Hardman Johnston Global Advisors LLC CMCSA — Comcast Corp New Cl A cs

Ownership history in Hardman Johnston Global Advisors LLC  ·  80 quarters on record

AI Ownership Summary

Hardman Johnston Global Advisors LLC reported Comcast Corp New Cl A cs (CMCSA) in 80 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.11% in 2025 Q1. The latest visible filing shows CMCSA at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMCSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hardman Johnston Global Advisors LLC's position in Comcast Corp New Cl A cs, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CMCSA was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CMCSA stock page Hardman Johnston Global Advisors LLC fund profile Hardman Johnston Global Advisors LLC full holdings
How Hardman Johnston Global Advisors LLC held CMCSA — position size vs. price
% of Fund (quarterly)    CMCSA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 361,655 -39,706 -9.9% 0.49% $10.4M 2026-05-13 $24.94
2025 Q4 REDUCED 19.4% +3.7% ❌ 401,361 -96,812 -19.4% 0.57% $12.0M 2026-01-23 $28.96
2025 Q3 REDUCED 19.3% -3.9% ✅ 498,173 -119,407 -19.3% 0.77% $15.7M 2025-10-27 $26.94
2025 Q2 REDUCED — — — 617,580 -11,930 -1.9% 0.98% $22.0M 2025-07-21 $31.72
2025 Q1 REDUCED — — — 629,510 -23,740 -3.6% 1.11% $23.2M 2025-05-15 $31.72
2024 Q4 REDUCED — — — 653,250 -22,285 -3.3% 1.01% $24.5M 2025-02-04 $29.85
2024 Q3 REDUCED — — — 675,535 -29,150 -4.1% 1.11% $28.2M 2024-10-30 $37.27
2024 Q2 REDUCED — — — 704,685 -22,930 -3.2% 1.07% $27.6M 2024-08-14 $34.17
2024 Q1 REDUCED — — — 727,615 -430 -0.1% 1.09% $31.5M 2024-05-06 $33.44
2023 Q4 REDUCED — — — 728,045 -3,042 -0.4% 1.02% $31.9M 2024-01-29 $39.76
70 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CMCSA

As of 2026 Q1 — sorted by position size

Silver Rock Financial LP 3Y 7Y 35.36% Long Focus Capital Management, LLC 3Y 12.76% GOLDENTREE ASSET MANAGEMENT LP 3Y 7Y 11.09% Metropolis Capital Ltd 3Y 7Y 7.36% RWC Asset Management LLP 3Y 7Y 7.25% Crabel Capital Management, LLC 3Y 7Y 7.02% Ranmore Fund Management Ltd 6.76% Kiltearn Partners LLP 3Y 7Y 6.18% Hall Kathryn A. 3Y 7Y 5.83% Round Hill Asset Management 3Y 7Y 5.47%

FAQ About Hardman Johnston Global Advisors LLC and CMCSA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hardman Johnston Global Advisors LLC reported owning CMCSA?

Hardman Johnston Global Advisors LLC reported CMCSA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CMCSA position in Hardman Johnston Global Advisors LLC's portfolio?

The largest reported portfolio weight for CMCSA was 1.11% in 2025 Q1.

What is the latest reported CMCSA position on this page?

The most recent filing on this page is 2026 Q1, when Hardman Johnston Global Advisors LLC reported 361,655 shares, equal to 0.49% of portfolio, with an estimated market value of $10.4M.

What does the chart on this CMCSA ownership page compare?

The chart compares Hardman Johnston Global Advisors LLC's quarterly CMCSA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hardman Johnston Global Advisors LLC time their CMCSA position?

Based on 13F filing dates vs. subsequent CMCSA price moves, Hardman Johnston Global Advisors LLC correctly timed 36 out of 79 reported position changes (46%). The annualised alpha on CMCSA relative to SPY over the holding period was -3.2%.

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