Consolidated Planning Corp
CSCO icon

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
Q3 		$6M Sell
55,790
-8,287
-13% -$934K 0.82% 20
2026
Q2 		$7.53M Buy
64,077
+1,415
+2% +$148K 1.01% 15
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% -$9.5K 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% -$1.68K 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

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Consolidated Planning Corp's CSCO Position: Q3 2026 in Review

Consolidated Planning Corp reduced its Cisco (CSCO) stake by 13% in Q3 2026, selling an estimated $934K and leaving 55,790 shares worth $6M. The position accounts for 0.82% of the portfolio, ranked #20.

Consolidated Planning Corp first reported a position in CSCO in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.45M in Q4 2025. 1,552 funds tracked by Wall St. Rank hold CSCO as of Q3 2026.

  • Consolidated Planning Corp held 55,790 shares of Cisco worth $6M as of Q3 2026.
  • Consolidated Planning Corp sold 8,287 Cisco shares in Q3 2026, an estimated $934K.
  • Cisco made up 0.82% of Consolidated Planning Corp's portfolio in Q3 2026, its #20 holding.
  • Consolidated Planning Corp first reported a position in Cisco in Q4 2019 and has held it in 27 quarters since.
  • Consolidated Planning Corp's Cisco position peaked at $9.45M in Q4 2025.
  • 1,552 funds tracked by Wall St. Rank held Cisco as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.