.
  • 1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.