Picton Mahoney Asset Management’s Comcast CMCSA Stock Holding History

Picton Mahoney Asset 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	-127,479	Closed	-$3.81M	–	1280
2025 Q4	$3.81M	Buy	+127,479	New	+$3.64M	0.03%	364
2022 Q2	–	Sell	-3,000	Closed	-$141K	–	867
2022 Q1	$141K	Hold	3,000	–	–	0.01%	673
2021 Q4	$151K	Sell	3,000 -117,980	-98%	-$6.15M	﹤0.01%	700
2021 Q3	$6.77M	Buy	+120,980	New	+$7.05M	0.25%	91
2019 Q2	–	Sell	-323,525	Closed	-$12.9M	–	196
2019 Q1	$12.9M	Buy	323,525 +13,325	+4%	+$501K	0.98%	34
2018 Q4	$10.6M	Buy	+310,200	New	+$11.3M	0.94%	36
2017 Q4	–	Sell	-349,116	Closed	-$13.4M	–	184
2017 Q3	$13.4M	Sell	349,116 -324,000	-48%	-$12.8M	1.01%	39
2017 Q2	$26.2M	Sell	673,116 -66,400	-9%	-$2.62M	1.87%	9
2017 Q1	$27.8M	Buy	739,516 +270,150	+58%	+$10M	1.86%	7
2016 Q4	$16.2M	Sell	469,366 -17,034	-4%	-$569K	1.33%	20
2016 Q3	$16.1M	Buy	486,400 +184,600	+61%	+$6.14M	1.08%	26
2016 Q2	$9.84M	Buy	+301,800	New	+$9.37M	0.61%	54

Other funds holding CMCSA

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Picton Mahoney Asset Management's CMCSA Position: Q1 2026 in Review

Picton Mahoney Asset Management sold out of Comcast (CMCSA) in Q1 2026, closing a stake of 127,479 shares — an estimated $3.81M sold.

Picton Mahoney Asset Management first reported a position in CMCSA in Q2 2016 and held it in 12 quarters. The position peaked at $27.8M in Q1 2017. 2,044 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

Picton Mahoney Asset Management reported no remaining Comcast position as of Q1 2026 after selling out during the quarter.
Picton Mahoney Asset Management sold 127,479 Comcast shares in Q1 2026, an estimated $3.81M.
Picton Mahoney Asset Management first reported a position in Comcast in Q2 2016 and held it in 12 quarters.
Picton Mahoney Asset Management's Comcast position peaked at $27.8M in Q1 2017.
2,044 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.