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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 		$529M Buy
21,530,900
+4,645,500
+28% +$120M 13.51% 1
2026
Q1 		$485M Sell
16,885,400
-6,512,100
-28% -$195M 12.76% 1
2025
Q4 		$699M Buy
23,397,500
+6,139,900
+36% +$175M 18.4% 1
2025
Q3 		$529M Buy
17,257,600
+7,465,500
+76% +$250M 17.47% 1
2025
Q2 		$349M Buy
9,792,100
+2,778,800
+40% +$96.1M 13.21% 1
2025
Q1 		$259M Sell
7,013,300
-3,301,300
-32% -$119M 8.63% 2
2024
Q4 		$387M Buy
10,314,600
+929,500
+10% +$38.6M 12.56% 1
2024
Q3 		$392M Buy
9,385,100
+1,560,600
+20% +$61.6M 13.73% 1
2024
Q2 		$306M Buy
7,824,500
+6,044,600
+340% +$237M 11.73% 2
2024
Q1 		$77.2M Sell
1,779,900
-310,200
-15% -$13.4M 3.95% 5
2023
Q4 		$91.7M Buy
2,090,100
+50,000
+2% +$2.14M 3.05% 8
2023
Q3 		$90.5M Sell
2,040,100
-720,000
-26% -$32.1M 3.23% 6
2023
Q2 		$115M Sell
2,760,100
-180,000
-6% -$7.15M 5.23% 4
2023
Q1 		$111M Sell
2,940,100
-1,809,900
-38% -$68.4M 6.31% 4
2022
Q4 		$166M Buy
4,750,000
+920,000
+24% +$30.4M 11.46% 2
2022
Q3 		$112M Buy
3,830,000
+1,540,100
+67% +$57.6M 10.95% 2
2022
Q2 		$89.3M Buy
2,289,900
+1,519,900
+197% +$65.2M 9.35% 2
2022
Q1 		$36.1M Buy
770,000
+750,000
+3,750% +$36.1M 4.63% 4
2021
Q4 		$1.01M Buy
+20,000
New +$1.04M 0.13% 71

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

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. 1,890 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.
  • 1,890 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.