Strid Group, LLC CMCSA — COMCAST CORP NEW

Ownership history in Strid Group, LLC  ·  6 quarters on record

AI Ownership Summary

Strid Group, LLC reported COMCAST CORP NEW (CMCSA) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2025 Q1. The latest visible filing shows CMCSA at 0.12% 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.

What this CMCSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strid Group, LLC's position in COMCAST CORP NEW, 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 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% 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
2024 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 Strid Group, LLC fund profile Strid Group, LLC full holdings
How Strid Group, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 34,770 +11,177 +47.4% 0.12% $998K 2026-04-29 $26.76
2025 Q4 UNCHANGED — — — 23,593 — 0% 0.09% $705K 2026-01-26 $29.09
2025 Q3 REDUCED — — — 23,593 -255 -1.1% 0.09% $741K 2025-10-15 $27.21
2025 Q2 REDUCED 73.4% -11.0% ✅ 23,848 -65,700 -73.4% 0.12% $843K 2025-07-22 $31.96
2025 Q1 REDUCED — — — 89,548 -2,267 -2.5% 0.14% $900K 2025-04-25 $30.44
2024 Q4 INITIATED — — — 91,815 — — 0.13% $803K 2025-01-28 $33.41

🏢 Other funds also holding CMCSA

As of 2026 Q1 — sorted by position size

Metropolis Capital Ltd 3Y 7Y 7.36% RWC Asset Management LLP 3Y 7Y 7.25% Wilmington Savings Fund Society, FSB 3Y 7Y 5.45% Pacific Capital Partners Ltd 3.41% MATRIX ASSET ADVISORS INC/NY 3Y 7Y 2.38% TORRAY INVESTMENT PARTNERS LLC 3Y 7Y 2.34% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 2.17% TWIN CITY PRIVATE WEALTH, LLC 1.9% Blume Capital Management, Inc. 3Y 7Y 1.76% Cairn Investment Group, Inc. 3Y 1.6%

FAQ About Strid Group, 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 Strid Group, LLC reported owning CMCSA?

Strid Group, LLC reported CMCSA across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CMCSA position in Strid Group, LLC's portfolio?

The largest reported portfolio weight for CMCSA was 0.14% in 2025 Q1.

What is the latest reported CMCSA position on this page?

The most recent filing on this page is 2026 Q1, when Strid Group, LLC reported 34,770 shares, equal to 0.12% of portfolio, with an estimated market value of $998K.

What does the chart on this CMCSA ownership page compare?

The chart compares Strid Group, 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 Strid Group, LLC time their CMCSA position?

Based on 13F filing dates vs. subsequent CMCSA price moves, Strid Group, LLC correctly timed 1 out of 4 reported position changes (25%).

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