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Oak Family Advisors’s Comcast CMCSA Stock Holding History

Oak Family Advisors’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
Q1 		– Sell
-5,500
Closed -$206K – 116
2024
Q4 		$206K Sell
5,500
-1,750
-24% -$72.6K 0.07% 111
2024
Q3 		$303K Sell
7,250
-1,590
-18% -$62.8K 0.09% 107
2024
Q2 		$346K Sell
8,840
-1,000
-10% -$39.1K 0.12% 97
2024
Q1 		$427K Sell
9,840
-770
-7% -$33.2K 0.16% 90
2023
Q4 		$465K Hold
10,610
– – 0.2% 90
2023
Q3 		$470K Sell
10,610
-80
-0.7% -$3.57K 0.22% 77
2023
Q2 		$444K Sell
10,690
-4,822
-31% -$192K 0.21% 82
2023
Q1 		$588K Sell
15,512
-2,545
-14% -$96.2K 0.29% 67
2022
Q4 		$631K Buy
18,057
+3,929
+28% +$130K 0.34% 61
2022
Q3 		$414K Sell
14,128
-62,038
-81% -$2.32M 0.22% 75
2022
Q2 		$2.99M Buy
76,166
+38,392
+102% +$1.65M 1.5% 21
2022
Q1 		$1.77M Buy
37,774
+3,555
+10% +$171K 0.69% 38
2021
Q4 		$1.72M Sell
34,219
-11
-0% -$573 0.64% 39
2021
Q3 		$1.91M Sell
34,230
-684
-2% -$39.9K 0.7% 35
2021
Q2 		$1.99M Sell
34,914
-272
-0.8% -$15.2K 0.83% 30
2021
Q1 		$1.9M Sell
35,186
-772
-2% -$40.8K 0.83% 29
2020
Q4 		$1.88M Buy
+35,958
New +$1.72M 0.97% 25

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Family Advisors's CMCSA Position: Q1 2025 in Review

Oak Family Advisors sold out of Comcast (CMCSA) in Q1 2025, closing a stake of 5,500 shares — an estimated $206K sold.

Oak Family Advisors first reported a position in CMCSA in Q4 2020 and held it in 17 quarters. The position peaked at $2.99M in Q2 2022. 2,355 funds tracked by Wall St. Rank hold CMCSA as of Q1 2025.

  • Oak Family Advisors reported no remaining Comcast position as of Q1 2025 after selling out during the quarter.
  • Oak Family Advisors sold 5,500 Comcast shares in Q1 2025, an estimated $206K.
  • Oak Family Advisors first reported a position in Comcast in Q4 2020 and held it in 17 quarters.
  • Oak Family Advisors's Comcast position peaked at $2.99M in Q2 2022.
  • 2,355 funds tracked by Wall St. Rank held Comcast as of Q1 2025.

Based on Oak Family Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.