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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
2020
Q2 		– Sell
-7,468,700
Closed -$257M – 28
2020
Q1 		$257M Buy
+7,468,700
New +$315M 5.58% 5

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

SRS Investment Management's CMCSA Position: Q2 2026 in Review

SRS Investment Management increased its Comcast (CMCSA) stake by 1.2% in Q2 2026, buying an estimated $291K and bringing the position to 984,257 shares worth $24.2M. The position accounts for 0.22% of the portfolio, ranked #28.

SRS Investment Management first reported a position in CMCSA in Q1 2017 and has held it in 32 quarters since. The position peaked at $362M in Q4 2021. 1,895 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • SRS Investment Management held 984,257 shares of Comcast worth $24.2M as of Q2 2026.
  • SRS Investment Management bought 11,272 Comcast shares in Q2 2026, an estimated $291K.
  • Comcast made up 0.22% of SRS Investment Management's portfolio in Q2 2026, its #28 holding.
  • SRS Investment Management first reported a position in Comcast in Q1 2017 and has held it in 32 quarters since.
  • SRS Investment Management's Comcast position peaked at $362M in Q4 2021.
  • 1,895 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on SRS Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.