Creative Planning
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Creative Planning’s Comcast CMCSA Stock Holding History

Creative 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
2014
Q3 		– Sell
-2,000
Closed -$7K – 4007
2014
Q2 		$7K Hold
2,000
– – ﹤0.01% 3039
2014
Q1 		$5K Buy
+2,000
New +$52.1K ﹤0.01% 3067

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

Creative Planning's CMCSA Position: Q2 2026 in Review

Creative Planning reduced its Comcast (CMCSA) stake by 5.9% in Q2 2026, selling an estimated $2.96M and leaving 1,833,447 shares worth $45M. The position accounts for 0.03% of the portfolio, ranked #261.

Creative Planning first reported a position in CMCSA in Q2 2013 and has held it in 53 quarters since. The position peaked at $55.9M in Q1 2026. 1,892 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Creative Planning held 1,833,447 shares of Comcast worth $45M as of Q2 2026.
  • Creative Planning sold 114,550 Comcast shares in Q2 2026, an estimated $2.96M.
  • Comcast made up 0.03% of Creative Planning's portfolio in Q2 2026, its #261 holding.
  • Creative Planning first reported a position in Comcast in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Comcast position peaked at $55.9M in Q1 2026.
  • 1,892 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.