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Concord Wealth Partners’s Comcast CMCSA Stock Holding History

Concord Wealth Partners’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 		$824K Sell
33,574
-10,470
-24% -$270K 0.09% 136
2026
Q1 		$1.26M Sell
44,044
-706
-2% -$21.1K 0.16% 115
2025
Q4 		$1.34M Buy
44,750
+3,409
+8% +$97.3K 0.17% 112
2025
Q3 		$1.3M Sell
41,341
-29,609
-42% -$992K 0.18% 110
2025
Q2 		$2.53M Buy
70,950
+3,591
+5% +$124K 0.37% 65
2025
Q1 		$2.49M Buy
67,359
+6,152
+10% +$222K 0.41% 63
2024
Q4 		$2.3M Buy
61,207
+9,116
+18% +$378K 0.38% 65
2024
Q3 		$2.18M Buy
52,091
+4,367
+9% +$172K 0.36% 62
2024
Q2 		$1.87M Buy
47,724
+2,279
+5% +$89.2K 0.33% 66
2024
Q1 		$1.97M Buy
45,445
+12,462
+38% +$538K 0.35% 68
2023
Q4 		$1.45M Buy
32,983
+5,351
+19% +$229K 0.29% 76
2023
Q3 		$1.23M Buy
27,632
+5,362
+24% +$239K 0.26% 71
2023
Q2 		$925K Buy
22,270
+8,295
+59% +$329K 0.2% 72
2023
Q1 		$530K Buy
13,975
+2,842
+26% +$107K 0.15% 84
2022
Q4 		$389K Sell
11,133
-6,316
-36% -$209K 0.12% 109
2022
Q3 		$512K Buy
17,449
+520
+3% +$19.4K 0.16% 86
2022
Q2 		$664K Buy
16,929
+59
+0.3% +$2.53K 0.18% 77
2022
Q1 		$790K Buy
16,870
+531
+3% +$25.6K 0.2% 70
2021
Q4 		$822K Buy
16,339
+7,910
+94% +$412K 0.2% 58
2021
Q3 		$471K Sell
8,429
-6,040
-42% -$352K 0.19% 36
2021
Q2 		$825K Buy
14,469
+606
+4% +$33.9K 0.24% 39
2021
Q1 		$750K Buy
13,863
+4,895
+55% +$259K 0.25% 37
2020
Q4 		$470K Buy
+8,968
New +$430K 0.36% 34

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

Concord Wealth Partners's CMCSA Position: Q2 2026 in Review

Concord Wealth Partners reduced its Comcast (CMCSA) stake by 24% in Q2 2026, selling an estimated $270K and leaving 33,574 shares worth $824K. The position accounts for 0.09% of the portfolio, ranked #136.

Concord Wealth Partners first reported a position in CMCSA in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.53M in Q2 2025. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Concord Wealth Partners held 33,574 shares of Comcast worth $824K as of Q2 2026.
  • Concord Wealth Partners sold 10,470 Comcast shares in Q2 2026, an estimated $270K.
  • Comcast made up 0.09% of Concord Wealth Partners's portfolio in Q2 2026, its #136 holding.
  • Concord Wealth Partners first reported a position in Comcast in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Comcast position peaked at $2.53M in Q2 2025.
  • 1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.