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McCarter Private Wealth Services’s Comcast CMCSA Stock Holding History

McCarter Private Wealth Services’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 		$450K Buy
18,341
+4,360
+31% +$113K 0.16% 116
2026
Q1 		$401K Buy
13,981
+50
+0.4% +$1.5K 0.17% 105
2025
Q4 		$416K Buy
13,931
+3,962
+40% +$113K 0.19% 106
2025
Q3 		$313K Sell
9,969
-2,681
-21% -$89.9K 0.16% 105
2025
Q2 		$451K Sell
12,650
-197
-2% -$6.81K 0.26% 72
2025
Q1 		$474K Buy
12,847
+200
+2% +$7.22K 0.31% 61
2024
Q4 		$475K Sell
12,647
-960
-7% -$39.8K 0.3% 61
2024
Q3 		$568K Buy
+13,607
New +$537K 0.36% 55

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

McCarter Private Wealth Services's CMCSA Position: Q2 2026 in Review

McCarter Private Wealth Services increased its Comcast (CMCSA) stake by 31% in Q2 2026, buying an estimated $113K and bringing the position to 18,341 shares worth $450K. The position accounts for 0.16% of the portfolio, ranked #116.

McCarter Private Wealth Services first reported a position in CMCSA in Q3 2024 and has held it in 8 quarters since. The position peaked at $568K in Q3 2024. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • McCarter Private Wealth Services held 18,341 shares of Comcast worth $450K as of Q2 2026.
  • McCarter Private Wealth Services bought 4,360 Comcast shares in Q2 2026, an estimated $113K.
  • Comcast made up 0.16% of McCarter Private Wealth Services's portfolio in Q2 2026, its #116 holding.
  • McCarter Private Wealth Services first reported a position in Comcast in Q3 2024 and has held it in 8 quarters since.
  • McCarter Private Wealth Services's Comcast position peaked at $568K in Q3 2024.
  • 1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.