Schwerin Boyle Capital Management’s Comcast CMCSA Stock Holding History

Schwerin Boyle Capital 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
2025 Q4	–	Sell	-247,000	Closed	-$7.76M	–	47
2025 Q3	$7.76M	Hold	247,000	–	–	0.85%	36
2025 Q2	$8.82M	Hold	247,000	–	–	0.98%	34
2025 Q1	$9.11M	Hold	247,000	–	–	0.94%	30
2024 Q4	$9.27M	Hold	247,000	–	–	0.95%	29
2024 Q3	$10.3M	Hold	247,000	–	–	1.08%	29
2024 Q2	$9.67M	Hold	247,000	–	–	1.01%	29
2024 Q1	$10.7M	Hold	247,000	–	–	1.07%	27
2023 Q4	$10.8M	Sell	247,000 -37,000	-13%	-$1.59M	1.21%	26
2023 Q3	$12.6M	Hold	284,000	–	–	1.48%	26
2023 Q2	$11.8M	Buy	+284,000	New	+$11.3M	1.11%	26

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

Schwerin Boyle Capital Management's CMCSA Position: Q4 2025 in Review

Schwerin Boyle Capital Management sold out of Comcast (CMCSA) in Q4 2025, closing a stake of 247,000 shares — an estimated $7.76M sold.

Schwerin Boyle Capital Management first reported a position in CMCSA in Q2 2023 and held it in 10 quarters. The position peaked at $12.6M in Q3 2023. 2,105 funds tracked by Wall St. Rank hold CMCSA as of Q4 2025.

Schwerin Boyle Capital Management reported no remaining Comcast position as of Q4 2025 after selling out during the quarter.
Schwerin Boyle Capital Management sold 247,000 Comcast shares in Q4 2025, an estimated $7.76M.
Schwerin Boyle Capital Management first reported a position in Comcast in Q2 2023 and held it in 10 quarters.
Schwerin Boyle Capital Management's Comcast position peaked at $12.6M in Q3 2023.
2,105 funds tracked by Wall St. Rank held Comcast as of Q4 2025.

Based on Schwerin Boyle Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.