KFP
CSCO icon

Keystone Financial Planning’s Cisco CSCO Stock Holding History

Keystone Financial Planning’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
Q2 		– Sell
-48,976
Closed -$3.8M – 41
2026
Q1 		$3.8M Sell
48,976
-344
-0.7% -$26.9K 1.02% 18
2025
Q4 		$3.8M Sell
49,320
-616
-1% -$45.7K 1.1% 19
2025
Q3 		$3.42M Sell
49,936
-116
-0.2% -$7.91K 0.99% 20
2025
Q2 		$3.47M Sell
50,052
-932
-2% -$57.3K 1.05% 20
2025
Q1 		$3.15M Sell
50,984
-422
-0.8% -$26K 0.94% 23
2024
Q4 		$3.04M Sell
51,406
-88
-0.2% -$5.03K 0.94% 23
2024
Q3 		$2.74M Sell
51,494
-474
-0.9% -$23.1K 0.83% 23
2024
Q2 		$2.47M Sell
51,968
-1,276
-2% -$60.6K 0.82% 24
2024
Q1 		$2.66M Sell
53,244
-2,886
-5% -$144K 0.86% 26
2023
Q4 		$2.84M Sell
56,130
-84
-0.1% -$4.29K 0.94% 26
2023
Q3 		$3.02M Sell
56,214
-698
-1% -$37.7K 1.06% 24
2023
Q2 		$2.94M Buy
56,912
+701
+1% +$34.5K 0.99% 25
2023
Q1 		$2.94M Sell
56,211
-170,950
-75% -$8.35M 1% 26
2022
Q4 		$10.8M Sell
227,161
-8,948
-4% -$407K 3.65% 2
2022
Q3 		$9.44M Buy
236,109
+1,298
+0.6% +$57.6K 3.63% 3
2022
Q2 		$10M Buy
234,811
+177,505
+310% +$8.5M 3.52% 4
2022
Q1 		$3.19M Sell
57,306
-379
-0.7% -$21.4K 1.07% 28
2021
Q4 		$3.65M Sell
57,685
-1,680
-3% -$96K 1.25% 27
2021
Q3 		$3.23M Sell
59,365
-517
-0.9% -$29K 1.17% 25
2021
Q2 		$3.17M Sell
59,882
-1,179
-2% -$62K 1.15% 23
2021
Q1 		$3.16M Sell
61,061
-797
-1% -$37.4K 1.18% 22
2020
Q4 		$2.77M Sell
61,858
-109
-0.2% -$4.48K 1.15% 22
2020
Q3 		$2.44M Sell
61,967
-48
-0.1% -$2.09K 1.18% 23
2020
Q2 		$2.89M Sell
62,015
-140
-0.2% -$6.14K 1.43% 28
2020
Q1 		$2.44M Sell
62,155
-13,149
-17% -$577K 1.4% 26
2019
Q4 		$3.61M Buy
75,304
+8,800
+13% +$409K 1.61% 29
2019
Q3 		$3.29M Sell
66,504
-55
-0.1% -$2.86K 1.57% 30
2019
Q2 		$3.64M Sell
66,559
-7,992
-11% -$441K 1.78% 28
2019
Q1 		$4.03M Sell
74,551
-122,456
-62% -$5.95M 1.99% 26
2018
Q4 		$8.54M Buy
197,007
+995
+0.5% +$45.5K 4.77% 2
2018
Q3 		$9.54M Buy
196,012
+6,874
+4% +$309K 4.87% 1
2018
Q2 		$8.14M Buy
189,138
+6,385
+3% +$279K 4.48% 1
2018
Q1 		$7.84M Sell
182,753
-16,442
-8% -$697K 4.37% 2
2017
Q4 		$7.63M Buy
199,195
+222
+0.1% +$7.93K 4.07% 4
2017
Q3 		$6.69M Buy
198,973
+4,628
+2% +$147K 3.79% 7
2017
Q2 		$6.08M Buy
194,345
+2,681
+1% +$87.3K 3.68% 7
2017
Q1 		$6.48M Buy
191,664
+1,957
+1% +$63.5K 4.03% 5
2016
Q4 		$5.73M Buy
189,707
+407
+0.2% +$12.4K 3.75% 7
2016
Q3 		$6M Buy
189,300
+2,272
+1% +$69.9K 3.95% 4
2016
Q2 		$5.37M Buy
187,028
+42,549
+29% +$1.19M 3.63% 10
2016
Q1 		$4.11M Buy
144,479
+111,667
+340% +$2.87M 2.94% 19
2015
Q4 		$891K Sell
32,812
-9,925
-23% -$274K 0.67% 32
2015
Q3 		$1.12M Buy
42,737
+11,644
+37% +$314K 0.91% 31
2015
Q2 		$854K Buy
31,093
+864
+3% +$24.8K 0.65% 32
2015
Q1 		$832K Buy
30,229
+7,620
+34% +$215K 0.63% 34
2014
Q4 		$629K Sell
22,609
-195,736
-90% -$5.05M 0.46% 35
2014
Q3 		$5.5M Buy
218,345
+2,955
+1% +$74.3K 4.15% 3
2014
Q2 		$5.35M Buy
215,390
+5,737
+3% +$137K 4.03% 5
2014
Q1 		$4.7M Buy
209,653
+40,486
+24% +$895K 3.64% 10
2013
Q4 		$3.79M Buy
+169,167
New +$3.74M 3.03% 18

Other funds holding CSCO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Keystone Financial Planning's CSCO Position: Q2 2026 in Review

Keystone Financial Planning sold out of Cisco (CSCO) in Q2 2026, closing a stake of 48,976 shares — an estimated $3.8M sold.

Keystone Financial Planning first reported a position in CSCO in Q4 2013 and held it in 50 quarters. The position peaked at $10.8M in Q4 2022. 750 funds tracked by Wall St. Rank hold CSCO as of Q2 2026.

  • Keystone Financial Planning reported no remaining Cisco position as of Q2 2026 after selling out during the quarter.
  • Keystone Financial Planning sold 48,976 Cisco shares in Q2 2026, an estimated $3.8M.
  • Keystone Financial Planning first reported a position in Cisco in Q4 2013 and held it in 50 quarters.
  • Keystone Financial Planning's Cisco position peaked at $10.8M in Q4 2022.
  • 750 funds tracked by Wall St. Rank held Cisco as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.