Voyager Global Management’s Comcast CMCSA Stock Holding History

Voyager Global 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
2025 Q4	–	Sell	-6,000,000	Closed	-$189M	–	10
2025 Q3	$189M	Buy	6,000,000 +500,000	+9%	+$16.8M	5.52%	9
2025 Q2	$196M	Buy	5,500,000 +650,000	+13%	+$22.5M	7.05%	9
2025 Q1	$179M	Sell	4,850,000 -2,450,000	-34%	-$88.4M	7.98%	6
2024 Q4	$274M	Buy	7,300,000 +2,725,000	+60%	+$113M	10.94%	3
2024 Q3	$191M	Sell	4,575,000 -1,425,000	-24%	-$56.3M	8.27%	7
2024 Q2	$235M	Buy	6,000,000 +2,700,000	+82%	+$106M	10.48%	3
2024 Q1	$143M	Buy	3,300,000 +425,000	+15%	+$18.3M	6.92%	6
2023 Q4	$126M	Sell	2,875,000 -125,000	-4%	-$5.36M	6.02%	9
2023 Q3	$133M	Buy	3,000,000 +700,000	+30%	+$31.3M	6.24%	9
2023 Q2	$95.6M	Buy	2,300,000 +50,000	+2%	+$1.99M	4.64%	9
2023 Q1	$85.3M	Hold	2,250,000	–	–	4.69%	10
2022 Q4	$78.7M	Hold	2,250,000	–	–	4.87%	9
2022 Q3	$66M	Sell	2,250,000 -250,000	-10%	-$9.35M	3.82%	10
2022 Q2	$98.1M	Sell	2,500,000 -1,875,000	-43%	-$80.4M	6.28%	9
2022 Q1	$205M	Buy	4,375,000 +1,000,000	+30%	+$48.2M	11.73%	7
2021 Q4	$170M	Buy	+3,375,000	New	+$176M	12.33%	1

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Voyager Global Management's CMCSA Position: Q4 2025 in Review

Voyager Global Management sold out of Comcast (CMCSA) in Q4 2025, closing a stake of 6,000,000 shares — an estimated $189M sold.

Voyager Global Management first reported a position in CMCSA in Q4 2021 and held it in 16 quarters. The position peaked at $274M in Q4 2024. 2,099 funds tracked by Wall St. Rank hold CMCSA as of Q4 2025.

Voyager Global Management reported no remaining Comcast position as of Q4 2025 after selling out during the quarter.
Voyager Global Management sold 6,000,000 Comcast shares in Q4 2025, an estimated $189M.
Voyager Global Management first reported a position in Comcast in Q4 2021 and held it in 16 quarters.
Voyager Global Management's Comcast position peaked at $274M in Q4 2024.
2,099 funds tracked by Wall St. Rank held Comcast as of Q4 2025.

Based on Voyager Global Management's 13F filing for Q4 2025, filed 17 Feb 2026.