Ruffer LLP’s Comcast CMCSA Stock Holding History

Ruffer LLP’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 Q4	–	Sell	-139,073	Closed	-$4.37M	–	160
2025 Q3	$4.37M	Buy	139,073 +64,198	+86%	+$2.15M	0.24%	53
2025 Q2	$2.67M	Buy	+74,875	New	+$2.59M	0.12%	82
2025 Q1	–	Sell	-28,698	Closed	-$1.08M	–	102
2024 Q4	$1.08M	Buy	+28,698	New	+$1.19M	0.04%	91

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ruffer LLP's CMCSA Position: Q4 2025 in Review

Ruffer LLP sold out of Comcast (CMCSA) in Q4 2025, closing a stake of 139,073 shares — an estimated $4.37M sold.

Ruffer LLP first reported a position in CMCSA in Q4 2024 and held it in 3 quarters. The position peaked at $4.37M in Q3 2025. 2,105 funds tracked by Wall St. Rank hold CMCSA as of Q4 2025.

Ruffer LLP reported no remaining Comcast position as of Q4 2025 after selling out during the quarter.
Ruffer LLP sold 139,073 Comcast shares in Q4 2025, an estimated $4.37M.
Ruffer LLP first reported a position in Comcast in Q4 2024 and held it in 3 quarters.
Ruffer LLP's Comcast position peaked at $4.37M in Q3 2025.
2,105 funds tracked by Wall St. Rank held Comcast as of Q4 2025.

Based on Ruffer LLP's 13F filing for Q4 2025, filed 28 Jan 2026.