Groupama Asset Management’s Comcast CMCSA Stock Holding History

Groupama 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	$985K	Sell	40,404 -16,802	-29%	-$434K	0.01%	232
2026 Q1	$1.64M	Sell	57,206 -49,929	-47%	-$1.49M	0.02%	157
2025 Q4	$3.2M	Sell	107,135 -9,174	-8%	-$262K	0.05%	127
2025 Q3	$3.65M	Sell	116,309 -13,744	-11%	-$461K	0.05%	126
2025 Q2	$4.59M	Buy	130,053 +11,707	+10%	+$405K	0.08%	117
2025 Q1	$4.33M	Sell	118,346 -53,930	-31%	-$1.95M	0.09%	111
2024 Q4	$6.44M	Sell	172,276 -22,575	-12%	-$937K	0.13%	97
2024 Q3	$6.53M	Buy	194,851 +10,122	+5%	+$400K	0.17%	93
2024 Q2	$7.23M	Buy	184,729 +103,297	+127%	+$4.04M	0.1%	114
2024 Q1	$8.63M	Sell	81,432 -138,035	-63%	-$5.96M	0.16%	112
2023 Q4	$9.63M	Buy	+219,467	New	+$9.41M	0.25%	78

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 $3.38T AUM 44.17% 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

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

Groupama Asset Management reduced its Comcast (CMCSA) stake by 29% in Q2 2026, selling an estimated $434K and leaving 40,404 shares worth $985K. The position accounts for 0.01% of the portfolio, ranked #232.

Groupama Asset Management first reported a position in CMCSA in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.63M in Q4 2023. 1,900 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

Groupama Asset Management held 40,404 shares of Comcast worth $985K as of Q2 2026.
Groupama Asset Management sold 16,802 Comcast shares in Q2 2026, an estimated $434K.
Comcast made up 0.01% of Groupama Asset Management's portfolio in Q2 2026, its #232 holding.
Groupama Asset Management first reported a position in Comcast in Q4 2023 and has held it in 11 quarters since.
Groupama Asset Management's Comcast position peaked at $9.63M in Q4 2023.
1,900 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

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