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Dogwood Wealth Management’s Comcast CMCSA Stock Holding History

Dogwood Wealth Management’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 		$9.13K Sell
372
-322
-46% -$8.31K ﹤0.01% 407
2026
Q1 		$19.9K Buy
694
+472
+213% +$14.1K 0.01% 245
2025
Q4 		$6.64K Buy
222
+67
+43% +$1.91K ﹤0.01% 369
2025
Q3 		$4.87K Sell
155
-383
-71% -$12.8K ﹤0.01% 404
2025
Q2 		$19.4K Buy
538
+348
+183% +$12K 0.01% 174
2025
Q1 		$7.01K Buy
+190
New +$6.86K ﹤0.01% 222
2024
Q4 		– Sell
-1
Closed -$24 – 284
2024
Q3 		$24 Hold
1
– – ﹤0.01% 203
2024
Q2 		$22 Sell
1
-1,625
-100% -$63.6K ﹤0.01% 249
2024
Q1 		$70.5K Sell
1,626
-4,230
-72% -$182K 0.05% 123
2023
Q4 		$257K Buy
+5,856
New +$251K 0.2% 69

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

Dogwood Wealth Management's CMCSA Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Comcast (CMCSA) stake by 46% in Q2 2026, selling an estimated $8.31K and leaving 372 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Dogwood Wealth Management first reported a position in CMCSA in Q4 2023 and has held it in 10 quarters since. The position peaked at $257K in Q4 2023. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Dogwood Wealth Management held 372 shares of Comcast worth $9.13K as of Q2 2026.
  • Dogwood Wealth Management sold 322 Comcast shares in Q2 2026, an estimated $8.31K.
  • Comcast made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #407 holding.
  • Dogwood Wealth Management first reported a position in Comcast in Q4 2023 and has held it in 10 quarters since.
  • Dogwood Wealth Management's Comcast position peaked at $257K in Q4 2023.
  • 1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.