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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
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. 2,045 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.
  • 2,045 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.