HPM
CMCSA icon

Hudson Portfolio Management’s Comcast CMCSA Stock Holding History

Hudson Portfolio 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 		$997K Buy
40,605
+1,000
+3% +$25.8K 0.75% 42
2026
Q1 		$1.14M Sell
39,605
-250
-0.6% -$7.48K 0.96% 33
2025
Q4 		$1.19M Sell
39,855
-4,109
-9% -$117K 1.03% 34
2025
Q3 		$1.38M Buy
43,964
+2,654
+6% +$89K 1.22% 27
2025
Q2 		$1.47M Buy
41,310
+975
+2% +$33.7K 1.38% 25
2025
Q1 		$1.49M Buy
40,335
+825
+2% +$29.8K 1.43% 23
2024
Q4 		$1.48M Buy
39,510
+2,800
+8% +$116K 1.45% 21
2024
Q3 		$1.53M Buy
+36,710
New +$1.45M 1.51% 23
2023
Q4 		$1.56M Buy
35,620
+815
+2% +$34.9K 1.69% 21
2023
Q3 		$1.54M Buy
34,805
+1,035
+3% +$46.2K 1.76% 19
2023
Q2 		$1.4M Hold
33,770
– – 1.52% 23
2023
Q1 		$1.28M Buy
33,770
+550
+2% +$20.8K 1.43% 24
2022
Q4 		$1.16M Buy
33,220
+1,900
+6% +$62.8K 1.28% 27
2022
Q3 		$918K Buy
31,320
+650
+2% +$24.3K 1.08% 38
2022
Q2 		$1.2M Buy
30,670
+90
+0.3% +$3.86K 1.25% 30
2022
Q1 		$1.43M Buy
30,580
+220
+0.7% +$10.6K 1.26% 27
2021
Q4 		$1.53M Hold
30,360
– – 1.35% 23
2021
Q3 		$1.7M Buy
30,360
+500
+2% +$29.2K 1.56% 19
2021
Q2 		$1.7M Buy
29,860
+2,420
+9% +$135K 1.56% 21
2021
Q1 		$1.48M Buy
+27,440
New +$1.45M 1.43% 22

Other funds holding CMCSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Hudson Portfolio Management's CMCSA Position: Q2 2026 in Review

Hudson Portfolio Management increased its Comcast (CMCSA) stake by 2.5% in Q2 2026, buying an estimated $25.8K and bringing the position to 40,605 shares worth $997K. The position accounts for 0.75% of the portfolio, ranked #42.

Hudson Portfolio Management first reported a position in CMCSA in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.7M in Q2 2021. 1,892 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Hudson Portfolio Management held 40,605 shares of Comcast worth $997K as of Q2 2026.
  • Hudson Portfolio Management bought 1,000 Comcast shares in Q2 2026, an estimated $25.8K.
  • Comcast made up 0.75% of Hudson Portfolio Management's portfolio in Q2 2026, its #42 holding.
  • Hudson Portfolio Management first reported a position in Comcast in Q1 2021 and has held it in 20 quarters since.
  • Hudson Portfolio Management's Comcast position peaked at $1.7M in Q2 2021.
  • 1,892 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.