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RWC Asset Management’s Comcast CMCSA Stock Holding History

RWC 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
Q2 		$163M Buy
6,646,575
+589,023
+10% +$15.2M 6.18% 4
2026
Q1 		$174M Buy
+6,057,552
New +$181M 7.25% 2

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

RWC Asset Management's CMCSA Position: Q2 2026 in Review

RWC Asset Management increased its Comcast (CMCSA) stake by 9.7% in Q2 2026, buying an estimated $15.2M and bringing the position to 6,646,575 shares worth $163M. The position accounts for 6.18% of the portfolio, ranked #4.

RWC Asset Management first reported a position in CMCSA in Q1 2026 and has held it in 2 quarters since. The position peaked at $174M in Q1 2026. 1,887 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • RWC Asset Management held 6,646,575 shares of Comcast worth $163M as of Q2 2026.
  • RWC Asset Management bought 589,023 Comcast shares in Q2 2026, an estimated $15.2M.
  • Comcast made up 6.18% of RWC Asset Management's portfolio in Q2 2026, its #4 holding.
  • RWC Asset Management first reported a position in Comcast in Q1 2026 and has held it in 2 quarters since.
  • RWC Asset Management's Comcast position peaked at $174M in Q1 2026.
  • 1,887 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on RWC Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.