Principal Street Partners’s Comcast CMCSA Stock Holding History

Principal Street 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
2026 Q1	$6.52M	Buy	226,946 +193,975	+588%	+$5.8M	1.06%	40
2025 Q4	$986K	Sell	32,971 -138,368	-81%	-$3.95M	0.17%	76
2025 Q3	$5.38M	Buy	+171,339	New	+$5.74M	0.86%	52
2022 Q1	–	Sell	-13,423	Closed	-$676K	–	216
2021 Q4	$676K	Sell	13,423 -909	-6%	-$47.4K	0.16%	115
2021 Q3	$801K	Sell	14,332 -4,309	-23%	-$251K	0.22%	79
2021 Q2	$1.06M	Sell	18,641 -254,744	-93%	-$14.2M	0.28%	74
2021 Q1	$14.8M	Buy	273,385 +166,049	+155%	+$8.77M	1.91%	7
2020 Q4	$5.62M	Sell	107,336 -7,771	-7%	-$372K	1.72%	7
2020 Q3	$5.33M	Buy	115,107 +6,264	+6%	+$272K	1.87%	5
2020 Q2	$4.24M	Sell	108,843 -13,921	-11%	-$530K	1.59%	32
2020 Q1	$4.22M	Buy	122,764 +104,508	+572%	+$4.41M	1.77%	31
2019 Q4	$821K	Buy	+18,256	New	+$813K	0.18%	102

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

Principal Street Partners's CMCSA Position: Q1 2026 in Review

Principal Street Partners increased its Comcast (CMCSA) stake by 588% in Q1 2026, buying an estimated $5.8M and bringing the position to 226,946 shares worth $6.52M. The position accounts for 1.06% of the portfolio, ranked #40.

Principal Street Partners first reported a position in CMCSA in Q4 2019 and has held it in 12 quarters since. The position peaked at $14.8M in Q1 2021. 2,042 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

Principal Street Partners held 226,946 shares of Comcast worth $6.52M as of Q1 2026.
Principal Street Partners bought 193,975 Comcast shares in Q1 2026, an estimated $5.8M.
Comcast made up 1.06% of Principal Street Partners's portfolio in Q1 2026, its #40 holding.
Principal Street Partners first reported a position in Comcast in Q4 2019 and has held it in 12 quarters since.
Principal Street Partners's Comcast position peaked at $14.8M in Q1 2021.
2,042 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.