2
CMCSA
COMCAST CORP NEW · Communication Services
Consensus score 2/100 · #161 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-07-09
vs 50-day avg
-5.2%
21-day momentum
-2.0%
recent volume
1.48×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-16.0%
30-wk MA slope
-1.9%
rel. strength
-24.5
52-wk range
9%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
6
tracked managers
New this Q
0
opened a position
Avg weight
0.9%
of their portfolios
Combined value
$1.21B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Eagle Capital Quality value | 3.6% | $1.08B | TRIM |
| Gardner Russo & Quinn Graham/global value | 0.8% | $65M | TRIM |
| Yacktman Asset Management Quality value | 0.4% | $34M | ADD |
| Markel Group Concentrated | 0.2% | $28M | HOLD |
| Tweedy Browne Graham/global value | 0.1% | $904K | HOLD |
| Brave Warrior Concentrated | 0.0% | $893K | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.