Hi-Line Capital Management’s Comcast CMCSA Stock Holding History

Hi-Line Capital 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	$8.57M	Buy	+349,268	New	+$9.01M	2.41%	17
2026 Q1	–	Sell	-261,485	Closed	-$7.82M	–	35
2025 Q4	$7.82M	Buy	261,485 +13,442	+5%	+$384K	2.6%	14
2025 Q3	$7.79M	Buy	248,043 +5,512	+2%	+$185K	2.46%	16
2025 Q2	$8.66M	Sell	242,531 -1,132	-0.5%	-$39.2K	3.07%	11
2025 Q1	$8.99M	Buy	243,663 +22,361	+10%	+$807K	3.36%	11
2024 Q4	$8.31M	Sell	221,302 -1,406	-0.6%	-$58.4K	3.63%	9
2024 Q3	$9.3M	Buy	+222,708	New	+$8.79M	4.57%	9
2019 Q3	–	Sell	-200,319	Closed	-$8.47M	–	30
2019 Q2	$8.47M	Buy	200,319 +1,804	+0.9%	+$76.1K	3.89%	9
2019 Q1	$7.94M	Buy	198,515 +3,335	+2%	+$125K	3.8%	10
2018 Q4	$6.65M	Buy	+195,180	New	+$7.13M	3.6%	9

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

Hi-Line Capital Management's CMCSA Position: Q2 2026 in Review

Hi-Line Capital Management opened a new position in Comcast (CMCSA) in Q2 2026: 349,268 shares worth $8.57M. The stake represents 2.41% of the portfolio and ranks #17 among its holdings. This is a return to the name: Hi-Line Capital Management previously reported a position in CMCSA as recently as Q4 2025.

Hi-Line Capital Management first reported a position in CMCSA in Q4 2018 and has held it in 10 quarters since. The position peaked at $9.3M in Q3 2024. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

Hi-Line Capital Management held 349,268 shares of Comcast worth $8.57M as of Q2 2026.
Comcast was a new Hi-Line Capital Management position in Q2 2026.
Comcast made up 2.41% of Hi-Line Capital Management's portfolio in Q2 2026, its #17 holding.
Hi-Line Capital Management first reported a position in Comcast in Q4 2018 and has held it in 10 quarters since.
Hi-Line Capital Management's Comcast position peaked at $9.3M in Q3 2024.
1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Hi-Line Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.