John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  Comcast Corp. (CMCSA)
← All CMCSA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 113,108,244 1.78 Reduce 6.16% 0.11 $24.53–32.40 · VW $27.27i $3,247,337,685 SEC
2025   Q4 120,536,337 1.82 Add 0.35% <0.01 $24.74–32.86 · VW $29.52i $3,376,598,993 SEC
2025   Q3 120,109,969 1.91 Add 1.16% 0.02 $24.13–32.29 · VW $27.14i $3,536,883,984 SEC
2025   Q2 118,727,565 2.23 Add 18.10% 0.34 $29.08–34.36 · VW $31.76i $3,971,309,101 SEC
2025   Q1 100,530,330 1.98 Add 19.11% 0.32 $29.47–35.60 · VW $32.49i $3,476,634,643 SEC
2024   Q4 84,402,546 1.73 Add 6.80% 0.11 $30.46–40.72 · VW $34.94i $2,968,723,093 SEC
2024   Q3 79,025,055 1.75 Add 1.82% 0.03 $35.75–42.46 · VW $39.56i $3,093,604,994 SEC
2024   Q2 77,612,880 1.71 Reduce 0.55% 0.01 $34.40–39.02 · VW $36.84i $2,848,472,711 SEC
2024   Q1 78,044,584 1.84 Reduce 1.95% 0.04 $34.14–40.94 · VW $37.53i $3,170,789,799 SEC
2023   Q4 79,600,556 2.08 Reduce 1.56% 0.04 $38.13–44.15 · VW $40.82i $3,271,306,821 SEC
2023   Q3 80,859,173 2.27 Reduce 1.24% 0.03 $35.54–43.77 · VW $39.52i $3,360,164,702 SEC
2023   Q2 81,873,892 2.14 Reduce 1.27% 0.03 $36.06–44.48 · VW $41.46i $3,188,247,632 SEC
2023   Q1 82,925,966 2.02 Reduce 2.34% 0.05 $32.46–39.36 · VW $36.23i $2,946,319,918 SEC
2022   Q4 84,914,275 1.92 Reduce 3.37% 0.06 $31.66–38.57 · VW $35.02i $2,782,991,721 SEC
2022   Q3 87,874,470 1.84 Reduce 3.29% 0.08 $26.61–34.70 · VW $31.88i $2,415,518,000 SEC
2022   Q2 90,863,390 2.32 Add 0.44% 0.01 $33.37–41.76 · VW $36.35i $3,341,593,000 SEC
2022   Q1 90,462,917 2.42 Add 0.14% <0.01 $36.99–45.38 · VW $41.29i $3,969,516,000 SEC
2021   Q4 90,338,798 2.65 Add 1.14% 0.03 $41.49–49.97 · VW $45.10i $4,261,248,000 SEC
2021   Q3 89,316,515 3.06 Reduce 0.33% 0.01 $46.67–57.92 · VW $50.48i $4,681,793,000 SEC
2021   Q2 89,611,458 3.14 Reduce 1.43% 0.05 $51.46–56.94 · VW $55.09i $4,788,796,000 SEC
2021   Q1 90,909,193 3.31 Add 6.31% 0.20 $49.17–55.40 · VW $52.77i $4,610,212,000 SEC
2020   Q4 85,510,139 3.33 Reduce 4.07% 0.14 $45.13–50.23 · VW $48.26i $4,199,373,000 SEC
2020   Q3 89,141,175 3.55 Reduce 0.14% <0.01 $38.40–49.19 · VW $44.89i $3,864,734,000 SEC
2020   Q2 89,265,954 3.01 Add 1.09% 0.03 $35.40–42.36 · VW $39.92i $3,261,094,000 SEC
2020   Q1 88,305,604 3.09 Reduce 2.17% 0.06 $29.72–40.72 · VW $35.85i $2,845,311,000 SEC
2019   Q4 90,264,439 2.92 Reduce 1.11% 0.04 $36.52–44.74 · VW $39.72i $3,804,303,000 SEC
2019   Q3 91,277,584 3.19 Reduce 10.63% 0.35 $40.53–44.30 · VW $42.07i $3,856,414,000 SEC
2019   Q2 102,129,443 3.29 Reduce 24.43% 1.02 $38.13–42.46 · VW $40.69i $4,046,891,000 SEC
2019   Q1 135,149,841 4.18 Reduce 0.70% 0.03 $35.51–41.20 · VW $38.38i $5,064,002,000 SEC
