PCM
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Palestra Capital Management’s Comcast CMCSA Stock Holding History

Palestra 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
2026
Q1 		– Sell
-3,476,179
Closed -$104M – 26
2025
Q4 		$104M Buy
+3,476,179
New +$99.2M 3.67% 15
2019
Q4 		– Sell
-3,439,135
Closed -$155M – 24
2019
Q3 		$155M Sell
3,439,135
-1,047,150
-23% -$46.4M 5.12% 7
2019
Q2 		$190M Buy
4,486,285
+1,328,170
+42% +$56M 5.51% 2
2019
Q1 		$126M Sell
3,158,115
-719,385
-19% -$27.1M 4.13% 12
2018
Q4 		$132M Sell
3,877,500
-568,084
-13% -$20.7M 6.34% 8
2018
Q3 		$157M Sell
4,445,584
-408,114
-8% -$14.4M 7.29% 3
2018
Q2 		$159M Buy
4,853,698
+1,050,000
+28% +$34.2M 6.96% 1
2018
Q1 		$130M Sell
3,803,698
-486,628
-11% -$18.9M 7.2% 3
2017
Q4 		$172M Buy
4,290,326
+1,183,326
+38% +$44.5M 9.63% 1
2017
Q3 		$120M Buy
+3,107,000
New +$122M 7.41% 1
2015
Q1 		– Sell
-1,258,664
Closed -$36.5M – 33
2014
Q4 		$36.5M Sell
1,258,664
-422,000
-25% -$11.6M 3.19% 20
2014
Q3 		$45.2M Buy
1,680,664
+222,800
+15% +$6.1M 3.86% 9
2014
Q2 		$39.1M Buy
1,457,864
+56,200
+4% +$1.44M 3.23% 17
2014
Q1 		$35.1M Buy
1,401,664
+926,864
+195% +$24.1M 4.5% 5
2013
Q4 		$12.3M Buy
+474,800
New +$11.4M 2.54% 22

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Palestra Capital Management's CMCSA Position: Q1 2026 in Review

Palestra Capital Management sold out of Comcast (CMCSA) in Q1 2026, closing a stake of 3,476,179 shares — an estimated $104M sold.

Palestra Capital Management first reported a position in CMCSA in Q4 2013 and held it in 15 quarters. The position peaked at $190M in Q2 2019. 2,054 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

  • Palestra Capital Management reported no remaining Comcast position as of Q1 2026 after selling out during the quarter.
  • Palestra Capital Management sold 3,476,179 Comcast shares in Q1 2026, an estimated $104M.
  • Palestra Capital Management first reported a position in Comcast in Q4 2013 and held it in 15 quarters.
  • Palestra Capital Management's Comcast position peaked at $190M in Q2 2019.
  • 2,054 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Palestra Capital Management's 13F filing for Q1 2026, filed 15 May 2026.