Comcast Corp (CMCSA) fell to 0.02% of the Eagle Capital Management portfolio in 2026 Q2, from 3.62%, according to the 13F-HR filed with the SEC on August 14, 2026. The share count dropped 99% to 268K shares, and the position is worth about $6.6M and ranks 39th of 56 stocks by weight.
What did the 2026 Q2 filing report for CMCSA?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 37.6M | 268K |
| Shares sold | -37.3M (99%) | |
| Reported value | $1.1B | $6.6M |
| Portfolio weight | 3.62% | 0.02% |
| Rank in portfolio | 39th of 56 |
How much did Eagle Capital Management cut CMCSA?
Eagle Capital Management sold 37.3M shares of CMCSA during 2026 Q2, cutting the stake from 37.6M to 268K. The reported value of the position fell by about $1.1B, from about $1.1B to about $6.6M.
Where does CMCSA sit in the Eagle Capital Management portfolio?
CMCSA ranks 39th of 56 stock positions in the Eagle Capital Management portfolio at 0.02%, below the fund's average stock position of 2%. The CMCSA cut was the 6th largest of the quarter's 52 position changes by percent change to portfolio. The largest stock position is AMZN at 8.28%. Next come UNH at 7.33% and MELI at 7.29%. The three largest stocks together are 22.89% of the book. Across the 2026 Q2 portfolio, Eagle Capital Management reported 56 stock positions, with none opened and 4 closed. The total portfolio value is about $32.7B, up 10% from the prior quarter.
How long has Eagle Capital Management held CMCSA?
Eagle Capital Management has held CMCSA since at least the quarter ended June 30, 2013, the start of the filings we track. The fund sold out of the name in 2015 Q1 and came back in 2015 Q4. The weight peaked at 7.32% in 2020 Q3. This is the second straight quarter of cuts. Last quarter the fund trimmed it by 6%. Every reported trade is on the Eagle Capital Management CMCSA trade history page.
Did other funds buy or sell CMCSA in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 8 hold CMCSA. Of those, 1 added to the position this quarter and 2 trimmed it. The largest buyers of CMCSA this quarter were David Einhorn, Donald Yacktman and Torray Fund. The largest sellers were Thomas Russo, Tweedy, Browne Co All Funds (US) and Jim Cullen. Every tracked holder of CMCSA is on the CMCSA ownership page.
FAQ
How many CMCSA shares did Eagle Capital Management sell in 2026 Q2?
Eagle Capital Management sold 37.3M shares of CMCSA, 99% of the position, leaving 268K shares.
What remains of the CMCSA position of Eagle Capital Management?
Eagle Capital Management still holds 268K shares of CMCSA, worth about $6.6M at June 30, 2026 prices.
How much of the Eagle Capital Management portfolio is CMCSA now?
CMCSA is 0.02% of the Eagle Capital Management portfolio, down from 3.62% a quarter earlier.
Did other funds trim CMCSA in 2026 Q2?
Among the 8 other tracked funds that hold CMCSA, 2 trimmed it in 2026 Q2 and 1 added to it.