Jeremy Grantham's CMCSA Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 1.69 M shares of Comcast Corporation (CMCSA) worth $50.63 M, representing 0.13% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 44 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 2.33 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +168,658 | Add 11.06% | 1.69 M | $29.89 |
| Q3 2025 | -56,927 | Reduce 3.60% | 1.53 M | $31.42 |
| Q2 2025 | -213,641 | Reduce 11.90% | 1.58 M | $35.69 |
| Q1 2025 | +250,492 | Add 16.21% | 1.8 M | $36.90 |
| Q4 2024 | -53,600 | Reduce 3.35% | 1.55 M | $37.53 |
| Q3 2024 | -26,849 | Reduce 1.65% | 1.6 M | $41.77 |
| Q2 2024 | +33,365 | Add 2.10% | 1.63 M | $39.16 |
| Q1 2024 | -189,609 | Reduce 10.64% | 1.59 M | $43.35 |
| Q4 2023 | -156,138 | Reduce 8.06% | 1.78 M | $43.85 |
| Q3 2023 | -151,051 | Reduce 7.23% | 1.94 M | $44.34 |
| Q2 2023 | +411,900 | Add 24.56% | 2.09 M | $41.55 |
| Q1 2023 | -402,100 | Reduce 19.34% | 1.68 M | $37.91 |
| Q4 2022 | +700,954 | Add 50.85% | 2.08 M | $34.97 |
| Q3 2022 | +341,600 | Add 32.95% | 1.38 M | $29.33 |
| Q2 2022 | +283,505 | Add 37.63% | 1.04 M | $39.24 |
| Q1 2022 | +261,768 | Add 53.25% | 753,351 | $46.82 |
| Q4 2021 | -118,200 | Reduce 19.38% | 491,583 | $50.33 |
| Q3 2021 | +13,318 | Add 2.23% | 609,783 | $55.93 |
| Q2 2021 | -16,263 | Reduce 2.65% | 596,465 | $57.02 |
| Q1 2021 | +165,400 | Add 36.98% | 612,728 | $54.11 |
| Q4 2020 | +333,900 | Add 294.37% | 447,328 | $52.40 |
| Q3 2020 | -24,900 | Reduce 18.00% | 113,428 | $46.26 |
| Q2 2020 | -90,700 | Reduce 39.60% | 138,328 | $38.98 |
| Q1 2020 | -146,185 | Reduce 38.96% | 229,028 | $34.38 |
| Q4 2019 | -140,182 | Reduce 27.20% | 375,213 | $44.97 |
| Q3 2019 | -161,300 | Reduce 23.84% | 515,395 | $45.08 |
| Q2 2019 | +186,195 | Add 37.96% | 676,695 | $42.28 |
| Q1 2019 | +478,800 | Add 4092.31% | 490,500 | $39.98 |
| Q4 2018 | +11,700 | New Buy | 11,700 | $34.02 |
| Q2 2017 | -6,200 | Sold Out | 0 | $0.00 |
| Q1 2017 | -113,508 | Reduce 94.82% | 6,200 | $37.58 |
| Q4 2016 | -72,464 | Reduce 37.71% | 119,708 | $34.53 |
| Q3 2016 | -488,978 | Reduce 71.79% | 192,172 | $33.17 |
| Q2 2016 | -1.91 M | Reduce 73.71% | 681,150 | $32.59 |
| Q1 2016 | +172,580 | Add 7.14% | 2.59 M | $30.54 |
| Q4 2015 | +86,740 | Add 3.72% | 2.42 M | $28.21 |
| Q3 2015 | +2.33 M | New Buy | 2.33 M | $28.44 |
| Q1 2015 | -9,128 | Sold Out | 0 | $0.00 |
| Q4 2014 | -186,848 | Reduce 95.34% | 9,128 | $29.03 |
| Q3 2014 | -31,258 | Reduce 13.76% | 195,976 | $26.89 |
| Q2 2014 | +227,234 | New Buy | 227,234 | $26.84 |
| Q4 2013 | -90,400 | Sold Out | 0 | $0.00 |
| Q3 2013 | +6,200 | Add 7.36% | 90,400 | $22.58 |
| Q2 2013 | +84,200 | Add 0.00% | 84,200 | $20.94 |
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 44 quarters since Q2 2013.
Jeremy Grantham's largest addition to Comcast Corporation (CMCSA) was in Q3 2015, adding 2,331,630 shares worth $66.31 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 1,693,910 shares of Comcast Corporation (CMCSA), valued at approximately $50.63 M.
As of the Q4 2025 filing, Comcast Corporation (CMCSA) represents approximately 0.13% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Comcast Corporation (CMCSA) was 2,590,950 shares, as reported at the end of Q1 2016.