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McKinley Carter Wealth Services’s Cisco CSCO Stock Holding History

McKinley Carter Wealth Services’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 		$383K Sell
4,933
-2,799
-36% -$219K 0.02% 235
2025
Q4 		$596K Sell
7,732
-8
-0.1% -$594 0.03% 209
2025
Q3 		$530K Buy
7,740
+370
+5% +$25.2K 0.03% 219
2025
Q2 		$511K Buy
7,370
+54
+0.7% +$3.32K 0.03% 212
2025
Q1 		$451K Buy
7,316
+916
+14% +$56.4K 0.03% 216
2024
Q4 		$379K Buy
6,400
+58
+0.9% +$3.31K 0.02% 229
2024
Q3 		$338K Sell
6,342
-194
-3% -$9.44K 0.02% 249
2024
Q2 		$311K Sell
6,536
-1,592
-20% -$75.6K 0.02% 253
2024
Q1 		$406K Sell
8,128
-1,129
-12% -$56.3K 0.03% 225
2023
Q4 		$468K Sell
9,257
-7,151
-44% -$365K 0.03% 204
2023
Q3 		$882K Sell
16,408
-29,242
-64% -$1.58M 0.07% 152
2023
Q2 		$2.36M Buy
45,650
+1,251
+3% +$61.5K 0.18% 96
2023
Q1 		$2.32M Buy
44,399
+155
+0.4% +$7.57K 0.18% 96
2022
Q4 		$2.11M Buy
44,244
+5,692
+15% +$259K 0.18% 99
2022
Q3 		$1.54M Sell
38,552
-3,503
-8% -$155K 0.14% 104
2022
Q2 		$1.79M Buy
42,055
+1,544
+4% +$73.9K 0.16% 97
2022
Q1 		$2.26M Buy
40,511
+1,122
+3% +$63.5K 0.18% 93
2021
Q4 		$2.5M Sell
39,389
-782
-2% -$44.7K 0.19% 92
2021
Q3 		$2.19M Buy
40,171
+43
+0.1% +$2.41K 0.18% 96
2021
Q2 		$2.13M Buy
40,128
+779
+2% +$41K 0.18% 96
2021
Q1 		$2.04M Buy
39,349
+2,650
+7% +$124K 0.17% 107
2020
Q4 		$1.64M Buy
36,699
+1,078
+3% +$44.3K 0.22% 100
2020
Q3 		$1.4M Buy
35,621
+199
+0.6% +$8.67K 0.32% 65
2020
Q2 		$1.65M Buy
35,422
+4,675
+15% +$205K 0.4% 53
2020
Q1 		$1.21M Buy
30,747
+746
+2% +$32.7K 0.36% 57
2019
Q4 		$1.44M Buy
30,001
+3,837
+15% +$178K 0.34% 68
2019
Q3 		$1.29M Buy
26,164
+1,716
+7% +$89.2K 0.33% 69
2019
Q2 		$1.34M Buy
24,448
+855
+4% +$47.2K 0.36% 63
2019
Q1 		$1.27M Buy
23,593
+1,431
+6% +$69.5K 0.36% 63
2018
Q4 		$960K Buy
22,162
+1,380
+7% +$63.1K 0.32% 70
2018
Q3 		$1.01M Buy
20,782
+2,060
+11% +$92.7K 0.3% 67
2018
Q2 		$806K Buy
18,722
+1,466
+8% +$64.1K 0.26% 77
2018
Q1 		$740K Buy
17,256
+787
+5% +$33.4K 0.24% 81
2017
Q4 		$631K Buy
16,469
+2,842
+21% +$102K 0.22% 86
2017
Q3 		$458K Buy
13,627
+6,465
+90% +$206K 0.18% 91
2017
Q2 		$224K Buy
7,162
+714
+11% +$23.3K 0.1% 122
2017
Q1 		$218K Buy
+6,448
New +$209K 0.1% 117
2016
Q4 		– Sell
-6,448
Closed -$205K – 122
2016
Q3 		$205K Buy
+6,448
New +$198K 0.11% 118
2016
Q2 		– Sell
-7,501
Closed -$214K – 126
2016
Q1 		$214K Sell
7,501
-1,061
-12% -$27.3K 0.12% 121
2015
Q4 		$233K Hold
8,562
– – 0.13% 102
2015
Q3 		$225K Sell
8,562
-4,007
-32% -$108K 0.14% 101
2015
Q2 		$345K Buy
12,569
+4,236
+51% +$121K 0.19% 94
2015
Q1 		$229K Buy
+8,333
New +$235K 0.15% 102
2013
Q4 		– Sell
-9,728
Closed -$228K – 122
2013
Q3 		$228K Buy
+9,728
New +$242K 0.27% 77

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

McKinley Carter Wealth Services's CSCO Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Cisco (CSCO) stake by 36% in Q1 2026, selling an estimated $219K and leaving 4,933 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #235.

McKinley Carter Wealth Services first reported a position in CSCO in Q3 2013 and has held it in 44 quarters since. The position peaked at $2.5M in Q4 2021. 3,716 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • McKinley Carter Wealth Services held 4,933 shares of Cisco worth $383K as of Q1 2026.
  • McKinley Carter Wealth Services sold 2,799 Cisco shares in Q1 2026, an estimated $219K.
  • Cisco made up 0.02% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #235 holding.
  • McKinley Carter Wealth Services first reported a position in Cisco in Q3 2013 and has held it in 44 quarters since.
  • McKinley Carter Wealth Services's Cisco position peaked at $2.5M in Q4 2021.
  • 3,716 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.