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Kiltearn Partners’s Comcast CMCSA Stock Holding History

Kiltearn Partners’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 		$19.2M Sell
784,026
-15,935
-2% -$411K 4.67% 8
2026
Q1 		$23M Sell
799,961
-168,400
-17% -$5.04M 6.18% 4
2025
Q4 		$28.9M Sell
968,361
-116,500
-11% -$3.32M 6.27% 5
2025
Q3 		$34.1M Buy
1,084,861
+26,300
+2% +$882K 6.83% 4
2025
Q2 		$37.8M Sell
1,058,561
-87,700
-8% -$3.03M 7.6% 3
2025
Q1 		$42.3M Sell
1,146,261
-112,500
-9% -$4.06M 8.06% 2
2024
Q4 		$47.2M Sell
1,258,761
-59,300
-4% -$2.46M 7.81% 2
2024
Q3 		$55.1M Sell
1,318,061
-190,800
-13% -$7.53M 7.48% 2
2024
Q2 		$59.1M Sell
1,508,861
-262,000
-15% -$10.3M 7.16% 2
2024
Q1 		$74.9M Sell
1,770,861
-101,200
-5% -$4.37M 6.92% 2
2023
Q4 		$82.1M Sell
1,872,061
-95,600
-5% -$4.1M 6.32% 2
2023
Q3 		$87.2M Sell
1,967,661
-260,600
-12% -$11.6M 6.89% 2
2023
Q2 		$92.6M Sell
2,228,261
-69,100
-3% -$2.74M 6.77% 2
2023
Q1 		$87.1M Buy
2,297,361
+129,600
+6% +$4.9M 6.29% 2
2022
Q4 		$75.8M Buy
2,167,761
+289,090
+15% +$9.56M 5.56% 4
2022
Q3 		$55.1M Buy
1,878,671
+233,300
+14% +$8.72M 3.19% 12
2022
Q2 		$64.6M Buy
1,645,371
+399,872
+32% +$17.1M 3.38% 9
2022
Q1 		$58.3M Buy
1,245,499
+335,100
+37% +$16.1M 2.51% 16
2021
Q4 		$45.8M Sell
910,399
-37,800
-4% -$1.97M 1.89% 25
2021
Q3 		$53M Sell
948,199
-18,500
-2% -$1.08M 2.19% 19
2021
Q2 		$55.1M Sell
966,699
-112,400
-10% -$6.28M 2.21% 19
2021
Q1 		$58.4M Sell
1,079,099
-30,200
-3% -$1.6M 2.23% 20
2020
Q4 		$58.1M Sell
1,109,299
-211,400
-16% -$10.1M 2.78% 18
2020
Q3 		$61.1M Buy
1,320,699
+382,799
+41% +$16.6M 3.72% 11
2020
Q2 		$36.6M Buy
+937,900
New +$35.7M 2.07% 24

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

Kiltearn Partners's CMCSA Position: Q2 2026 in Review

Kiltearn Partners reduced its Comcast (CMCSA) stake by 2% in Q2 2026, selling an estimated $411K and leaving 784,026 shares worth $19.2M. The position accounts for 4.67% of the portfolio, ranked #8.

Kiltearn Partners first reported a position in CMCSA in Q2 2020 and has held it in 25 quarters since. The position peaked at $92.6M in Q2 2023. 1,890 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Kiltearn Partners held 784,026 shares of Comcast worth $19.2M as of Q2 2026.
  • Kiltearn Partners sold 15,935 Comcast shares in Q2 2026, an estimated $411K.
  • Comcast made up 4.67% of Kiltearn Partners's portfolio in Q2 2026, its #8 holding.
  • Kiltearn Partners first reported a position in Comcast in Q2 2020 and has held it in 25 quarters since.
  • Kiltearn Partners's Comcast position peaked at $92.6M in Q2 2023.
  • 1,890 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Kiltearn Partners's 13F filing for Q2 2026, filed 12 Aug 2026.