Jeremy Grantham's CMCSA Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 1.53 M shares of Comcast Corporation (CMCSA) worth $47.92 M, representing 0.14% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in CMCSA, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2015, adding 2.32 M shares. Largest reduction occurred in Q2 2016, reducing 1.91 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Comcast Corporation (CMCSA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Comcast Corporation (CMCSA) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +84,202 | Add 0.00% | 84,200 | $20.94 |
| Q3 2013 | +6,200 | Add 7.36% | 90,400 | $22.58 |
| Q4 2013 | -90,400 | Sold Out | 90,400 | $0.00 |
| Q2 2014 | +227,234 | New Buy | 227,234 | $26.84 |
| Q3 2014 | -31,258 | Reduce 13.76% | 195,976 | $26.89 |
| Q4 2014 | -186,848 | Reduce 95.34% | 9,128 | $29.03 |
| Q1 2015 | -9,128 | Sold Out | 9,128 | $0.00 |
| Q3 2015 | +2.33 M | New Buy | 2.33 M | $28.44 |
| Q4 2015 | +86,740 | Add 3.72% | 2.42 M | $28.21 |
| Q1 2016 | +172,580 | Add 7.14% | 2.59 M | $30.54 |
| Q2 2016 | -1.91 M | Reduce 73.71% | 681,150 | $32.59 |
| Q3 2016 | -488,978 | Reduce 71.79% | 192,172 | $33.17 |
| Q4 2016 | -72,464 | Reduce 37.71% | 119,708 | $34.53 |
| Q1 2017 | -113,508 | Reduce 94.82% | 6,200 | $37.58 |
| Q2 2017 | -6,200 | Sold Out | 6,200 | $0.00 |
| Q4 2018 | +11,700 | New Buy | 11,700 | $34.02 |
| Q1 2019 | +478,800 | Add 4092.31% | 490,500 | $39.98 |
| Q2 2019 | +186,195 | Add 37.96% | 676,695 | $42.28 |
| Q3 2019 | -161,300 | Reduce 23.84% | 515,395 | $45.08 |
| Q4 2019 | -140,182 | Reduce 27.20% | 375,213 | $44.97 |
| Q1 2020 | -146,185 | Reduce 38.96% | 229,028 | $34.38 |
| Q2 2020 | -90,700 | Reduce 39.60% | 138,328 | $38.98 |
| Q3 2020 | -24,900 | Reduce 18.00% | 113,428 | $46.26 |
| Q4 2020 | +333,900 | Add 294.37% | 447,328 | $52.40 |
| Q1 2021 | +165,400 | Add 36.98% | 612,728 | $54.11 |
| Q2 2021 | -16,263 | Reduce 2.65% | 596,465 | $57.02 |
| Q3 2021 | +13,318 | Add 2.23% | 609,783 | $55.93 |
| Q4 2021 | -118,200 | Reduce 19.38% | 491,583 | $50.33 |
| Q1 2022 | +261,768 | Add 53.25% | 753,351 | $46.82 |
| Q2 2022 | +283,505 | Add 37.63% | 1.04 M | $39.24 |
| Q3 2022 | +341,600 | Add 32.95% | 1.38 M | $29.33 |
| Q4 2022 | +700,954 | Add 50.85% | 2.08 M | $34.97 |
| Q1 2023 | -402,100 | Reduce 19.34% | 1.68 M | $37.91 |
| Q2 2023 | +411,900 | Add 24.56% | 2.09 M | $41.55 |
| Q3 2023 | -151,051 | Reduce 7.23% | 1.94 M | $44.34 |
| Q4 2023 | -156,138 | Reduce 8.06% | 1.78 M | $43.85 |
| Q1 2024 | -189,609 | Reduce 10.64% | 1.59 M | $43.35 |
| Q2 2024 | +33,365 | Add 2.10% | 1.63 M | $39.16 |
| Q3 2024 | -26,849 | Reduce 1.65% | 1.6 M | $41.77 |
| Q4 2024 | -53,600 | Reduce 3.35% | 1.55 M | $37.53 |
| Q1 2025 | +250,492 | Add 16.21% | 1.8 M | $36.90 |
| Q2 2025 | -213,641 | Reduce 11.90% | 1.58 M | $35.69 |
| Q3 2025 | -56,927 | Reduce 3.60% | 1.53 M | $31.42 |
Jeremy Grantham's Comcast Corporation Investment FAQs
Jeremy Grantham first purchased Comcast Corporation (CMCSA) in Q2 2013, acquiring 84,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Comcast Corporation (CMCSA) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Comcast Corporation (CMCSA) was in Q3 2015, adding 2,331,630 shares worth $66.31 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 1,525,252 shares of Comcast Corporation (CMCSA), valued at approximately $47.92 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Comcast Corporation (CMCSA) represents approximately 0.14% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Comcast Corporation (CMCSA) was 2,590,950 shares, as reported at the end of Q1 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.