Summit Street Capital Management’s Comcast CMCSA Stock Holding History

Summit Street 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
2026 Q2	$22M	Buy	+895,459	New	+$23.1M	3.09%	16

Other funds holding CMCSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Summit Street Capital Management's CMCSA Position: Q2 2026 in Review

Summit Street Capital Management opened a new position in Comcast (CMCSA) in Q2 2026: 895,459 shares worth $22M. The stake represents 3.09% of the portfolio and ranks #16 among its holdings.

1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

Summit Street Capital Management held 895,459 shares of Comcast worth $22M as of Q2 2026.
Comcast was a new Summit Street Capital Management position in Q2 2026.
Comcast made up 3.09% of Summit Street Capital Management's portfolio in Q2 2026, its #16 holding.
1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Summit Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.