Essential Planning’s Comcast CMCSA Stock Holding History

Essential 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
2025 Q1	–	Sell	-162,638	Closed	-$6.75M	–	113
2024 Q4	$6.75M	Buy	+162,638	New	+$6.75M	0.04%	98

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essential Planning's CMCSA Position: Q1 2025 in Review

Essential Planning sold out of Comcast (CMCSA) in Q1 2025, closing a stake of 162,638 shares — an estimated $6.75M sold.

Essential Planning first reported a position in CMCSA in Q4 2024 and held it in 1 quarter. The position peaked at $6.75M in Q4 2024. 2,355 funds tracked by Wall St. Rank hold CMCSA as of Q1 2025.

Essential Planning reported no remaining Comcast position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 162,638 Comcast shares in Q1 2025, an estimated $6.75M.
Essential Planning first reported a position in Comcast in Q4 2024 and held it in 1 quarter.
Essential Planning's Comcast position peaked at $6.75M in Q4 2024.
2,355 funds tracked by Wall St. Rank held Comcast as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.