Harbor Island Capital’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.5M | Buy |
549,531
+69,130
| +14% | +$1.78M | 3.59% | 12 |
|
|
2026
Q1 | $13.8M | Hold |
480,401
| – | – | 5.12% | 10 |
|
|
2025
Q4 | $14.4M | Buy |
480,401
+170,000
| +55% | +$4.85M | 5.51% | 9 |
|
|
2025
Q3 | $9.75M | Buy |
310,401
+93,608
| +43% | +$3.14M | 4.17% | 12 |
|
|
2025
Q2 | $7.74M | Sell |
216,793
-21,380
| -9% | -$740K | 3.63% | 13 |
|
|
2025
Q1 | $8.79M | Buy |
238,173
+66,280
| +39% | +$2.39M | 4.35% | 12 |
|
|
2024
Q4 | $6.45M | Hold |
171,893
| – | – | 3.09% | 13 |
|
|
2024
Q3 | $7.18M | Hold |
171,893
| – | – | 3.4% | 12 |
|
|
2024
Q2 | $6.73M | Buy |
171,893
+25,530
| +17% | +$999K | 2.9% | 14 |
|
|
2024
Q1 | $6.34M | Hold |
146,363
| – | – | 2.91% | 12 |
|
|
2023
Q4 | $6.42M | Hold |
146,363
| – | – | 3.18% | 13 |
|
|
2023
Q3 | $6.49M | Sell |
146,363
-3,740
| -2% | -$167K | 3.75% | 13 |
|
|
2023
Q2 | $6.24M | Sell |
150,103
-12,541
| -8% | -$498K | 3.34% | 13 |
|
|
2023
Q1 | $6.17M | Buy |
162,644
+850
| +0.5% | +$32.1K | 3.39% | 13 |
|
|
2022
Q4 | $5.66M | Buy |
161,794
+700
| +0.4% | +$23.2K | 3.6% | 12 |
|
|
2022
Q3 | $4.72M | Sell |
161,094
-3,740
| -2% | -$140K | 3.3% | 13 |
|
|
2022
Q2 | $6.47M | Buy |
164,834
+10,370
| +7% | +$445K | 3.96% | 10 |
|
|
2022
Q1 | $7.23M | Buy |
154,464
+720
| +0.5% | +$34.7K | 3.47% | 10 |
|
|
2021
Q4 | $7.74M | Buy |
153,744
+2,200
| +1% | +$115K | 3.43% | 11 |
|
|
2021
Q3 | $8.48M | Hold |
151,544
| – | – | 4.46% | 10 |
|
|
2021
Q2 | $8.64M | Buy |
151,544
+850
| +0.6% | +$47.5K | 4.3% | 10 |
|
|
2021
Q1 | $8.15M | Hold |
150,694
| – | – | 4.24% | 11 |
|
|
2020
Q4 | $7.9M | Hold |
150,694
| – | – | 5.06% | 9 |
|
|
2020
Q3 | $6.97M | Sell |
150,694
-3,180
| -2% | -$138K | 5.6% | 7 |
|
|
2020
Q2 | $6M | Sell |
153,874
-151
| -0.1% | -$5.75K | 5.01% | 8 |
|
|
2020
Q1 | $5.29M | Buy |
154,025
+11,898
| +8% | +$502K | 5.11% | 9 |
|
|
2019
Q4 | $6.39M | Sell |
142,127
-1,273
| -0.9% | -$56.7K | 4.79% | 10 |
|
|
2019
Q3 | $6.46M | Hold |
143,400
| – | – | 5.45% | 9 |
|
|
2019
Q2 | $6.06M | Hold |
143,400
| – | – | 5.47% | 10 |
|
|
2019
Q1 | $5.73M | Hold |
143,400
| – | – | 5.37% | 9 |
|
|
2018
Q4 | $4.88M | Hold |
143,400
| – | – | 5.03% | 10 |
|
|
2018
Q3 | $5.08M | Hold |
143,400
| – | – | 4.45% | 11 |
|
|
2018
Q2 | $4.71M | Hold |
143,400
| – | – | 4.26% | 12 |
|
|
2018
Q1 | $4.9M | Buy |
143,400
+10,000
| +7% | +$388K | 4.37% | 12 |
|
|
2017
Q4 | $5.34M | Buy |
+133,400
| New | +$5.01M | 4.75% | 11 |
|
Other funds holding CMCSA
RCWMU
MC
WSFS
RAM
DC
FWIA
Harbor Island Capital's CMCSA Position: Q2 2026 in Review
Harbor Island Capital increased its Comcast (CMCSA) stake by 14% in Q2 2026, buying an estimated $1.78M and bringing the position to 549,531 shares worth $13.5M. The position accounts for 3.59% of the portfolio, ranked #12.
Harbor Island Capital first reported a position in CMCSA in Q4 2017 and has held it in 35 quarters since. The position peaked at $14.4M in Q4 2025. 742 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.
- Harbor Island Capital held 549,531 shares of Comcast worth $13.5M as of Q2 2026.
- Harbor Island Capital bought 69,130 Comcast shares in Q2 2026, an estimated $1.78M.
- Comcast made up 3.59% of Harbor Island Capital's portfolio in Q2 2026, its #12 holding.
- Harbor Island Capital first reported a position in Comcast in Q4 2017 and has held it in 35 quarters since.
- Harbor Island Capital's Comcast position peaked at $14.4M in Q4 2025.
- 742 funds tracked by Wall St. Rank held Comcast as of Q2 2026.
Based on Harbor Island Capital's 13F filing for Q2 2026, filed 30 Jul 2026.