Nelson Capital Management’s Comcast CMCSA Stock Holding History

Nelson 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
2025 Q4	–	Sell	-70,091	Closed	-$2.2M	–	109
2025 Q3	$2.2M	Sell	70,091 -3,146	-4%	-$105K	0.26%	62
2025 Q2	$2.61M	Buy	73,237 +669	+0.9%	+$23.1K	0.35%	55
2025 Q1	$2.68M	Buy	72,568 +533	+0.7%	+$19.2K	0.46%	52
2024 Q4	$2.7M	Sell	72,035 -229	-0.3%	-$9.51K	0.45%	50
2024 Q3	$3.02M	Buy	72,264 +1,452	+2%	+$57.3K	0.51%	45
2024 Q2	$2.77M	Buy	70,812 +479	+0.7%	+$18.7K	0.49%	44
2024 Q1	$3.05M	Sell	70,333 -2,107	-3%	-$90.9K	0.58%	44
2023 Q4	$3.18M	Sell	72,440 -2,919	-4%	-$125K	0.71%	39
2023 Q3	$3.34M	Sell	75,359 -3,072	-4%	-$137K	0.82%	37
2023 Q2	$3.26M	Sell	78,431 -401	-0.5%	-$15.9K	0.84%	42
2023 Q1	$2.99M	Sell	78,832 -23,700	-23%	-$896K	0.85%	44
2022 Q4	$3.59M	Sell	102,532 -7,789	-7%	-$258K	1.05%	40
2022 Q3	$3.24M	Buy	110,321 +58,077	+111%	+$2.17M	0.95%	41
2022 Q2	$2.05M	Sell	52,244 -19,404	-27%	-$832K	0.57%	45
2022 Q1	$3.35M	Sell	71,648 -171	-0.2%	-$8.24K	0.66%	51
2021 Q4	$3.62M	Buy	71,819 +88	+0.1%	+$4.59K	0.67%	49
2021 Q3	$4.01M	Buy	71,731 +1,428	+2%	+$83.3K	0.8%	40
2021 Q2	$4.01M	Buy	70,303 +937	+1%	+$52.4K	0.81%	41
2021 Q1	$3.75M	Buy	69,366 +63,809	+1,148%	+$3.37M	0.8%	41
2020 Q4	$291K	Hold	5,557	–	–	0.06%	80
2020 Q3	$257K	Sell	5,557 -1,088	-16%	-$47.3K	0.05%	90
2020 Q2	$259K	Hold	6,645	–	–	0.06%	83
2020 Q1	$228K	Buy	6,645 +138	+2%	+$5.82K	0.06%	81
2019 Q4	$293K	Sell	6,507 -456	-7%	-$20.3K	0.06%	85
2019 Q3	$314K	Sell	6,963 -114	-2%	-$5.05K	0.07%	78
2019 Q2	$299K	Sell	7,077 -150	-2%	-$6.33K	0.07%	82
2019 Q1	$289K	Buy	7,227 +834	+13%	+$31.4K	0.07%	81
2018 Q4	$218K	Hold	6,393	–	–	0.06%	85
2018 Q3	$226K	Buy	6,393 +180	+3%	+$6.37K	0.05%	84
2018 Q2	$204K	Sell	6,213 -1,070	-15%	-$34.9K	0.05%	83
2018 Q1	$249K	Sell	7,283 -345	-5%	-$13.4K	0.06%	85
2017 Q4	$306K	Buy	7,628 +38	+0.5%	+$1.43K	0.1%	73
2017 Q3	$292K	Sell	7,590 -68	-0.9%	-$2.68K	0.1%	72
2017 Q2	$298K	Sell	7,658 -212	-3%	-$8.36K	0.1%	71
2017 Q1	$296K	Hold	7,870	–	–	0.1%	67
2016 Q4	$272K	Buy	7,870 +818	+12%	+$27.3K	0.1%	70
2016 Q3	$234K	Buy	7,052 +2,000	+40%	+$66.6K	0.08%	72
2016 Q2	$165K	Buy	5,052 +1,000	+25%	+$31.1K	0.06%	74
2016 Q1	$124K	Hold	4,052	–	–	0.05%	75
2015 Q4	$114K	Buy	4,052 +1,800	+80%	+$54.2K	0.04%	74
2015 Q3	$64K	Sell	2,252 -1,094	-33%	-$32.5K	0.02%	100
2015 Q2	$101K	Hold	3,346	–	–	0.04%	94
2015 Q1	$94K	Buy	3,346 +984	+42%	+$28.3K	0.03%	95
2014 Q4	$69K	Hold	2,362	–	–	0.03%	110
2014 Q3	$64K	Buy	2,362 +380	+19%	+$10.4K	0.02%	117
2014 Q2	$53K	Buy	1,982 +760	+62%	+$19.5K	0.02%	113
2014 Q1	$31K	Buy	1,222 +1,154	+1,697%	+$30.1K	0.01%	131
2013 Q4	$2K	Hold	68	–	–	﹤0.01%	226
2013 Q3	$2K	Hold	68	–	–	﹤0.01%	216
2013 Q2	$1K	Buy	+68	New	+$1.4K	﹤0.01%	217

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Nelson Capital Management's CMCSA Position: Q4 2025 in Review

Nelson Capital Management sold out of Comcast (CMCSA) in Q4 2025, closing a stake of 70,091 shares — an estimated $2.2M sold.

Nelson Capital Management first reported a position in CMCSA in Q2 2013 and held it in 50 quarters. The position peaked at $4.01M in Q3 2021. 2,100 funds tracked by Wall St. Rank hold CMCSA as of Q4 2025.

Nelson Capital Management reported no remaining Comcast position as of Q4 2025 after selling out during the quarter.
Nelson Capital Management sold 70,091 Comcast shares in Q4 2025, an estimated $2.2M.
Nelson Capital Management first reported a position in Comcast in Q2 2013 and held it in 50 quarters.
Nelson Capital Management's Comcast position peaked at $4.01M in Q3 2021.
2,100 funds tracked by Wall St. Rank held Comcast as of Q4 2025.

Based on Nelson Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.