Yacktman Asset Management’s Comcast CMCSA Stock Holding History

Yacktman 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	$33.5M	Buy	1,167,500 +6,000	+0.5%	+$180K	0.45%	41
2025 Q4	$34.7M	Sell	1,161,500 -7,500	-0.6%	-$214K	0.49%	39
2025 Q3	$36.7M	Sell	1,169,000 -74,500	-6%	-$2.5M	0.51%	38
2025 Q2	$44.4M	Hold	1,243,500	–	–	0.6%	37
2025 Q1	$45.9M	Sell	1,243,500 -4,000	-0.3%	-$144K	0.6%	37
2024 Q4	$46.8M	Sell	1,247,500 -6,000	-0.5%	-$249K	0.55%	41
2024 Q3	$52.4M	Sell	1,253,500 -167,500	-12%	-$6.61M	0.54%	44
2024 Q2	$55.6M	Sell	1,421,000 -7,500	-0.5%	-$293K	0.52%	43
2024 Q1	$61.9M	Sell	1,428,500 -17,000	-1%	-$733K	0.56%	43
2023 Q4	$63.4M	Sell	1,445,500 -2,300	-0.2%	-$98.6K	0.59%	43
2023 Q3	$64.2M	Sell	1,447,800 -7,000	-0.5%	-$313K	0.63%	42
2023 Q2	$60.4M	Buy	1,454,800 +7,200	+0.5%	+$286K	0.57%	43
2023 Q1	$54.9M	Sell	1,447,600 -10,100	-0.7%	-$382K	0.54%	43
2022 Q4	$51M	Sell	1,457,700 -6,500	-0.4%	-$215K	0.51%	44
2022 Q3	$42.9M	Sell	1,464,200 -2,000	-0.1%	-$74.8K	0.47%	45
2022 Q2	$57.5M	Sell	1,466,200 -9,000	-0.6%	-$386K	0.6%	39
2022 Q1	$69.1M	Sell	1,475,200 -41,250	-3%	-$1.99M	0.62%	36
2021 Q4	$76.3M	Buy	1,516,450 +7,000	+0.5%	+$365K	0.68%	37
2021 Q3	$84.4M	Sell	1,509,450 -9,200	-0.6%	-$536K	0.81%	36
2021 Q2	$86.6M	Sell	1,518,650 -5,550	-0.4%	-$310K	0.84%	37
2021 Q1	$82.5M	Buy	1,524,200 +18,100	+1%	+$956K	0.86%	37
2020 Q4	$78.9M	Buy	1,506,100 +6,464	+0.4%	+$310K	0.98%	30
2020 Q3	$69.4M	Buy	1,499,636 +154,336	+11%	+$6.71M	1.03%	26
2020 Q2	$52.4M	Sell	1,345,300 -150,000	-10%	-$5.71M	0.84%	30
2020 Q1	$51.4M	Sell	1,495,300 -10,000	-0.7%	-$422K	0.85%	26
2019 Q4	$67.7M	Sell	1,505,300 -316,000	-17%	-$14.1M	0.86%	25
2019 Q3	$82.1M	Sell	1,821,300 -31,200	-2%	-$1.38M	1.01%	24
2019 Q2	$78.3M	Sell	1,852,500 -15,000	-0.8%	-$633K	0.94%	23
2019 Q1	$74.7M	Sell	1,867,500 -15,500	-0.8%	-$583K	0.92%	23
2018 Q4	$64.1M	Buy	1,883,000 +138,800	+8%	+$5.07M	0.82%	21
2018 Q3	$61.8M	Hold	1,744,200	–	–	0.74%	21
2018 Q2	$57.2M	Sell	1,744,200 -200,000	-10%	-$6.52M	0.71%	21
2018 Q1	$66.4M	Hold	1,944,200	–	–	0.68%	21
2017 Q4	$77.9M	Sell	1,944,200 -32,500	-2%	-$1.22M	0.75%	21
2017 Q3	$76.1M	Hold	1,976,700	–	–	0.74%	23
2017 Q2	$76.9M	Sell	1,976,700 -900,000	-31%	-$35.5M	0.75%	22
2017 Q1	$108M	Sell	2,876,700 -414,000	-13%	-$15.4M	1.01%	18
2016 Q4	$114M	Sell	3,290,700 -690,000	-17%	-$23M	1.03%	20
2016 Q3	$132M	Sell	3,980,700 -14,400	-0.4%	-$479K	1.15%	19
2016 Q2	$130M	Sell	3,995,100 -400,800	-9%	-$12.4M	1.08%	19
2016 Q1	$134M	Buy	4,395,900 +20,000	+0.5%	+$574K	1.04%	20
2015 Q4	$123M	Buy	+4,375,900	New	+$132M	0.93%	21

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

Yacktman Asset Management's CMCSA Position: Q1 2026 in Review

Yacktman Asset Management increased its Comcast (CMCSA) stake by 0.52% in Q1 2026, buying an estimated $180K and bringing the position to 1,167,500 shares worth $33.5M. The position accounts for 0.45% of the portfolio, ranked #41.

Yacktman Asset Management first reported a position in CMCSA in Q4 2015 and has held it in 42 quarters since. The position peaked at $134M in Q1 2016. 2,045 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

Yacktman Asset Management held 1,167,500 shares of Comcast worth $33.5M as of Q1 2026.
Yacktman Asset Management bought 6,000 Comcast shares in Q1 2026, an estimated $180K.
Comcast made up 0.45% of Yacktman Asset Management's portfolio in Q1 2026, its #41 holding.
Yacktman Asset Management first reported a position in Comcast in Q4 2015 and has held it in 42 quarters since.
Yacktman Asset Management's Comcast position peaked at $134M in Q1 2016.
2,045 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

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