Dodge & Cox increased CMCSA position by 399,596 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $CMCSA based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.
Position Change Detail
Other Dodge & Cox Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| TLV | Grupo Televisa SAB | Exited | 64,208,690 | — |
| BN | Brookfield Corp. | New | +41,280,320 | $1894.4B |
| BAC | Bank of America Corp. | Decreased | 13,337,999 | $110.5B |
| SNY | Sanofi SA | Decreased | 12,439,148 | $2737.6B |
| CX | Cemex SAB de CV | Decreased | 11,939,700 | $974.3B |
| SATS | EchoStar Corp. | Decreased | 11,758,684 | $3.5B |
| FISV | Fiserv, Inc. | Increased | +10,840,613 | $3323.2B |
| CVS | CVS Health Corp. | Decreased | 10,666,598 | $4960.8B |
| GSK | GSK PLC | Decreased | 9,885,765 | $3360.1B |
| TRU | TransUnion | New | +9,842,006 | $844.0B |
Other Whales Moving CMCSA This Period
| Manager | Change Type | Share Change |
|---|---|---|
| Capital World | Increased | +24,166,881 |
| Capital Research | Increased | +21,958,603 |
| ClearBridge | Increased | +18,258,119 |
| Arrowstreet | Decreased | 6,954,912 |
| AQR Capital | Decreased | 6,941,888 |
| Hotchkis & Wiley | Increased | +6,893,600 |
| Two Sigma | Exited | 6,556,098 |
| State Street | Increased | +6,117,946 |
| Harris (Oakmark) | Increased | +5,400,310 |
| Bridgewater | Decreased | 3,349,613 |
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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.
Last updated: July 09, 2026 at 06:01 UTC