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Roehl & Yi Investment Advisors’s Comcast CMCSA Stock Holding History

Roehl & Yi Investment Advisors’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
Q3 		– Sell
-24,168
Closed -$863K – 173
2025
Q2 		$863K Sell
24,168
-1,280
-5% -$44.3K 0.44% 51
2025
Q1 		$939K Buy
25,448
+601
+2% +$21.7K 0.51% 42
2024
Q4 		$933K Buy
+24,847
New +$1.03M 0.51% 42

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Roehl & Yi Investment Advisors's CMCSA Position: Q3 2025 in Review

Roehl & Yi Investment Advisors sold out of Comcast (CMCSA) in Q3 2025, closing a stake of 24,168 shares — an estimated $863K sold.

Roehl & Yi Investment Advisors first reported a position in CMCSA in Q4 2024 and held it in 3 quarters. The position peaked at $939K in Q1 2025. 2,159 funds tracked by Wall St. Rank hold CMCSA as of Q3 2025.

  • Roehl & Yi Investment Advisors reported no remaining Comcast position as of Q3 2025 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 24,168 Comcast shares in Q3 2025, an estimated $863K.
  • Roehl & Yi Investment Advisors first reported a position in Comcast in Q4 2024 and held it in 3 quarters.
  • Roehl & Yi Investment Advisors's Comcast position peaked at $939K in Q1 2025.
  • 2,159 funds tracked by Wall St. Rank held Comcast as of Q3 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q3 2025, filed 29 May 2026.