Viking Global Investors’s Comcast CMCSA Stock Holding History

Viking Global Investors’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 Q1	–	Sell	-19,818,985	Closed	-$744M	–	98
2024 Q4	$744M	Buy	19,818,985 +16,726,300	+541%	+$694M	2.41%	13
2024 Q3	$129M	Buy	+3,092,685	New	+$122M	0.47%	57
2022 Q2	–	Sell	-14,078,668	Closed	-$659M	–	84
2022 Q1	$659M	Sell	14,078,668 -134,423	-0.9%	-$6.47M	2.66%	10
2021 Q4	$715M	Buy	14,213,091 +4,036,468	+40%	+$210M	2.06%	15
2021 Q3	$569M	Buy	+10,176,623	New	+$593M	1.56%	22
2020 Q4	–	Sell	-10,045,065	Closed	-$465M	–	100
2020 Q3	$465M	Sell	10,045,065 -18,478,611	-65%	-$803M	1.68%	21
2020 Q2	$1.11B	Buy	28,523,676 +10,620,893	+59%	+$404M	4.81%	3
2020 Q1	$615M	Buy	17,902,783 +17,612,726	+6,072%	+$743M	3.2%	10
2019 Q4	$13M	Buy	+290,057	New	+$12.9M	0.06%	65
2013 Q4	–	Sell	-29,304,342	Closed	-$661M	–	69
2013 Q3	$661M	Sell	29,304,342 -14,597,968	-33%	-$318M	3.65%	10
2013 Q2	$916M	Buy	+43,902,310	New	+$907M	5.09%	3

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Viking Global Investors's CMCSA Position: Q1 2025 in Review

Viking Global Investors sold out of Comcast (CMCSA) in Q1 2025, closing a stake of 19,818,985 shares — an estimated $744M sold.

Viking Global Investors first reported a position in CMCSA in Q2 2013 and held it in 11 quarters. The position peaked at $1.11B in Q2 2020. 2,355 funds tracked by Wall St. Rank hold CMCSA as of Q1 2025.

Viking Global Investors reported no remaining Comcast position as of Q1 2025 after selling out during the quarter.
Viking Global Investors sold 19,818,985 Comcast shares in Q1 2025, an estimated $744M.
Viking Global Investors first reported a position in Comcast in Q2 2013 and held it in 11 quarters.
Viking Global Investors's Comcast position peaked at $1.11B in Q2 2020.
2,355 funds tracked by Wall St. Rank held Comcast as of Q1 2025.

Based on Viking Global Investors's 13F filing for Q1 2025, filed 15 May 2025.