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Lakewood Capital Management’s Comcast CMCSA Stock Holding History

Lakewood 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
2018
Q1 		– Sell
-1,140,000
Closed -$45.7M – 36
2017
Q4 		$45.7M Hold
1,140,000
– – 1.59% 20
2017
Q3 		$43.9M Hold
1,140,000
– – 1.58% 19
2017
Q2 		$44.4M Hold
1,140,000
– – 1.75% 20
2017
Q1 		$42.9M Buy
+1,140,000
New +$42.3M 1.78% 20

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 $3.38T AUM 44.17% 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

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

Lakewood Capital Management reduced its Comcast (CMCSA) stake by 16% in Q2 2026, selling an estimated $2.06M and leaving 420,748 shares worth $10.3M. The position accounts for 0.53% of the portfolio, ranked #41.

Lakewood Capital Management first reported a position in CMCSA in Q1 2015 and has held it in 46 quarters since. The position peaked at $267M in Q3 2018. 1,900 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Lakewood Capital Management held 420,748 shares of Comcast worth $10.3M as of Q2 2026.
  • Lakewood Capital Management sold 80,000 Comcast shares in Q2 2026, an estimated $2.06M.
  • Comcast made up 0.53% of Lakewood Capital Management's portfolio in Q2 2026, its #41 holding.
  • Lakewood Capital Management first reported a position in Comcast in Q1 2015 and has held it in 46 quarters since.
  • Lakewood Capital Management's Comcast position peaked at $267M in Q3 2018.
  • 1,900 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

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