Long Focus Capital Management’s Comcast CMCSA Stock Holding History

Long Focus 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	$92.9M	Buy	3,785,000 +1,544,584	+69%	+$39.9M	2.38%	10
2026 Q1	$64.3M	Hold	2,240,416	–	–	1.69%	13
2025 Q4	$67M	Buy	2,240,416 +170,000	+8%	+$4.85M	1.76%	14
2025 Q3	$65.1M	Hold	2,070,416	–	–	2.15%	11
2025 Q2	$73.9M	Hold	2,070,416	–	–	2.79%	8
2025 Q1	$76.4M	Buy	2,070,416 +172,016	+9%	+$6.21M	2.55%	8
2024 Q4	$71.2M	Buy	1,898,400 +771,500	+68%	+$32M	2.31%	9
2024 Q3	$47.1M	Buy	1,126,900 +50,000	+5%	+$1.97M	1.65%	12
2024 Q2	$42.2M	Buy	1,076,900 +345,400	+47%	+$13.5M	1.61%	14
2024 Q1	$31.7M	Buy	731,500 +412,300	+129%	+$17.8M	1.62%	14
2023 Q4	$14M	Hold	319,200	–	–	0.47%	25
2023 Q3	$14.2M	Sell	319,200 -60,000	-16%	-$2.68M	0.51%	25
2023 Q2	$15.8M	Hold	379,200	–	–	0.72%	17
2023 Q1	$14.4M	Sell	379,200 -100,000	-21%	-$3.78M	0.81%	21
2022 Q4	$16.8M	Buy	479,200 +38,200	+9%	+$1.26M	1.16%	14
2022 Q3	$12.9M	Buy	441,000 +361,000	+451%	+$13.5M	1.26%	12
2022 Q2	$3.14M	Buy	80,000 +35,000	+78%	+$1.5M	0.33%	54
2022 Q1	$2.11M	Buy	45,000 +30,000	+200%	+$1.44M	0.27%	58
2021 Q4	$755K	Buy	+15,000	New	+$782K	0.1%	77

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 $3.38T AUM 44.17% 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

Long Focus Capital Management's CMCSA Position: Q2 2026 in Review

Long Focus Capital Management increased its Comcast (CMCSA) stake by 69% in Q2 2026, buying an estimated $39.9M and bringing the position to 3,785,000 shares worth $92.9M. The position accounts for 2.38% of the portfolio, ranked #10.

Long Focus Capital Management first reported a position in CMCSA in Q4 2021 and has held it in 19 quarters since. 1,900 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

Long Focus Capital Management held 3,785,000 shares of Comcast worth $92.9M as of Q2 2026.
Long Focus Capital Management bought 1,544,584 Comcast shares in Q2 2026, an estimated $39.9M.
Comcast made up 2.38% of Long Focus Capital Management's portfolio in Q2 2026, its #10 holding.
Long Focus Capital Management first reported a position in Comcast in Q4 2021 and has held it in 19 quarters since.
1,900 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

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