Van Cleef Asset Management’s Comcast CMCSA Stock Holding History

Van Cleef Asset 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	$12.1M	Buy	421,282 +184,963	+78%	+$5.53M	1.3%	20
2025 Q4	$7.06M	Sell	236,319 -208,662	-47%	-$5.95M	0.72%	24
2025 Q3	$14M	Sell	444,981 -15,564	-3%	-$522K	1.42%	16
2025 Q2	$16.4M	Sell	460,545 -1,710	-0.4%	-$59.2K	1.77%	15
2025 Q1	$17.1M	Buy	462,255 +176,069	+62%	+$6.35M	1.93%	15
2024 Q4	$10.7M	Buy	286,186 +19,127	+7%	+$794K	1.18%	19
2024 Q3	$11.2M	Buy	267,059 +256,039	+2,323%	+$10.1M	1.24%	19
2024 Q2	$432K	Hold	11,020	–	–	0.05%	82
2024 Q1	$478K	Hold	11,020	–	–	0.06%	79
2023 Q4	$483K	Hold	11,020	–	–	0.07%	74
2023 Q3	$489K	Hold	11,020	–	–	0.08%	70
2023 Q2	$458K	Hold	11,020	–	–	0.07%	73
2023 Q1	$418K	Hold	11,020	–	–	0.07%	78
2022 Q4	$385K	Hold	11,020	–	–	0.06%	81
2022 Q3	$323K	Sell	11,020 -372	-3%	-$13.9K	0.06%	82
2022 Q2	$447K	Buy	11,392 +51	+0.4%	+$2.19K	0.08%	76
2022 Q1	$531K	Sell	11,341 -1,950	-15%	-$93.9K	0.08%	76
2021 Q4	$669K	Hold	13,291	–	–	0.09%	71
2021 Q3	$743K	Hold	13,291	–	–	0.11%	68
2021 Q2	$758K	Hold	13,291	–	–	0.11%	69
2021 Q1	$719K	Hold	13,291	–	–	0.11%	70
2020 Q4	$696K	Hold	13,291	–	–	0.11%	67
2020 Q3	$615K	Hold	13,291	–	–	0.11%	72
2020 Q2	$518K	Hold	13,291	–	–	0.11%	74
2020 Q1	$457K	Hold	13,291	–	–	0.11%	75
2019 Q4	$598K	Hold	13,291	–	–	0.12%	76
2019 Q3	$599K	Hold	13,291	–	–	0.13%	73
2019 Q2	$562K	Hold	13,291	–	–	0.12%	73
2019 Q1	$531K	Buy	13,291 +1,046	+9%	+$39.4K	0.12%	75
2018 Q4	$417K	Hold	12,245	–	–	0.11%	77
2018 Q3	$434K	Hold	12,245	–	–	0.1%	77
2018 Q2	$402K	Hold	12,245	–	–	0.1%	83
2018 Q1	$418K	Buy	12,245 +75	+0.6%	+$2.91K	0.1%	82
2017 Q4	$487K	Hold	12,170	–	–	0.12%	81
2017 Q3	$468K	Hold	12,170	–	–	0.13%	75
2017 Q2	$474K	Hold	12,170	–	–	0.14%	71
2017 Q1	$457K	Hold	12,170	–	–	0.14%	72
2016 Q4	$420K	Hold	12,170	–	–	0.13%	74
2016 Q3	$404K	Hold	12,170	–	–	0.13%	76
2016 Q2	$397K	Hold	12,170	–	–	0.14%	74
2016 Q1	$372K	Hold	12,170	–	–	0.13%	76
2015 Q4	$343K	Hold	12,170	–	–	0.13%	78
2015 Q3	$346K	Sell	12,170 -100	-0.8%	-$2.97K	0.14%	73
2015 Q2	$369K	Sell	12,270 -68	-0.6%	-$2K	0.14%	78
2015 Q1	$348K	Hold	12,338	–	–	0.13%	80
2014 Q4	$358K	Buy	+12,338	New	+$338K	0.13%	83

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

Van Cleef Asset Management's CMCSA Position: Q1 2026 in Review

Van Cleef Asset Management increased its Comcast (CMCSA) stake by 78% in Q1 2026, buying an estimated $5.53M and bringing the position to 421,282 shares worth $12.1M. The position accounts for 1.3% of the portfolio, ranked #20.

Van Cleef Asset Management first reported a position in CMCSA in Q4 2014 and has held it in 46 quarters since. The position peaked at $17.1M in Q1 2025. 2,043 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

Van Cleef Asset Management held 421,282 shares of Comcast worth $12.1M as of Q1 2026.
Van Cleef Asset Management bought 184,963 Comcast shares in Q1 2026, an estimated $5.53M.
Comcast made up 1.3% of Van Cleef Asset Management's portfolio in Q1 2026, its #20 holding.
Van Cleef Asset Management first reported a position in Comcast in Q4 2014 and has held it in 46 quarters since.
Van Cleef Asset Management's Comcast position peaked at $17.1M in Q1 2025.
2,043 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Van Cleef Asset Management's 13F filing for Q1 2026, filed 1 May 2026.