GoalVest Advisory’s Comcast CMCSA Stock Holding History

GoalVest Advisory’s Portfolio CMCSA Stock Details CMCSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$370	Sell	17 -71	-81%	-$1.74K	﹤0.01%	711
2026 Q2	$2.16K	Buy	+88	New	+$2.27K	﹤0.01%	449
2025 Q2	–	Sell	-34	Closed	-$1.26K	–	392
2025 Q1	$1.26K	Sell	34 -45	-57%	-$1.62K	﹤0.01%	325
2024 Q4	$2.96K	Buy	+79	New	+$3.28K	﹤0.01%	331
2024 Q2	–	Sell	-100	Closed	-$4.34K	–	334
2024 Q1	$4.34K	Sell	100 -812	-89%	-$35K	﹤0.01%	347
2023 Q4	$40K	Sell	912 -1,596	-64%	-$68.4K	0.02%	160
2023 Q3	$111K	Buy	2,508 +640	+34%	+$28.6K	0.06%	99
2023 Q2	$77.6K	Buy	1,868 +1,864	+46,600%	+$74K	0.04%	116
2023 Q1	$152	Hold	4	–	–	﹤0.01%	249
2022 Q4	$140	Sell	4 -59	-94%	-$1.95K	﹤0.01%	241
2022 Q3	$2K	Sell	63 -21,328	-100%	-$797K	﹤0.01%	226
2022 Q2	$852K	Buy	21,391 +487	+2%	+$20.9K	0.54%	57
2022 Q1	$979K	Buy	+20,904	New	+$1.01M	0.55%	47
2021 Q2	$6K	Buy	106 +58	+121%	+$3.24K	﹤0.01%	210
2021 Q1	$3K	Hold	48	–	–	﹤0.01%	168
2020 Q4	$3K	Buy	+48	New	+$2.3K	﹤0.01%	185

Other funds holding CMCSA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

GoalVest Advisory's CMCSA Position: Q3 2026 in Review

GoalVest Advisory reduced its Comcast (CMCSA) stake by 81% in Q3 2026, selling an estimated $1.74K and leaving 17 shares worth $370. The position accounts for ﹤0.01% of the portfolio, ranked #711.

GoalVest Advisory first reported a position in CMCSA in Q4 2020 and has held it in 16 quarters since. The position peaked at $979K in Q1 2022. 1,560 funds tracked by Wall St. Rank hold CMCSA as of Q3 2026.

GoalVest Advisory held 17 shares of Comcast worth $370 as of Q3 2026.
GoalVest Advisory sold 71 Comcast shares in Q3 2026, an estimated $1.74K.
Comcast made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #711 holding.
GoalVest Advisory first reported a position in Comcast in Q4 2020 and has held it in 16 quarters since.
GoalVest Advisory's Comcast position peaked at $979K in Q1 2022.
1,560 funds tracked by Wall St. Rank held Comcast as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.