SEC 13F Intelligence

Consulta Ltd / CMCSA

Consulta Ltd’s Comcast Corp New Position

Does Consulta Ltd own Comcast Corp New (CMCSA)? Not currently — the last reported position was 2.50M shares worth $98M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$98M
Q2 2024
Shares
2.50M
% of Portfolio
+6.67%
Quarters Held
23
position exited

Position History CMCSA

Reported value by quarter
Q4 ’18: $196MQ4 ’18Q1 ’19: $230MQ2 ’19: $243MQ3 ’19: $259MQ3 ’19Q4 ’19: $270MQ1 ’20: $158MQ2 ’20: $86MQ2 ’20Q3 ’20: $150MQ4 ’20: $210MQ1 ’21: $216MQ1 ’21Q2 ’21: $228MQ3 ’21: $224MQ4 ’21: $264MQ4 ’21Q1 ’22: $246MQ2 ’22: $137MQ3 ’22: $81MQ3 ’22Q4 ’22: $122MQ1 ’23: $104MQ2 ’23: $114MQ2 ’23Q3 ’23: $122MQ4 ’23: $121MQ1 ’24: $119MQ1 ’24Q2 ’24: $98Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20242.50M$98M+6.67%
Q1 20242.75M$119M+7.68%
Q4 20232.75M$121M+7.94%
Q3 20232.75M$122M+8.76%
Q2 20232.75M$114M+7.94%
Q1 20232.75M$104M+8.21%
Q4 20223.50M$122M+10.50%
Q3 20222.75M$81M+8.06%
Q2 20223.50M$137M+8.95%
Q1 20225.25M$246M+12.34%
Q4 20215.25M$264M+13.05%
Q3 20214.00M$224M+11.15%
Q2 20214.00M$228M+10.75%
Q1 20214.00M$216M+11.15%
Q4 20204.00M$210M+11.37%
Q3 20203.25M$150M+10.07%
Q2 20202.20M$86M+6.48%
Q1 20204.60M$158M+13.02%
Q4 20196.00M$270M+22.53%
Q3 20195.75M$259M+22.27%
Q2 20195.75M$243M+21.39%
Q1 20195.75M$230M+22.80%
Q4 20185.75M$196M+19.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Consulta Ltd’s full portfolio or all institutional holders of CMCSA.