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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
Q2 		$2.08M Buy
84,569
+43,020
+104% +$1.11M 1.99% 4
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Verdad Advisers's CMCSA Position: Q2 2026 in Review

Verdad Advisers increased its Comcast (CMCSA) stake by 104% in Q2 2026, buying an estimated $1.11M and bringing the position to 84,569 shares worth $2.08M. The position accounts for 1.99% of the portfolio, ranked #4.

Verdad Advisers first reported a position in CMCSA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.94M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Verdad Advisers held 84,569 shares of Comcast worth $2.08M as of Q2 2026.
  • Verdad Advisers bought 43,020 Comcast shares in Q2 2026, an estimated $1.11M.
  • Comcast made up 1.99% of Verdad Advisers's portfolio in Q2 2026, its #4 holding.
  • Verdad Advisers first reported a position in Comcast in Q4 2025 and has held it in 3 quarters since.
  • Verdad Advisers's Comcast position peaked at $2.94M in Q4 2025.
  • 1,891 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Verdad Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.