Grantham, Mayo, Van Otterloo & Co (GMO)
CMCSA icon

Grantham, Mayo, Van Otterloo & Co (GMO)’s Comcast CMCSA Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
Q1 		$50.5M Buy
1,758,352
+64,442
+4% +$1.93M 0.13% 71
2025
Q4 		$50.6M Buy
1,693,910
+168,658
+11% +$4.81M 0.13% 68
2025
Q3 		$47.9M Sell
1,525,252
-56,927
-4% -$1.91M 0.14% 74
2025
Q2 		$56.5M Sell
1,582,179
-213,641
-12% -$7.39M 0.17% 59
2025
Q1 		$66.3M Buy
1,795,820
+250,492
+16% +$9.04M 0.21% 48
2024
Q4 		$58M Sell
1,545,328
-53,600
-3% -$2.22M 0.19% 52
2024
Q3 		$66.8M Sell
1,598,928
-26,849
-2% -$1.06M 0.21% 51
2024
Q2 		$63.7M Buy
1,625,777
+33,365
+2% +$1.31M 0.22% 58
2024
Q1 		$69M Sell
1,592,412
-189,609
-11% -$8.18M 0.25% 52
2023
Q4 		$78.1M Sell
1,782,021
-156,138
-8% -$6.69M 0.34% 52
2023
Q3 		$85.9M Sell
1,938,159
-151,051
-7% -$6.74M 0.41% 47
2023
Q2 		$86.8M Buy
2,089,210
+411,900
+25% +$16.4M 0.4% 46
2023
Q1 		$63.6M Sell
1,677,310
-402,100
-19% -$15.2M 0.32% 56
2022
Q4 		$72.7M Buy
2,079,410
+700,954
+51% +$23.2M 0.39% 48
2022
Q3 		$40.4M Buy
1,378,456
+341,600
+33% +$12.8M 0.23% 75
2022
Q2 		$40.7M Buy
1,036,856
+283,505
+38% +$12.2M 0.22% 83
2022
Q1 		$35.3M Buy
753,351
+261,768
+53% +$12.6M 0.17% 98
2021
Q4 		$24.7M Sell
491,583
-118,200
-19% -$6.16M 0.12% 139
2021
Q3 		$34.1M Buy
609,783
+13,318
+2% +$777K 0.17% 96
2021
Q2 		$34M Sell
596,465
-16,263
-3% -$909K 0.17% 98
2021
Q1 		$33.2M Buy
612,728
+165,400
+37% +$8.74M 0.18% 80
2020
Q4 		$23.4M Buy
447,328
+333,900
+294% +$16M 0.14% 91
2020
Q3 		$5.25M Sell
113,428
-24,900
-18% -$1.08M 0.04% 232
2020
Q2 		$5.39M Sell
138,328
-90,700
-40% -$3.45M 0.04% 236
2020
Q1 		$7.87M Sell
229,028
-146,185
-39% -$6.17M 0.07% 169
2019
Q4 		$16.9M Sell
375,213
-140,182
-27% -$6.24M 0.11% 136
2019
Q3 		$23.2M Sell
515,395
-161,300
-24% -$7.15M 0.16% 101
2019
Q2 		$28.6M Buy
676,695
+186,195
+38% +$7.85M 0.2% 82
2019
Q1 		$19.6M Buy
490,500
+478,800
+4,092% +$18M 0.14% 110
2018
Q4 		$398K Buy
+11,700
New +$427K ﹤0.01% 463
2017
Q2 		– Sell
-6,200
Closed -$233K – 588
2017
Q1 		$233K Sell
6,200
-113,508
-95% -$4.21M ﹤0.01% 490
2016
Q4 		$4.13M Sell
119,708
-72,464
-38% -$2.42M 0.02% 256
2016
Q3 		$6.37M Sell
192,172
-488,978
-72% -$16.3M 0.03% 237
2016
Q2 		$22.2M Sell
681,150
-1,909,800
-74% -$59.3M 0.09% 158
2016
Q1 		$79.1M Buy
2,590,950
+172,580
+7% +$4.95M 0.3% 75
2015
Q4 		$68.2M Buy
2,418,370
+86,740
+4% +$2.61M 0.25% 82
2015
Q3 		$66.3M Buy
+2,331,630
New +$69.3M 0.23% 86
2015
Q1 		– Sell
-9,128
Closed -$265K – 436
2014
Q4 		$265K Sell
9,128
-186,848
-95% -$5.12M ﹤0.01% 415
2014
Q3 		$5.27M Sell
195,976
-31,258
-14% -$856K 0.01% 264
2014
Q2 		$6.1M Buy
+227,234
New +$5.84M 0.02% 238
2013
Q4 		– Sell
-90,400
Closed -$2.04M – 671
2013
Q3 		$2.04M Buy
90,400
+6,200
+7% +$135K 0.01% 408
2013
Q2 		$1.76M Buy
+84,200
New +$1.74M ﹤0.01% 405

Other funds holding CMCSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Grantham, Mayo, Van Otterloo & Co (GMO)'s CMCSA Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Comcast (CMCSA) stake by 3.8% in Q1 2026, buying an estimated $1.93M and bringing the position to 1,758,352 shares worth $50.5M. The position accounts for 0.13% of the portfolio, ranked #71.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in CMCSA in Q2 2013 and has held it in 42 quarters since. The position peaked at $86.8M in Q2 2023. 2,042 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 1,758,352 shares of Comcast worth $50.5M as of Q1 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) bought 64,442 Comcast shares in Q1 2026, an estimated $1.93M.
  • Comcast made up 0.13% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #71 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Comcast in Q2 2013 and has held it in 42 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Comcast position peaked at $86.8M in Q2 2023.
  • 2,042 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.