1
CMCSA
COMCAST CORP NEW · Communication Services
Consensus score 1/100 · #195 this quarter · tier-weighted across tracked managers
→NeutralPrice action since filingas of 2026-07-30
vs 50-day avg
-1.1%
21-day momentum
+4.5%
recent volume
0.96×
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
-13.9%
30-wk MA slope
-1.8%
rel. strength
-24.5
52-wk range
12%
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
7
tracked managers
New this Q
1
opened a position
Avg weight
0.3%
of their portfolios
Combined value
$143M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Greenlight / DME Capital Long/short value | 0.8% | $33M | NEW |
| Gardner Russo & Quinn Graham/global value | 0.6% | $54M | TRIM |
| Yacktman Asset Management Quality value | 0.4% | $29M | HOLD |
| Markel Group Concentrated | 0.1% | $20M | TRIM |
| Tweedy Browne Graham/global value | 0.1% | $769K | TRIM |
| Eagle Capital Quality value | 0.0% | $7M | TRIM |
| Brave Warrior Concentrated | 0.0% | $763K | 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.