Tweedy Browne's CMCSA Position Overview
Tweedy Browne (via Tweedy, Browne Co LLC) currently holds 31,496 shares of Comcast Corporation (CMCSA) worth $941,415, representing 0.08% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Tweedy Browne has maintained a long-term strategic position in CMCSA, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2020, adding 655,367 shares. Largest reduction occurred in Q4 2017, reducing 1.14 M shares.
Analysis based on 13F filings available since 2013 Q2
Tweedy Browne's Comcast Corporation (CMCSA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Comcast Corporation (CMCSA) Trades by Tweedy Browne
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2015 | +2.2 M | New Buy | 2.2 M | $28.21 |
| Q1 2016 | -9,094 | Reduce 0.41% | 2.19 M | $30.54 |
| Q2 2016 | -12,008 | Reduce 0.55% | 2.18 M | $32.60 |
| Q3 2016 | -341,916 | Reduce 15.71% | 1.83 M | $33.17 |
| Q4 2016 | -21,586 | Reduce 1.18% | 1.81 M | $34.53 |
| Q1 2017 | -9,763 | Reduce 0.54% | 1.8 M | $37.59 |
| Q2 2017 | -25,166 | Reduce 1.40% | 1.78 M | $38.92 |
| Q3 2017 | -1,194 | Reduce 0.07% | 1.78 M | $38.48 |
| Q4 2017 | -1.14 M | Reduce 64.17% | 636,706 | $40.05 |
| Q1 2018 | -2,504 | Reduce 0.39% | 634,202 | $34.17 |
| Q2 2018 | -3,609 | Reduce 0.57% | 630,593 | $32.81 |
| Q3 2018 | -4,233 | Reduce 0.67% | 626,360 | $35.41 |
| Q4 2018 | -143,260 | Reduce 22.87% | 483,100 | $34.05 |
| Q1 2019 | -8,570 | Reduce 1.77% | 474,530 | $39.98 |
| Q2 2019 | -11,717 | Reduce 2.47% | 462,813 | $42.28 |
| Q3 2019 | -9,015 | Reduce 1.95% | 453,798 | $45.08 |
| Q4 2019 | -1,486 | Reduce 0.33% | 452,312 | $44.97 |
| Q1 2020 | +24,645 | Add 5.45% | 476,957 | $34.38 |
| Q2 2020 | +655,367 | Add 137.41% | 1.13 M | $38.98 |
| Q3 2020 | -4,109 | Reduce 0.36% | 1.13 M | $46.26 |
| Q4 2020 | +20,468 | Add 1.81% | 1.15 M | $52.40 |
| Q1 2021 | -3,085 | Reduce 0.27% | 1.15 M | $54.11 |
| Q2 2021 | -21,884 | Reduce 1.91% | 1.12 M | $57.02 |
| Q3 2021 | -1,867 | Reduce 0.17% | 1.12 M | $55.93 |
| Q4 2021 | -63,094 | Reduce 5.62% | 1.06 M | $50.33 |
| Q1 2022 | -5,919 | Reduce 0.56% | 1.05 M | $46.82 |
| Q2 2022 | -5,151 | Reduce 0.49% | 1.05 M | $39.24 |
| Q3 2022 | -659,927 | Reduce 62.99% | 387,756 | $29.33 |
| Q4 2022 | -105,828 | Reduce 27.29% | 281,928 | $34.97 |
| Q1 2023 | -123,965 | Reduce 43.97% | 157,963 | $37.91 |
| Q2 2023 | -107,399 | Reduce 67.99% | 50,564 | $41.55 |
| Q3 2023 | -1,470 | Reduce 2.91% | 49,094 | $44.34 |
| Q4 2023 | -7,610 | Reduce 15.50% | 41,484 | $43.85 |
| Q1 2024 | -1,603 | Reduce 3.86% | 39,881 | $43.35 |
| Q2 2024 | -2,240 | Reduce 5.62% | 37,641 | $39.16 |
| Q3 2024 | -2,160 | Reduce 5.74% | 35,481 | $41.77 |
| Q4 2024 | -903 | Reduce 2.55% | 34,578 | $37.53 |
| Q1 2025 | -2,252 | Reduce 6.51% | 32,326 | $36.90 |
| Q2 2025 | -762 | Reduce 2.36% | 31,564 | $35.69 |
| Q3 2025 | -68 | Reduce 0.22% | 31,496 | $31.42 |
Tweedy Browne's Comcast Corporation Investment FAQs
Tweedy Browne first purchased Comcast Corporation (CMCSA) in Q4 2015, acquiring 2,197,570 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tweedy Browne has held Comcast Corporation (CMCSA) for 41 quarters since Q4 2015.
Tweedy Browne's largest addition to Comcast Corporation (CMCSA) was in Q4 2015, adding 2,197,570 shares worth $62 M.
According to the latest 13F filing for Q4 2025, Tweedy Browne's firm, Tweedy, Browne Co LLC, owns 31,496 shares of Comcast Corporation (CMCSA), valued at approximately $941,415.
As of the Q4 2025 filing, Comcast Corporation (CMCSA) represents approximately 0.08% of Tweedy Browne's publicly disclosed stock portfolio, making it one of their key holdings.
Tweedy Browne's peak holding in Comcast Corporation (CMCSA) was 2,197,570 shares, as reported at the end of Q4 2015.