STF Management’s Comcast CMCSA Stock Holding History

STF 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	$425K	Sell	14,225 -44,241	-76%	-$1.26M	0.4%	50
2025 Q3	$1.82M	Sell	58,466 -1,627	-3%	-$54.5K	0.67%	35
2025 Q2	$2.14M	Buy	60,093 +1,468	+3%	+$50.8K	0.85%	27
2025 Q1	$2.16M	Sell	58,625 -275	-0.5%	-$9.92K	1.04%	24
2024 Q4	$2.21M	Buy	58,900 +2,534	+4%	+$105K	0.99%	24
2024 Q3	$2.35M	Sell	56,366 -6,567	-10%	-$259K	1.07%	24
2024 Q2	$2.46M	Sell	62,933 -3,050	-5%	-$119K	1.04%	24
2024 Q1	$2.86M	Sell	65,983 -1,569	-2%	-$67.7K	1.24%	21
2023 Q4	$2.94M	Buy	67,552 +364	+0.5%	+$15.6K	1.38%	19
2023 Q3	$2.98M	Buy	67,188 +40,330	+150%	+$1.8M	1.58%	14
2023 Q2	$1.11M	Sell	26,858 -22,138	-45%	-$879K	1.19%	16
2023 Q1	$1.86M	Buy	48,996 +20,222	+70%	+$765K	1.25%	16
2022 Q4	$998K	Buy	+28,774	New	+$952K	1.43%	15

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

STF Management's CMCSA Position: Q4 2025 in Review

STF Management reduced its Comcast (CMCSA) stake by 76% in Q4 2025, selling an estimated $1.26M and leaving 14,225 shares worth $425K. The position accounts for 0.4% of the portfolio, ranked #50.

STF Management first reported a position in CMCSA in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.98M in Q3 2023. 2,099 funds tracked by Wall St. Rank hold CMCSA as of Q4 2025.

STF Management held 14,225 shares of Comcast worth $425K as of Q4 2025.
STF Management sold 44,241 Comcast shares in Q4 2025, an estimated $1.26M.
Comcast made up 0.4% of STF Management's portfolio in Q4 2025, its #50 holding.
STF Management first reported a position in Comcast in Q4 2022 and has held it in 13 quarters since.
STF Management's Comcast position peaked at $2.98M in Q3 2023.
2,099 funds tracked by Wall St. Rank held Comcast as of Q4 2025.

Based on STF Management's 13F filing for Q4 2025, filed 5 Feb 2026.