Nearwater Capital Markets’s Comcast CMCSA Stock Holding History

Nearwater Capital Markets’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
2025 Q2	–	Sell	-460,000	Closed	-$17M	–	109
2025 Q1	$17M	Hold	460,000	–	–	0.48%	49
2024 Q4	$17.3M	Buy	+460,000	New	+$19.1M	0.49%	43

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nearwater Capital Markets's CMCSA Position: Q2 2025 in Review

Nearwater Capital Markets sold out of Comcast (CMCSA) in Q2 2025, closing a stake of 460,000 shares — an estimated $17M sold.

Nearwater Capital Markets first reported a position in CMCSA in Q4 2024 and held it in 2 quarters. The position peaked at $17.3M in Q4 2024. 2,294 funds tracked by Wall St. Rank hold CMCSA as of Q2 2025.

Nearwater Capital Markets reported no remaining Comcast position as of Q2 2025 after selling out during the quarter.
Nearwater Capital Markets sold 460,000 Comcast shares in Q2 2025, an estimated $17M.
Nearwater Capital Markets first reported a position in Comcast in Q4 2024 and held it in 2 quarters.
Nearwater Capital Markets's Comcast position peaked at $17.3M in Q4 2024.
2,294 funds tracked by Wall St. Rank held Comcast as of Q2 2025.

Based on Nearwater Capital Markets's 13F filing for Q2 2025, filed 13 Aug 2025.