Junto Capital Management LP / CMCSA
Junto Capital Management LP’s Comcast Corp New Position
Does Junto Capital Management LP own Comcast Corp New (CMCSA)? Not currently — the last reported position was 1.61M shares worth $67M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$67M
Q3 2024
Shares
1.61M
% of Portfolio
+1.49%
Quarters Held
14
position exited
Position History CMCSA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2024 | 1.61M | $67M | +1.49% |
| Q4 2022 | 540.0K | $19M | +0.54% |
| Q2 2022 | 316.7K | $12M | +0.37% |
| Q3 2021 | 622.0K | $35M | +1.10% |
| Q2 2021 | 717.5K | $41M | +1.30% |
| Q1 2021 | 447.2K | $24M | +0.87% |
| Q4 2020 | 994.5K | $52M | +1.70% |
| Q3 2020 | 1.16M | $54M | +1.94% |
| Q1 2020 | 1.00M | $34M | +2.49% |
| Q4 2019 | 1.02M | $46M | +2.17% |
| Q3 2019 | 225.1K | $10M | +0.60% |
| Q2 2019 | 1.58M | $67M | +3.86% |
| Q1 2019 | 1.40M | $56M | +3.22% |
| Q4 2018 | 2.13M | $72M | +5.08% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Junto Capital Management LP’s full portfolio or all institutional holders of CMCSA.