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Scharf Investments’s Comcast CMCSA Stock Holding History

Scharf Investments’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 		$1.88M Sell
76,396
-3,988
-5% -$103K 0.06% 52
2026
Q1 		$2.31M Sell
80,384
-5,463
-6% -$163K 0.07% 44
2025
Q4 		$2.57M Sell
85,847
-2,390,225
-97% -$68.2M 0.07% 47
2025
Q3 		$77.8M Sell
2,476,072
-165,776
-6% -$5.56M 1.96% 23
2025
Q2 		$94.3M Sell
2,641,848
-257,985
-9% -$8.92M 2.72% 15
2025
Q1 		$107M Sell
2,899,833
-92,255
-3% -$3.33M 3.23% 15
2024
Q4 		$112M Sell
2,992,088
-1,763,799
-37% -$73.2M 3.33% 14
2024
Q3 		$199M Sell
4,755,887
-160,118
-3% -$6.32M 5.47% 5
2024
Q2 		$193M Sell
4,916,005
-264,901
-5% -$10.4M 5.49% 6
2024
Q1 		$225M Sell
5,180,906
-146,335
-3% -$6.31M 6.08% 4
2023
Q4 		$234M Buy
5,327,241
+55,603
+1% +$2.38M 6.41% 2
2023
Q3 		$234M Buy
5,271,638
+912,200
+21% +$40.7M 6.99% 3
2023
Q2 		$181M Buy
4,359,438
+304,021
+7% +$12.1M 5.43% 4
2023
Q1 		$154M Buy
4,055,417
+134,984
+3% +$5.1M 4.85% 7
2022
Q4 		$137M Buy
3,920,433
+689,503
+21% +$22.8M 4.49% 11
2022
Q3 		$94.8M Buy
3,230,930
+142,103
+5% +$5.31M 3.57% 15
2022
Q2 		$121M Sell
3,088,827
-18,989
-0.6% -$814K 4.14% 12
2022
Q1 		$146M Buy
3,107,816
+118,812
+4% +$5.72M 4.32% 10
2021
Q4 		$150M Sell
2,989,004
-181,453
-6% -$9.46M 4.46% 10
2021
Q3 		$177M Sell
3,170,457
-52,136
-2% -$3.04M 5.59% 4
2021
Q2 		$184M Buy
3,222,593
+123,144
+4% +$6.88M 5.58% 3
2021
Q1 		$168M Buy
3,099,449
+14,507
+0.5% +$766K 5.8% 3
2020
Q4 		$162M Sell
3,084,942
-29,450
-0.9% -$1.41M 6.09% 3
2020
Q3 		$144M Sell
3,114,392
-165,977
-5% -$7.22M 6.21% 3
2020
Q2 		$128M Sell
3,280,369
-63,339
-2% -$2.41M 5.73% 4
2020
Q1 		$115M Buy
3,343,708
+218,195
+7% +$9.2M 5.75% 4
2019
Q4 		$141M Buy
3,125,513
+208,542
+7% +$9.28M 5.5% 6
2019
Q3 		$131M Sell
2,916,971
-133,893
-4% -$5.93M 5.37% 5
2019
Q2 		$129M Sell
3,050,864
-175,651
-5% -$7.41M 5.08% 5
2019
Q1 		$129M Sell
3,226,515
-85,632
-3% -$3.22M 4.97% 6
2018
Q4 		$113M Sell
3,312,147
-725,616
-18% -$26.5M 4.48% 9
2018
Q3 		$143M Sell
4,037,763
-359,978
-8% -$12.7M 4.98% 4
2018
Q2 		$144M Sell
4,397,741
-1,013,871
-19% -$33M 5.16% 4
2018
Q1 		$185M Sell
5,411,612
-566,741
-9% -$22M 5.19% 4
2017
Q4 		$239M Buy
5,978,353
+1,161,097
+24% +$43.6M 5.43% 4
2017
Q3 		$185M Sell
4,817,256
-84,557
-2% -$3.33M 4.5% 9
2017
Q2 		$191M Sell
4,901,813
-462,446
-9% -$18.2M 4.48% 9
2017
Q1 		$202M Sell
5,364,259
-1,093,983
-17% -$40.6M 4.82% 7
2016
Q4 		$223M Sell
6,458,242
-245,362
-4% -$8.19M 5.17% 4
2016
Q3 		$222M Sell
6,703,604
-87,160
-1% -$2.9M 5.16% 4
2016
Q2 		$221M Buy
6,790,764
+382,462
+6% +$11.9M 4.97% 5
2016
Q1 		$196M Buy
6,408,302
+260,748
+4% +$7.48M 4.56% 9
2015
Q4 		$173M Buy
+6,147,554
New +$185M 4.14% 12

Other funds holding CMCSA

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scharf Investments's CMCSA Position: Q2 2026 in Review

Scharf Investments reduced its Comcast (CMCSA) stake by 5% in Q2 2026, selling an estimated $103K and leaving 76,396 shares worth $1.88M. The position accounts for 0.06% of the portfolio, ranked #52.

Scharf Investments first reported a position in CMCSA in Q4 2015 and has held it in 43 quarters since. The position peaked at $239M in Q4 2017. 527 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Scharf Investments held 76,396 shares of Comcast worth $1.88M as of Q2 2026.
  • Scharf Investments sold 3,988 Comcast shares in Q2 2026, an estimated $103K.
  • Comcast made up 0.06% of Scharf Investments's portfolio in Q2 2026, its #52 holding.
  • Scharf Investments first reported a position in Comcast in Q4 2015 and has held it in 43 quarters since.
  • Scharf Investments's Comcast position peaked at $239M in Q4 2017.
  • 527 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.