SRS Investment Management’s Comcast CMCSA Stock Holding History

SRS Investment 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 Q1	$27.9M	Buy	972,985 +3,286	+0.3%	+$98.3K	0.3%	25
2025 Q4	$29M	Hold	969,699	–	–	0.31%	29
2025 Q3	$30.5M	Hold	969,699	–	–	0.33%	20
2025 Q2	$34.6M	Hold	969,699	–	–	0.36%	20
2025 Q1	$35.8M	Hold	969,699	–	–	0.48%	19
2024 Q4	$36.4M	Hold	969,699	–	–	0.52%	15
2024 Q3	$40.5M	Hold	969,699	–	–	0.6%	15
2024 Q2	$38M	Hold	969,699	–	–	0.52%	15
2024 Q1	$42M	Hold	969,699	–	–	0.58%	16
2023 Q4	$42.5M	Hold	969,699	–	–	0.51%	14
2023 Q3	$43M	Hold	969,699	–	–	0.62%	15
2023 Q2	$40.3M	Hold	969,699	–	–	0.46%	17
2023 Q1	$36.8M	Hold	969,699	–	–	0.53%	13
2022 Q4	$33.9M	Hold	969,699	–	–	0.61%	9
2022 Q3	$28.4M	Hold	969,699	–	–	0.56%	12
2022 Q2	$38.1M	Sell	969,699 -5,598,610	-85%	-$240M	0.75%	13
2022 Q1	$308M	Sell	6,568,309 -619,305	-9%	-$29.8M	3.4%	5
2021 Q4	$362M	Buy	7,187,614 +4,454,106	+163%	+$232M	4.28%	5
2021 Q3	$153M	Buy	2,733,508 +1,066,725	+64%	+$62.2M	2.15%	11
2021 Q2	$95M	Hold	1,666,783	–	–	1.41%	18
2021 Q1	$90.2M	Sell	1,666,783 -1,198,629	-42%	-$63.3M	1.42%	15
2020 Q4	$150M	Hold	2,865,412	–	–	2.48%	12
2020 Q3	$133M	Sell	2,865,412 -4,375,766	-60%	-$190M	2.45%	12
2020 Q2	$282M	Buy	7,241,178 +641,583	+10%	+$24.4M	5.26%	6
2020 Q1	$227M	Buy	6,599,595 +5,446,464	+472%	+$230M	4.93%	6
2019 Q4	$51.9M	Hold	1,153,131	–	–	1.24%	13
2019 Q3	$52M	Hold	1,153,131	–	–	1.4%	13
2019 Q2	$48.8M	Hold	1,153,131	–	–	1.04%	14
2019 Q1	$46.1M	Buy	+1,153,131	New	+$43.4M	1.04%	14
2017 Q3	–	Sell	-5,157,875	Closed	-$201M	–	22
2017 Q2	$201M	Buy	5,157,875 +3,450,191	+202%	+$136M	4.85%	8
2017 Q1	$64.2M	Buy	+1,707,684	New	+$63.4M	1.54%	14

Other funds holding CMCSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SRS Investment Management's CMCSA Position: Q1 2026 in Review

SRS Investment Management increased its Comcast (CMCSA) stake by 0.34% in Q1 2026, buying an estimated $98.3K and bringing the position to 972,985 shares worth $27.9M. The position accounts for 0.3% of the portfolio, ranked #25.

SRS Investment Management first reported a position in CMCSA in Q1 2017 and has held it in 31 quarters since. The position peaked at $362M in Q4 2021. 2,043 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

SRS Investment Management held 972,985 shares of Comcast worth $27.9M as of Q1 2026.
SRS Investment Management bought 3,286 Comcast shares in Q1 2026, an estimated $98.3K.
Comcast made up 0.3% of SRS Investment Management's portfolio in Q1 2026, its #25 holding.
SRS Investment Management first reported a position in Comcast in Q1 2017 and has held it in 31 quarters since.
SRS Investment Management's Comcast position peaked at $362M in Q4 2021.
2,043 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on SRS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.