Junto Capital Management’s Comcast CMCSA Stock Holding History

Junto 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	$41M	Buy	+1,668,929	New	+$43.1M	0.72%	57
2024 Q4	–	Sell	-1,607,495	Closed	-$67.1M	–	84
2024 Q3	$67.1M	Buy	+1,607,495	New	+$63.5M	1.49%	28
2023 Q1	–	Sell	-539,996	Closed	-$18.9M	–	89
2022 Q4	$18.9M	Buy	+539,996	New	+$17.9M	0.54%	66
2022 Q3	–	Sell	-316,670	Closed	-$12.4M	–	85
2022 Q2	$12.4M	Buy	+316,670	New	+$13.6M	0.37%	66
2021 Q4	–	Sell	-622,048	Closed	-$34.8M	–	72
2021 Q3	$34.8M	Sell	622,048 -95,421	-13%	-$5.56M	1.1%	40
2021 Q2	$40.9M	Buy	717,469 +270,255	+60%	+$15.1M	1.3%	36
2021 Q1	$24.2M	Sell	447,214 -547,310	-55%	-$28.9M	0.87%	43
2020 Q4	$52.1M	Sell	994,524 -162,005	-14%	-$7.76M	1.7%	25
2020 Q3	$53.5M	Buy	+1,156,529	New	+$50.3M	1.94%	25
2020 Q2	–	Sell	-1,002,995	Closed	-$34.5M	–	55
2020 Q1	$34.5M	Sell	1,002,995 -22,000	-2%	-$928K	2.49%	20
2019 Q4	$46.1M	Buy	1,024,995 +799,912	+355%	+$35.6M	2.17%	19
2019 Q3	$10.1M	Sell	225,083 -1,355,552	-86%	-$60.1M	0.6%	36
2019 Q2	$66.8M	Buy	1,580,635 +178,073	+13%	+$7.51M	3.86%	9
2019 Q1	$56.1M	Sell	1,402,562 -725,409	-34%	-$27.3M	3.22%	11
2018 Q4	$72.5M	Buy	+2,127,971	New	+$77.7M	5.08%	4

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

Junto Capital Management's CMCSA Position: Q2 2026 in Review

Junto Capital Management opened a new position in Comcast (CMCSA) in Q2 2026: 1,668,929 shares worth $41M. The stake represents 0.72% of the portfolio and ranks #57 among its holdings. This is a return to the name: Junto Capital Management previously reported a position in CMCSA as recently as Q3 2024.

Junto Capital Management first reported a position in CMCSA in Q4 2018 and has held it in 15 quarters since. The position peaked at $72.5M in Q4 2018. 1,890 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

Junto Capital Management held 1,668,929 shares of Comcast worth $41M as of Q2 2026.
Comcast was a new Junto Capital Management position in Q2 2026.
Comcast made up 0.72% of Junto Capital Management's portfolio in Q2 2026, its #57 holding.
Junto Capital Management first reported a position in Comcast in Q4 2018 and has held it in 15 quarters since.
Junto Capital Management's Comcast position peaked at $72.5M in Q4 2018.
1,890 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Junto Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.