SEC 13F Intelligence

Grantham, Mayo, Van Otterloo & Co. LLC / CMCSA

Grantham, Mayo, Van Otterloo & Co. LLC’s Comcast Corp New Position

Does Grantham, Mayo, Van Otterloo & Co. LLC own Comcast Corp New (CMCSA)? Yes — 1.76M shares worth $50M (+0.13% of its 13F portfolio) as of Q1 2026, up from 1.69M shares the prior filed quarter.

Position Value
$50M
Q1 2026
Shares
1.76M
% of Portfolio
+0.13%
Quarters Held
30
currently held

Position History CMCSA

Reported value by quarter
Q4 ’18: $398,000Q4 ’18Q1 ’19: $20MQ2 ’19: $29MQ3 ’19: $23MQ4 ’19: $17MQ4 ’19Q1 ’20: $8MQ2 ’20: $5MQ3 ’20: $5MQ4 ’20: $23MQ4 ’20Q1 ’21: $33MQ2 ’21: $34MQ3 ’21: $34MQ4 ’21: $25MQ4 ’21Q1 ’22: $35MQ2 ’22: $41MQ3 ’22: $40MQ4 ’22: $73MQ4 ’22Q1 ’23: $64MQ2 ’23: $87MQ3 ’23: $86MQ4 ’23: $78MQ4 ’23Q1 ’24: $69MQ2 ’24: $64MQ3 ’24: $67MQ4 ’24: $58MQ4 ’24Q1 ’25: $66MQ2 ’25: $56MQ3 ’25: $48MQ4 ’25: $51MQ4 ’25Q1 ’26: $50Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.76M$50M+0.13%
Q4 20251.69M$51M+0.13%
Q3 20251.53M$48M+0.14%
Q2 20251.58M$56M+0.17%
Q1 20251.80M$66M+0.21%
Q4 20241.55M$58M+0.19%
Q3 20241.60M$67M+0.21%
Q2 20241.63M$64M+0.22%
Q1 20241.59M$69M+0.25%
Q4 20231.78M$78M+0.34%
Q3 20231.94M$86M+0.41%
Q2 20232.09M$87M+0.40%
Q1 20231.68M$64M+0.32%
Q4 20222.08M$73M+0.39%
Q3 20221.38M$40M+0.23%
Q2 20221.04M$41M+0.22%
Q1 2022753.4K$35M+0.17%
Q4 2021491.6K$25M+0.12%
Q3 2021609.8K$34M+0.17%
Q2 2021596.5K$34M+0.17%
Q1 2021612.7K$33M+0.18%
Q4 2020447.3K$23M+0.14%
Q3 2020113.4K$5M+0.04%
Q2 2020138.3K$5M+0.04%
Q1 2020229.0K$8M+0.07%
Q4 2019375.2K$17M+0.11%
Q3 2019515.4K$23M+0.16%
Q2 2019676.7K$29M+0.20%
Q1 2019490.5K$20M+0.14%
Q4 201811.7K$398,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Grantham, Mayo, Van Otterloo & Co. LLC’s full portfolio or all institutional holders of CMCSA.