PCM
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Polymer Capital Management’s Comcast CMCSA Stock Holding History

Polymer 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
Q2 		– Sell
-21,952
Closed -$630K – 694
2026
Q1 		$630K Sell
21,952
-9,622
-30% -$288K 0.06% 328
2025
Q4 		$944K Buy
31,574
+13,684
+76% +$390K 0.1% 302
2025
Q3 		$562K Buy
+17,890
New +$600K 0.06% 401

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

Polymer Capital Management's CMCSA Position: Q2 2026 in Review

Polymer Capital Management sold out of Comcast (CMCSA) in Q2 2026, closing a stake of 21,952 shares — an estimated $630K sold.

Polymer Capital Management first reported a position in CMCSA in Q3 2025 and held it in 3 quarters. The position peaked at $944K in Q4 2025. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Polymer Capital Management reported no remaining Comcast position as of Q2 2026 after selling out during the quarter.
  • Polymer Capital Management sold 21,952 Comcast shares in Q2 2026, an estimated $630K.
  • Polymer Capital Management first reported a position in Comcast in Q3 2025 and held it in 3 quarters.
  • Polymer Capital Management's Comcast position peaked at $944K in Q4 2025.
  • 1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.