Goldentree Asset Management’s Comcast CMCSA Stock Holding History

Goldentree Asset 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	$316M	Buy	12,898,317 +6,376,908	+98%	+$165M	18.39%	1
2026 Q1	$187M	Sell	6,521,409 -1,303,205	-17%	-$39M	11.09%	2
2025 Q4	$234M	Buy	7,824,614 +5,789,984	+285%	+$165M	12.66%	3
2025 Q3	$63.8M	Buy	+2,034,630	New	+$68.2M	5.27%	7
2022 Q1	–	Sell	-268,756	Closed	-$13.5M	–	37
2021 Q4	$13.5M	Sell	268,756 -145,543	-35%	-$7.59M	0.59%	33
2021 Q3	$23.2M	Sell	414,299 -120,701	-23%	-$7.04M	0.95%	23
2021 Q2	$30.5M	Buy	535,000 +333,000	+165%	+$18.6M	0.81%	26
2021 Q1	$10.9M	Buy	+202,000	New	+$10.7M	0.49%	30

Other funds holding CMCSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldentree Asset Management's CMCSA Position: Q2 2026 in Review

Goldentree Asset Management increased its Comcast (CMCSA) stake by 98% in Q2 2026, buying an estimated $165M and bringing the position to 12,898,317 shares worth $316M. The position accounts for 18.39% of the portfolio, ranked #1.

Goldentree Asset Management first reported a position in CMCSA in Q1 2021 and has held it in 8 quarters since. 1,887 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

Goldentree Asset Management held 12,898,317 shares of Comcast worth $316M as of Q2 2026.
Goldentree Asset Management bought 6,376,908 Comcast shares in Q2 2026, an estimated $165M.
Comcast made up 18.39% of Goldentree Asset Management's portfolio in Q2 2026, its #1 holding.
Goldentree Asset Management first reported a position in Comcast in Q1 2021 and has held it in 8 quarters since.
1,887 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Goldentree Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.