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Verdad Advisers’s Comcast CMCSA Stock Holding History

Verdad Advisers’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 		$1.19M Sell
41,549
-56,847
-58% -$1.7M 1.34% 15
2025
Q4 		$2.94M Buy
+98,396
New +$2.81M 3.37% 4

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

Verdad Advisers's CMCSA Position: Q1 2026 in Review

Verdad Advisers reduced its Comcast (CMCSA) stake by 58% in Q1 2026, selling an estimated $1.7M and leaving 41,549 shares worth $1.19M. The position accounts for 1.34% of the portfolio, ranked #15.

Verdad Advisers first reported a position in CMCSA in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.94M in Q4 2025. 2,042 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

  • Verdad Advisers held 41,549 shares of Comcast worth $1.19M as of Q1 2026.
  • Verdad Advisers sold 56,847 Comcast shares in Q1 2026, an estimated $1.7M.
  • Comcast made up 1.34% of Verdad Advisers's portfolio in Q1 2026, its #15 holding.
  • Verdad Advisers first reported a position in Comcast in Q4 2025 and has held it in 2 quarters since.
  • Verdad Advisers's Comcast position peaked at $2.94M in Q4 2025.
  • 2,042 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Verdad Advisers's 13F filing for Q1 2026, filed 15 May 2026.