Comcast (CMCSA) Stock Concentration Calculator

Calculator · free · no signup · CMCSA

Quantify Comcast concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.

Beta · invite-only · AlphaLatitude Inc. · Free Tools

Your inputs

Adjust — results update instantly.

Position & portfolio

Default. Adjust to test.
35%
Default. Adjust to test.
20%
10%

Tax

67%
Highly concentratedLong-term
If 30% drop
$150,000
If 50% drop
$250,000
If 70% drop
$350,000

Most fee-only advisors target ≤10% in any single name. You're at 67%.

Estimates only. Not financial advice.

Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).

Cost of fully de-concentrating

All three plans sell to 0% (no hedge).

Tax
Wealth (3y)$956,485
+$33,417 vs.

Tax
Wealth (3y)$994,174
+$71,106 vs.

Tax
Wealth (3y)$1.04M
+$112,490 vs.

Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.

Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.

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Build your own plan

Toggle below — chart updates live. Sell buttons show the slice.
Sell over 1 yearSell over 2 yearsSell over 3 yearsCustom
$712,500$815,995$919,489$1,022,984$1,126,478Yr 0Yr 1Yr 2Yr 3
Year 1
Year 2
Year 3
Tax$200,753
Hedge cost$37,676
Wealth at Y3$1,046,371
Vs. best fixed plan+$10,813

Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.

Tax brackets: 2026 · Estimates only — not financial advice.

Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.

You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.

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Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator

About Comcast

Comcast (CMCSA) is a public Consumer Internet company, incorporated in Pennsylvania and headquartered in Philadelphia, PA.

Equity grants at Comcast typically include restricted stock units (RSUs).

Comcast Corporation, formerly known as Comcast Holdings, is an American multinational mass media, telecommunications, and entertainment conglomerate. Comcast's corporate headquarters is at the Comcast Center in Philadelphia, while NBCUniversal, Comcast's New York operations and other major Comcast assets are headquartered at 30 Rockefeller Plaza in Midtown Manhattan in New York City. The company was ranked 51st in the Forbes Global 2000 in 2023. It is the fourth-largest telecommunications company by worldwide revenue, after AT&T, Verizon, and China Mobile. Comcast is the third-largest pay-TV company, the second-largest cable TV company by subscribers, and the largest home Internet service provider in the United States.

Source: Wikipedia (CC BY-SA 4.0)

Ralph Roberts bought a small Mississippi cable system in 1963 and built the largest cable operator in the United States, with the Roberts family retaining voting control. NBCUniversal came in stages from 2011, adding broadcast, film, and theme parks, and Sky added European pay television in 2018. Broadband subscriptions now matter more than video as cord-cutting shrinks the cable bundle, and wireless resold over Verizon's network is the growth add-on. Peacock carries the streaming strategy. Headquarters are in Philadelphia.

Sources: corporate.comcast.com · en.wikipedia.org

Equity comp at Comcast

  • RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.

Researched 2026-08-17.

OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Comcast.

If a meaningful share of your net worth sits in CMCSA, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with CMCSA's option-implied volatility.

All Comcast tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →

Comcast equity questions

How much CMCSA stock is too much?
There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your CMCSA position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
Does Comcast grant ISOs, NSOs, or RSUs?
Equity compensation at Comcast typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
Do Comcast RSUs use double-trigger vesting?
No. Comcast restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
Find another companyConsumer Internet peers

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