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Morningstar Investment Management LLC: CMCSA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morningstar Investment Management LLC on CMCSA, newest first. How the timeline and the estimate are built.

Morningstar Investment Management LLC held 173,139 CMCSA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,139 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $4,970,821.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 173,139 shares
    Change vs previous 13F +10,378 shares

    0.31% of the 13F portfolio, value $4,970,821.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 162,761 shares
    Change vs previous 13F -14,823 shares

    0.29% of the 13F portfolio, value $4,865,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 177,584 shares
    Change vs previous 13F -52,972 shares

    0.21% of the 13F portfolio, value $5,580,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 230,556 shares
    Change vs previous 13F -92,076 shares

    0.72% of the 13F portfolio, value $8,229,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 322,632 shares
    Change vs previous 13F -125,833 shares

    0.69% of the 13F portfolio, value $11,905,000.

    13F-HR 0001104659-25-045607 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 138,002 shares
    • Morningstar Investment Management LLC: 184,630 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 448,465 shares
    Change vs previous 13F -2,361,975 shares

    0.71% of the 13F portfolio, value $16,831,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 279,742 shares
    • Morningstar Investment Management LLC: 168,723 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,810,440 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $117,093,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 2,598,557 shares
    • Morningstar Investment Management LLC: 211,883 shares

    Acceptance time not in the bulk data set (spec §4.2).