Capital Planning Advisors’s Cisco CSCO Stock Holding History

Capital Planning Advisors’s Portfolio CSCO Stock Details CSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$439K	Sell	5,659 -1,367	-19%	-$107K	0.06%	109
2025 Q4	$541K	Sell	7,026 -313	-4%	-$23.2K	0.07%	113
2025 Q3	$502K	Sell	7,339 -846	-10%	-$57.7K	0.07%	112
2025 Q2	$568K	Sell	8,185 -108	-1%	-$6.64K	0.08%	91
2025 Q1	$512K	Sell	8,293 -277	-3%	-$17.1K	0.08%	97
2024 Q4	$507K	Sell	8,570 -862	-9%	-$49.2K	0.08%	100
2024 Q3	$502K	Sell	9,432 -60	-0.6%	-$2.92K	0.08%	98
2024 Q2	$451K	Sell	9,492 -3,570	-27%	-$170K	0.08%	97
2024 Q1	$652K	Sell	13,062 -860	-6%	-$42.9K	0.11%	89
2023 Q4	$703K	Buy	13,922 +301	+2%	+$15.4K	0.13%	80
2023 Q3	$732K	Sell	13,621 -850	-6%	-$45.9K	0.15%	75
2023 Q2	$749K	Sell	14,471 -399	-3%	-$19.6K	0.15%	78
2023 Q1	$777K	Sell	14,870 -5,984	-29%	-$292K	0.17%	71
2022 Q4	$993K	Sell	20,854 -1,355	-6%	-$61.7K	0.24%	64
2022 Q3	$888K	Buy	22,209 +2,223	+11%	+$98.6K	0.24%	63
2022 Q2	$852K	Sell	19,986 -293	-1%	-$14K	0.23%	67
2022 Q1	$1.13M	Sell	20,279 -679	-3%	-$38.4K	0.24%	79
2021 Q4	$1.33M	Buy	20,958 +432	+2%	+$24.7K	0.25%	78
2021 Q3	$1.12M	Hold	20,526	–	–	0.23%	83
2021 Q2	$1.09M	Buy	20,526 +4,528	+28%	+$238K	0.22%	84
2021 Q1	$827K	Sell	15,998 -3,144	-16%	-$148K	0.19%	87
2020 Q4	$857K	Sell	19,142 -5,721	-23%	-$235K	0.21%	80
2020 Q3	$979K	Sell	24,863 -30,580	-55%	-$1.33M	0.27%	71
2020 Q2	$2.59M	Sell	55,443 -13,478	-20%	-$591K	0.77%	38
2020 Q1	$2.71M	Sell	68,921 -4,100	-6%	-$180K	1.01%	33
2019 Q4	$3.5M	Buy	73,021 +16,532	+29%	+$768K	0.92%	42
2019 Q3	$2.79M	Buy	56,489 +5,974	+12%	+$310K	0.81%	43
2019 Q2	$2.77M	Buy	50,515 +3,312	+7%	+$183K	0.81%	43
2019 Q1	$2.55M	Buy	47,203 +2,337	+5%	+$114K	0.78%	43
2018 Q4	$1.94M	Buy	44,866 +1,493	+3%	+$68.3K	0.71%	45
2018 Q3	$2.11M	Buy	43,373 +21,895	+102%	+$985K	0.67%	50
2018 Q2	$924K	Sell	21,478 -21,470	-50%	-$938K	0.42%	60
2018 Q1	$1.84M	Sell	42,948 -495	-1%	-$21K	0.65%	49
2017 Q4	$1.66M	Sell	43,443 -745	-2%	-$26.6K	0.58%	48
2017 Q3	$1.49M	Buy	44,188 +1,266	+3%	+$40.3K	0.58%	48
2017 Q2	$1.34M	Sell	42,922 -3,204	-7%	-$104K	0.59%	48
2017 Q1	$1.56M	Buy	46,126 +2,482	+6%	+$80.5K	0.77%	33
2016 Q4	$1.32M	Buy	43,644 +4,205	+11%	+$128K	0.7%	34
2016 Q3	$1.25M	Buy	39,439 +797	+2%	+$24.5K	0.67%	35
2016 Q2	$1.11M	Buy	38,642 +1,415	+4%	+$39.7K	0.62%	39
2016 Q1	$1.06M	Buy	37,227 +850	+2%	+$21.9K	0.51%	37
2015 Q4	$988K	Buy	36,377 +994	+3%	+$27.4K	0.58%	44
2015 Q3	$929K	Sell	35,383 -5,265	-13%	-$142K	0.61%	33
2015 Q2	$1.12M	Buy	40,648 +6,725	+20%	+$193K	0.65%	34
2015 Q1	$934K	Buy	33,923 +2,400	+8%	+$67.6K	0.65%	31
2014 Q4	$877K	Buy	+31,523	New	+$814K	0.76%	33

Other funds holding CSCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Planning Advisors's CSCO Position: Q1 2026 in Review

Capital Planning Advisors reduced its Cisco (CSCO) stake by 19% in Q1 2026, selling an estimated $107K and leaving 5,659 shares worth $439K. The position accounts for 0.06% of the portfolio, ranked #109.

Capital Planning Advisors first reported a position in CSCO in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.5M in Q4 2019. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

Capital Planning Advisors held 5,659 shares of Cisco worth $439K as of Q1 2026.
Capital Planning Advisors sold 1,367 Cisco shares in Q1 2026, an estimated $107K.
Cisco made up 0.06% of Capital Planning Advisors's portfolio in Q1 2026, its #109 holding.
Capital Planning Advisors first reported a position in Cisco in Q4 2014 and has held it in 46 quarters since.
Capital Planning Advisors's Cisco position peaked at $3.5M in Q4 2019.
3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.