JO
CMCSA icon

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
-12,600
Closed -$362K – 5101
2026
Q1 		$362K Buy
+12,600
New +$377K ﹤0.01% 3950
2021
Q3 		– Sell
-4,000
Closed -$228K – 4290
2021
Q2 		$228K Buy
+4,000
New +$224K ﹤0.01% 3696
2020
Q3 		– Sell
-11,200
Closed -$437K – 3143
2020
Q2 		$437K Sell
11,200
-4,700
-30% -$179K ﹤0.01% 2089
2020
Q1 		$547K Sell
15,900
-212,100
-93% -$8.95M ﹤0.01% 1862
2019
Q4 		$10.3M Buy
228,000
+203,600
+834% +$9.06M 0.03% 607
2019
Q3 		$1.1M Sell
24,400
-3,700
-13% -$164K ﹤0.01% 1905
2019
Q2 		$1.19M Sell
28,100
-309,400
-92% -$13.1M ﹤0.01% 1804
2019
Q1 		$13.5M Buy
337,500
+242,100
+254% +$9.11M 0.04% 540
2018
Q4 		$3.25M Buy
95,400
+68,000
+248% +$2.48M 0.01% 1005
2018
Q3 		$970K Sell
27,400
-11,600
-30% -$411K ﹤0.01% 2002
2018
Q2 		$1.28M Sell
39,000
-192,500
-83% -$6.27M ﹤0.01% 1959
2018
Q1 		$7.91M Sell
231,500
-71,000
-23% -$2.75M 0.03% 698
2017
Q4 		$12.1M Buy
302,500
+251,500
+493% +$9.45M 0.04% 537
2017
Q3 		$1.96M Sell
51,000
-99,200
-66% -$3.91M 0.01% 1319
2017
Q2 		$5.85M Sell
150,200
-423,400
-74% -$16.7M 0.02% 783
2017
Q1 		$21.6M Buy
573,600
+426,600
+290% +$15.8M 0.07% 359
2016
Q4 		$5.08M Sell
147,000
-290,200
-66% -$9.69M 0.02% 844
2016
Q3 		$14.5M Sell
437,200
-272,200
-38% -$9.06M 0.05% 413
2016
Q2 		$23.1M Sell
709,400
-144,400
-17% -$4.48M 0.1% 248
2016
Q1 		$26.1M Buy
853,800
+761,800
+828% +$21.9M 0.12% 192
2015
Q4 		$2.6M Sell
92,000
-20,000
-18% -$602K 0.01% 961
2015
Q3 		$3.19M Sell
112,000
-488,000
-81% -$14.5M 0.02% 669
2015
Q2 		$18M Buy
+600,000
New +$17.6M 0.08% 295

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.