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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
Q2 		$2.16K Buy
+88
New +$2.27K ﹤0.01% 449
2025
Q2 		– Sell
-34
Closed -$1.25K – 392
2025
Q1 		$1.25K 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 -$4.33K – 334
2024
Q1 		$4.33K 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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GoalVest Advisory's CMCSA Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Comcast (CMCSA) in Q2 2026: 88 shares worth $2.16K. The stake represents ﹤0.01% of the portfolio and ranks #449 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in CMCSA as recently as Q1 2025.

GoalVest Advisory first reported a position in CMCSA in Q4 2020 and has held it in 15 quarters since. The position peaked at $979K in Q1 2022. 281 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • GoalVest Advisory held 88 shares of Comcast worth $2.16K as of Q2 2026.
  • Comcast was a new GoalVest Advisory position in Q2 2026.
  • Comcast made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #449 holding.
  • GoalVest Advisory first reported a position in Comcast in Q4 2020 and has held it in 15 quarters since.
  • GoalVest Advisory's Comcast position peaked at $979K in Q1 2022.
  • 281 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.