KLCM Advisors’s Comcast CMCSA Stock Holding History

KLCM Advisors’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 Q1	$237K	Buy	+8,262	New	+$247K	0.02%	234
2025 Q4	–	Sell	-6,972	Closed	-$219K	–	261
2025 Q3	$219K	Hold	6,972	–	–	0.02%	156
2025 Q2	$249K	Sell	6,972 -1,497	-18%	-$51.8K	0.03%	147
2025 Q1	$313K	Sell	8,469 -124	-1%	-$4.47K	0.04%	136
2024 Q4	$322K	Buy	8,593 +2,096	+32%	+$87K	0.04%	128
2024 Q3	$271K	Buy	+6,497	New	+$256K	0.03%	137
2023 Q4	–	Sell	-171,711	Closed	-$7.61M	–	157
2023 Q3	$7.61M	Sell	171,711 -6,123	-3%	-$273K	1.43%	27
2023 Q2	$7.39M	Sell	177,834 -1,489	-0.8%	-$59.1K	1.45%	27
2023 Q1	$6.8M	Buy	179,323 +4,039	+2%	+$153K	1.35%	29
2022 Q4	$6.13M	Buy	175,284 +2,949	+2%	+$97.5K	1.25%	30
2022 Q3	$5.05M	Sell	172,335 -120,021	-41%	-$4.49M	1.19%	30
2022 Q2	$11.5M	Buy	292,356 +134,305	+85%	+$5.76M	2.55%	14
2022 Q1	$7.4M	Buy	158,051 +9,914	+7%	+$477K	1.57%	21
2021 Q4	$7.46M	Buy	148,137 +11,170	+8%	+$582K	1.62%	22
2021 Q3	$7.66M	Sell	136,967 -5,974	-4%	-$348K	1.65%	23
2021 Q2	$8.15M	Buy	142,941 +22,442	+19%	+$1.25M	1.8%	21
2021 Q1	$6.52M	Buy	+120,499	New	+$6.37M	1.48%	25
2015 Q3	–	Sell	-8,144	Closed	-$245K	–	83
2015 Q2	$245K	Buy	+8,144	New	+$239K	0.06%	97

Other funds holding CMCSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

KLCM Advisors's CMCSA Position: Q1 2026 in Review

KLCM Advisors opened a new position in Comcast (CMCSA) in Q1 2026: 8,262 shares worth $237K. The stake represents 0.02% of the portfolio and ranks #234 among its holdings. This is a return to the name: KLCM Advisors previously reported a position in CMCSA as recently as Q3 2025.

KLCM Advisors first reported a position in CMCSA in Q2 2015 and has held it in 18 quarters since. The position peaked at $11.5M in Q2 2022. 2,045 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

KLCM Advisors held 8,262 shares of Comcast worth $237K as of Q1 2026.
Comcast was a new KLCM Advisors position in Q1 2026.
Comcast made up 0.02% of KLCM Advisors's portfolio in Q1 2026, its #234 holding.
KLCM Advisors first reported a position in Comcast in Q2 2015 and has held it in 18 quarters since.
KLCM Advisors's Comcast position peaked at $11.5M in Q2 2022.
2,045 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.