2018   Q4 136,101,537 4.00 Reduce 3.75% 0.14 $30.56–36.82 · VW $34.54i $4,343,259,000 SEC
2018   Q3 141,405,629 3.61 Add 0.39% 0.01 $31.41–37.17 · VW $35.05i $4,692,759,000 SEC
2018   Q2 140,861,747 3.52 Add 29.71% 0.81 $29.02–34.74 · VW $32.81i $4,331,466,000 SEC
2018   Q1 108,600,802 2.88 Add 8.92% 0.24 $28.52–34.88 · VW $30.87i $3,477,872,000 SEC
2017   Q4 99,703,356 2.97 Add 22.97% 0.55 $33.51–41.24 · VW $36.23i $3,742,380,000 SEC
2017   Q3 81,077,456 2.41 Add 1.98% 0.05 $32.60–38.74 · VW $35.51i $2,923,955,000 SEC
2017   Q2 79,500,180 2.51 Reduce 1.18% 0.03 $35.75–39.53 · VW $37.78i $2,899,857,000 SEC
2017   Q1 80,452,102 2.46 Reduce 1.54% 0.04 $34.39–39.09 · VW $37.52i $2,834,297,000 SEC
2016   Q4 81,708,395 2.40 Reduce 7.16% 0.19 $31.90–36.02 · VW $34.33i $2,643,845,000 SEC
2016   Q3 88,008,364 2.62 Reduce 3.97% 0.11 $28.13–32.93 · VW $31.21i $2,735,930,000 SEC
2016   Q2 91,648,533 2.87 Reduce 1.82% 0.05 $28.43–32.03 · VW $30.35i $2,799,704,000 SEC
2016   Q1 93,343,601 2.71 Reduce 0.44% 0.01 $27.20–29.70 · VW $28.86i $2,671,709,000 SEC
2015   Q4 93,758,423 2.53 Reduce 1.71% 0.05 $24.53–28.95 · VW $26.84i $2,479,282,000 SEC
2015   Q3 95,390,408 2.65 Reduce 1.00% 0.03 $25.61–29.70 · VW $27.94i $2,542,552,000 SEC
2015   Q2 96,356,957 2.54 Reduce 2.00% 0.05 $23.43–30.45 · VW $26.76i $2,715,514,000 SEC
2015   Q1 98,318,578 2.50 Reduce 0.89% 0.02 $26.09–28.51 · VW $27.33i $2,601,710,000 SEC
2014   Q4 99,203,604 2.60 Reduce 15.55% 0.45 $24.58–28.06 · VW $26.82i $2,696,720,000 SEC
2014   Q3 117,475,962 2.89 Reduce 0.50% 0.01 $23.12–26.94 · VW $25.60i $2,960,570,000 SEC
2014   Q2 118,071,213 2.91 Reduce 0.06% <0.01 $24.34–26.47 · VW $25.48i $2,970,039,000 SEC
2014   Q1 118,144,651 2.92 Reduce 7.59% 0.25 $22.37–24.59 · VW $23.81i $2,769,257,000 SEC
2013   Q4 127,852,421 3.35 Reduce 2.77% 0.09 $22.59–25.90 · VW $24.24i $3,113,332,000 SEC
2013   Q3 131,496,852 3.25 Reduce 1.01% 0.03 $19.72–23.78 · VW $22.29i $2,782,138,000 SEC
2013   Q2 132,844,217 3.18 Buy 3.18 $18.16–21.71 · VW $19.86i $2,607,083,000 SEC
2013   Q1 0 0.00 Sell 100.00% 3.73 $18.49–20.50 · VW $19.27i SEC
2012   Q4 154,545,895 3.73 Reduce 13.43% 0.70 $17.01–19.68 · VW $18.45i $2,707,088,000 SEC
2012   Q3 178,517,841 5.23 Buy 5.23 $15.66–17.79 · VW $16.96i $2,992,307,000 SEC
2011   Q4 0 0.00 Sell 100.00% 3.27 $10.48–14.02 · VW $12.76i SEC
2011   Q3 221,826,349 3.27 Reduce 5.41% 0.18 $9.24–11.87 · VW $10.58i $2,172,526,000 SEC
2011   Q2 234,511,517 3.31 Reduce 7.16% 0.24 $8.99–12.25 · VW $10.44i $2,784,687,000 SEC
2011   Q1 252,600,312 3.39 Reduce 8.34% 0.29 $10.92–12.73 · VW $11.83i $2,926,092,000 SEC
2010   Q4 275,572,598 3.53 Reduce 1.59% 0.05 $9.49–12.10 · VW $11.22i $2,837,081,000 SEC
