National Bank of Canada’s Comcast CMCSA Stock Holding History

National Bank of Canada’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	$171M	Sell	5,963,642 -358,000	-6%	-$10.7M	0.15%	117
2025 Q4	$189M	Sell	6,321,642 -1,192,039	-16%	-$34M	0.17%	110
2025 Q3	$236M	Buy	7,513,681 +2,288,637	+44%	+$76.7M	0.24%	85
2025 Q2	$186M	Buy	5,225,044 +13,296	+0.3%	+$460K	0.18%	114
2025 Q1	$192M	Buy	5,211,748 +2,446,695	+88%	+$88.3M	0.2%	104
2024 Q4	$104M	Sell	2,765,053 -4,848,924	-64%	-$201M	0.11%	179
2024 Q3	$318M	Buy	7,613,977 +1,833,453	+32%	+$72.4M	0.36%	51
2024 Q2	$221M	Buy	5,780,524 +1,833,811	+46%	+$71.8M	0.3%	56
2024 Q1	$155M	Sell	3,946,713 -193,953	-5%	-$8.37M	0.24%	77
2023 Q4	$181M	Sell	4,140,666 -1,747,501	-30%	-$74.9M	0.29%	71
2023 Q3	$262M	Buy	5,888,167 +1,286,309	+28%	+$57.4M	0.4%	58
2023 Q2	$192M	Buy	4,601,858 +1,133,787	+33%	+$45M	0.35%	64
2023 Q1	$131M	Sell	3,468,071 -1,632,637	-32%	-$61.7M	0.32%	66
2022 Q4	$178M	Buy	5,100,708 +4,903,518	+2,487%	+$162M	0.45%	49
2022 Q3	$5.97M	Buy	197,190 +10,337	+6%	+$386K	0.03%	485
2022 Q2	$7.4M	Sell	186,853 -977,321	-84%	-$41.9M	0.03%	454
2022 Q1	$54.5M	Sell	1,164,174 -740,857	-39%	-$35.7M	0.16%	130
2021 Q4	$95.9M	Buy	+1,905,031	New	+$99.3M	0.33%	63

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

National Bank of Canada's CMCSA Position: Q1 2026 in Review

National Bank of Canada reduced its Comcast (CMCSA) stake by 5.7% in Q1 2026, selling an estimated $10.7M and leaving 5,963,642 shares worth $171M. The position accounts for 0.15% of the portfolio, ranked #117.

National Bank of Canada first reported a position in CMCSA in Q4 2021 and has held it in 18 quarters since. The position peaked at $318M in Q3 2024. 2,045 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

National Bank of Canada held 5,963,642 shares of Comcast worth $171M as of Q1 2026.
National Bank of Canada sold 358,000 Comcast shares in Q1 2026, an estimated $10.7M.
Comcast made up 0.15% of National Bank of Canada's portfolio in Q1 2026, its #117 holding.
National Bank of Canada first reported a position in Comcast in Q4 2021 and has held it in 18 quarters since.
National Bank of Canada's Comcast position peaked at $318M in Q3 2024.
2,045 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.