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John Overdeck’s Comcast CMCSA Stock Holding History

John Overdeck’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 		– Sell
-40,100
Closed -$1.15M – 5100
2026
Q1 		$1.15M Buy
+40,100
New +$1.2M ﹤0.01% 3158
2020
Q3 		– Sell
-11,000
Closed -$429K – 3141
2020
Q2 		$429K Sell
11,000
-14,600
-57% -$556K ﹤0.01% 2108
2020
Q1 		$880K Sell
25,600
-412,700
-94% -$17.4M 0.01% 1507
2019
Q4 		$19.7M Buy
438,300
+269,900
+160% +$12M 0.06% 381
2019
Q3 		$7.59M Buy
168,400
+143,400
+574% +$6.35M 0.03% 670
2019
Q2 		$1.06M Sell
25,000
-314,200
-93% -$13.3M ﹤0.01% 1896
2019
Q1 		$13.6M Buy
339,200
+236,400
+230% +$8.9M 0.04% 537
2018
Q4 		$3.5M Buy
102,800
+75,000
+270% +$2.74M 0.01% 966
2018
Q3 		$984K Sell
27,800
-51,600
-65% -$1.83M ﹤0.01% 1993
2018
Q2 		$2.6M Sell
79,400
-182,500
-70% -$5.95M 0.01% 1443
2018
Q1 		$8.95M Sell
261,900
-46,400
-15% -$1.8M 0.03% 639
2017
Q4 		$12.3M Buy
308,300
+251,000
+438% +$9.44M 0.04% 529
2017
Q3 		$2.21M Sell
57,300
-67,800
-54% -$2.67M 0.01% 1254
2017
Q2 		$4.87M Sell
125,100
-89,600
-42% -$3.53M 0.02% 868
2017
Q1 		$8.07M Buy
214,700
+194,700
+974% +$7.23M 0.03% 711
2016
Q4 		$691K Sell
20,000
-240,400
-92% -$8.03M ﹤0.01% 2273
2016
Q3 		$8.64M Sell
260,400
-161,200
-38% -$5.37M 0.03% 617
2016
Q2 		$13.7M Sell
421,600
-39,200
-9% -$1.22M 0.06% 385
2016
Q1 		$14.1M Buy
460,800
+382,800
+491% +$11M 0.07% 348
2015
Q4 		$2.2M Buy
78,000
+34,000
+77% +$1.02M 0.01% 1039
2015
Q3 		$1.25M Sell
44,000
-248,000
-85% -$7.37M 0.01% 1076
2015
Q2 		$8.78M Buy
+292,000
New +$8.57M 0.04% 488

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

John Overdeck's CMCSA Position: Q2 2026 in Review

John Overdeck opened a new position in Comcast (CMCSA) in Q2 2026: 4,899,902 shares worth $120M. The stake represents 0.09% of the portfolio and ranks #259 among its holdings. This is a return to the name: John Overdeck previously reported a position in CMCSA as recently as Q3 2025.

John Overdeck first reported a position in CMCSA in Q2 2013 and has held it in 41 quarters since. The position peaked at $206M in Q3 2025. 1,887 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • John Overdeck held 4,899,902 shares of Comcast worth $120M as of Q2 2026.
  • Comcast was a new John Overdeck position in Q2 2026.
  • Comcast made up 0.09% of John Overdeck's portfolio in Q2 2026, its #259 holding.
  • John Overdeck first reported a position in Comcast in Q2 2013 and has held it in 41 quarters since.
  • John Overdeck's Comcast position peaked at $206M in Q3 2025.
  • 1,887 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.