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Hillman Capital Management’s Comcast CMCSA Stock Holding History

Hillman 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
Q1 		$2.73M Buy
95,228
+4,367
+5% +$131K 1.9% 24
2025
Q4 		$2.72M Sell
90,861
-2,133
-2% -$60.9K 1.71% 29
2025
Q3 		$2.92M Sell
92,994
-6,269
-6% -$210K 1.7% 31
2025
Q2 		$3.54M Sell
99,263
-9,312
-9% -$322K 1.93% 23
2025
Q1 		$4.01M Sell
108,575
-40,348
-27% -$1.46M 1.97% 24
2024
Q4 		$5.59M Sell
148,923
-82
-0.1% -$3.4K 2.07% 29
2024
Q3 		$6.22M Sell
149,005
-38
-0% -$1.5K 2.13% 31
2024
Q2 		$5.84M Sell
149,043
-473
-0.3% -$18.5K 2.06% 32
2024
Q1 		$6.48M Buy
149,516
+142,991
+2,191% +$6.17M 2.08% 29
2023
Q4 		$286K Hold
6,525
– – 0.1% 49
2023
Q3 		$289K Sell
6,525
-7,204
-52% -$322K 0.11% 43
2023
Q2 		$570K Sell
13,729
-519
-4% -$20.6K 0.2% 42
2023
Q1 		$540K Sell
14,248
-662
-4% -$25K 0.2% 40
2022
Q4 		$521K Sell
14,910
-6,114
-29% -$202K 0.2% 43
2022
Q3 		$617K Buy
21,024
+9,244
+78% +$346K 0.26% 40
2022
Q2 		$462K Buy
11,780
+980
+9% +$42K 0.17% 44
2022
Q1 		$506K Buy
10,800
+1,741
+19% +$83.9K 0.16% 45
2021
Q4 		$456K Sell
9,059
-552
-6% -$28.8K 0.16% 46
2021
Q3 		$537K Buy
9,611
+5,471
+132% +$319K 0.19% 42
2021
Q2 		$236K Sell
4,140
-7
-0.2% -$391 0.09% 44
2021
Q1 		$224K Sell
4,147
-82
-2% -$4.33K 0.1% 42
2020
Q4 		$222K Buy
+4,229
New +$203K 0.12% 40
2020
Q1 		– Sell
-4,791
Closed -$215K – 40
2019
Q4 		$215K Buy
+4,791
New +$213K 0.15% 41

Other funds holding CMCSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Hillman Capital Management's CMCSA Position: Q1 2026 in Review

Hillman Capital Management increased its Comcast (CMCSA) stake by 4.8% in Q1 2026, buying an estimated $131K and bringing the position to 95,228 shares worth $2.73M. The position accounts for 1.9% of the portfolio, ranked #24.

Hillman Capital Management first reported a position in CMCSA in Q4 2019 and has held it in 23 quarters since. The position peaked at $6.48M in Q1 2024. 2,052 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

  • Hillman Capital Management held 95,228 shares of Comcast worth $2.73M as of Q1 2026.
  • Hillman Capital Management bought 4,367 Comcast shares in Q1 2026, an estimated $131K.
  • Comcast made up 1.9% of Hillman Capital Management's portfolio in Q1 2026, its #24 holding.
  • Hillman Capital Management first reported a position in Comcast in Q4 2019 and has held it in 23 quarters since.
  • Hillman Capital Management's Comcast position peaked at $6.48M in Q1 2024.
  • 2,052 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Hillman Capital Management's 13F filing for Q1 2026, filed 15 May 2026.