Peconic Partners’s Comcast CMCSA Stock Holding History

Peconic Partners’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	-900,000	Closed	-$33.8M	–	8
2024 Q4	$33.8M	Buy	+900,000	New	+$37.4M	1.37%	4

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Peconic Partners's CMCSA Position: Q1 2025 in Review

Peconic Partners sold out of Comcast (CMCSA) in Q1 2025, closing a stake of 900,000 shares — an estimated $33.8M sold.

Peconic Partners first reported a position in CMCSA in Q4 2024 and held it in 1 quarter. The position peaked at $33.8M in Q4 2024. 2,355 funds tracked by Wall St. Rank hold CMCSA as of Q1 2025.

Peconic Partners reported no remaining Comcast position as of Q1 2025 after selling out during the quarter.
Peconic Partners sold 900,000 Comcast shares in Q1 2025, an estimated $33.8M.
Peconic Partners first reported a position in Comcast in Q4 2024 and held it in 1 quarter.
Peconic Partners's Comcast position peaked at $33.8M in Q4 2024.
2,355 funds tracked by Wall St. Rank held Comcast as of Q1 2025.

Based on Peconic Partners's 13F filing for Q1 2025, filed 15 May 2025.