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Consolidated Planning Corp’s Cisco CSCO Stock Holding History

Consolidated Planning Corp’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 		$4.86M Sell
62,662
-60,006
-49% -$4.7M 0.79% 25
2025
Q4 		$9.45M Buy
122,668
+12,012
+11% +$891K 0.95% 24
2025
Q3 		$7.57M Buy
+110,656
New +$7.54M 0.8% 32
2025
Q2 		– Sell
-4,693
Closed -$290K – 187
2025
Q1 		$290K Sell
4,693
-530
-10% -$32.6K 0.04% 158
2024
Q4 		$309K Sell
5,223
-1,766
-25% -$101K 0.04% 162
2024
Q3 		$372K Sell
6,989
-107,636
-94% -$5.23M 0.06% 145
2024
Q2 		$5.45M Sell
114,625
-187
-0.2% -$8.88K 0.9% 36
2024
Q1 		$5.73M Buy
114,812
+1,633
+1% +$81.5K 0.98% 32
2023
Q4 		$5.72M Sell
113,179
-3,403
-3% -$174K 1.06% 26
2023
Q3 		$6.27M Buy
116,582
+1,516
+1% +$81.8K 1.39% 19
2023
Q2 		$5.95M Buy
115,066
+108,704
+1,709% +$5.35M 1.25% 20
2023
Q1 		$333K Sell
6,362
-195
-3% -$9.52K 0.09% 96
2022
Q4 		$312K Sell
6,557
-36
-0.5% -$1.64K 0.09% 97
2022
Q3 		$264K Sell
6,593
-204
-3% -$9.05K 0.08% 97
2022
Q2 		$290K Buy
6,797
+772
+13% +$37K 0.09% 95
2022
Q1 		$336K Buy
6,025
+246
+4% +$13.9K 0.23% 40
2021
Q4 		$366K Hold
5,779
– – 0.24% 39
2021
Q3 		$315K Sell
5,779
-51
-0.9% -$2.86K 0.2% 42
2021
Q2 		$308K Buy
5,830
+51
+0.9% +$2.68K 0.23% 41
2021
Q1 		$298K Hold
5,779
– – 0.19% 41
2020
Q4 		$258K Sell
5,779
-41
-0.7% -$1.69K 0.17% 42
2020
Q3 		$229K Buy
5,820
+41
+0.7% +$1.79K 0.17% 41
2020
Q2 		$269K Buy
5,779
+62
+1% +$2.72K 0.26% 30
2020
Q1 		$225K Buy
5,717
+60
+1% +$2.63K 0.28% 33
2019
Q4 		$271K Buy
+5,657
New +$263K 0.27% 33

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Consolidated Planning Corp's CSCO Position: Q1 2026 in Review

Consolidated Planning Corp reduced its Cisco (CSCO) stake by 49% in Q1 2026, selling an estimated $4.7M and leaving 62,662 shares worth $4.86M. The position accounts for 0.79% of the portfolio, ranked #25.

Consolidated Planning Corp first reported a position in CSCO in Q4 2019 and has held it in 25 quarters since. The position peaked at $9.45M in Q4 2025. 3,715 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Consolidated Planning Corp held 62,662 shares of Cisco worth $4.86M as of Q1 2026.
  • Consolidated Planning Corp sold 60,006 Cisco shares in Q1 2026, an estimated $4.7M.
  • Cisco made up 0.79% of Consolidated Planning Corp's portfolio in Q1 2026, its #25 holding.
  • Consolidated Planning Corp first reported a position in Cisco in Q4 2019 and has held it in 25 quarters since.
  • Consolidated Planning Corp's Cisco position peaked at $9.45M in Q4 2025.
  • 3,715 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.