2010   Q3 280,032,035 3.14 Reduce 3.12% 0.11 $7.92–9.93 · VW $9.08i $2,372,530,000 SEC
2010   Q2 289,040,456 3.39 Add 0.31% 0.01 $7.85–9.28 · VW $8.38i $2,352,686,000 SEC
2010   Q1 288,151,781 3.18 Reduce 0.43% 0.01 $7.64–9.63 · VW $8.58i $2,541,245,000 SEC
2009   Q4 289,384,696 3.02 Reduce 1.28% 0.04 $6.64–8.38 · VW $7.58i $2,286,329,000 SEC
2009   Q3 293,151,263 3.12 Reduce 1.59% 0.05 $6.54–8.28 · VW $7.23i $2,320,208,000 SEC
2009   Q2 297,897,023 3.23 Reduce 20.57% 0.95 $6.11–7.43 · VW $6.91i $2,022,740,000 SEC
2009   Q1 375,048,835 4.61 Reduce 4.10% 0.20 $5.20–7.99 · VW $6.55i $2,397,219,000 SEC
2008   Q4 391,086,582 4.90 Reduce 12.43% 0.60 $5.60–8.48 · VW $6.73i $3,093,506,000 SEC
2008   Q3 446,591,580 4.81 Reduce 7.22% 0.30 $5.86–10.29 · VW $8.09i $4,108,057,000 SEC
2008   Q2 481,360,915 4.21 Reduce 7.61% 0.34 $8.42–10.71 · VW $9.69i $4,279,014,000 SEC
2008   Q1 521,036,510 4.51 Add 2.95% 0.13 $8.65–10.65 · VW $9.95i $4,722,046,000 SEC
2007   Q4 506,089,575 3.68 Add 46.43% 1.17 $7.55–10.13 · VW $8.95i $4,330,457,000 SEC
2007   Q3 345,626,236 3.03 Add 0.32% <0.01 $8.82–12.31 · VW $10.25i $3,916,234,000 SEC
2007   Q2 344,519,650 3.48 Reduce 1.12% 0.04 $11.34–13.78 · VW $12.45i $4,539,781,000 SEC
2007   Q1 348,428,357 3.53 Reduce 0.09% <0.01 $11.59–13.33 · VW $12.59i $4,236,980,000 SEC
2006   Q4 348,744,235 4.02 Reduce 0.50% 0.02 $11.68–14.14 · VW $12.62i $4,611,791,000 SEC
2006   Q3 350,512,019 3.85 Reduce 0.64% 0.02 $10.64–12.87 · VW $12.05i $4,035,104,000 SEC
2006   Q2 352,753,193 3.67 Add 0.37% 0.01 $9.62–11.15 · VW $10.57i $3,607,979,000 SEC
2006   Q1 351,465,152 3.01 Add 7.60% 0.21 $8.12–10.13 · VW $9.43i $2,872,330,000 SEC
2005   Q4 326,637,713 2.94 Add 9.57% 0.26 $7.92–8.89 · VW $8.40i $2,649,021,000 SEC
2005   Q3 298,115,942 3.18 Add 6.42% 0.19 $8.14–9.61 · VW $8.67i $2,736,222,000 SEC
2005   Q2 280,125,413 3.29 Add 7.64% 0.23 $9.29–10.15 · VW $9.68i $2,686,614,000 SEC
2005   Q1 260,238,384 3.39 Add 1.36% 0.05 $9.77–10.78 · VW $10.20i $2,746,283,000 SEC
2004   Q4 256,735,046 3.41 Add 11.64% 0.36 $9.15–10.52 · VW $9.94i $2,669,210,000 SEC
2004   Q3 229,961,229 2.96 Add 16.89% 0.43 $8.58–9.71 · VW $9.22i $2,028,774,000 SEC
2004   Q2 196,736,200 2.59 Buy 2.59 $8.20–9.37 · VW $8.79i $1,722,748,000 SEC
2003   Q3 0 0.00 Sell 100.00% 2.96 $9.11–10.66 · VW $9.88i SEC
2003   Q2 102,384,625 2.96 Add 3.03% 0.09 $8.80–10.89 · VW $9.66i $965,313,000 SEC
2003   Q1 99,369,767 2.75 Reduce 16.84% 0.46 $8.19–10.13 · VW $9.23i $887,529,000 SEC
2002   Q4 119,489,098 2.71 Buy 2.71 $6.83–9.18 · VW $8.38i $879,837,000 SEC
Price snapshot:
Current price$23.97
Avg. buy price$29.81
+/- since buy-19.58%
52-week low$21.83
52-week high$32.20