S&CO INC CSCO — D CISCO SYS INC COM

Ownership history in S&CO INC  ·  103 quarters on record

AI Ownership Summary

S&CO INC reported D CISCO SYS INC COM (CSCO) in 103 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.73% in 2025 Q2. The latest visible filing shows CSCO at 0.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was S&CO INC's position in D CISCO SYS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CSCO was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CSCO stock page S&CO INC fund profile S&CO INC full holdings
How S&CO INC held CSCO — position size vs. price
% of Fund (quarterly)    CSCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 108,538 -608 -0.6% 0.52% $8.4M 2026-02-14 (Est.) $76.44
2025 Q3 REDUCED 33.7% +14.4% ❌ 109,146 -55,462 -33.7% 0.46% $7.5M 2025-11-06 $70.28
2025 Q2 REDUCED 6.0% -1.8% ✅ 164,608 -10,495 -6.0% 0.73% $11.4M 2025-08-07 $68.74
2025 Q1 UNCHANGED — — — 175,103 — 0% 0.73% $10.8M 2025-05-08 $58.37
2024 Q4 UNCHANGED — — — 175,103 — 0% 0.70% $10.4M 2025-02-07 $60.47
2024 Q3 UNCHANGED — — — 175,103 — 0% 0.61% $9.3M 2024-11-07 $56.01
2024 Q2 UNCHANGED — — — 175,103 — 0% 0.58% $8.3M 2024-08-08 $43.87
2024 Q1 UNCHANGED — — — 175,103 — 0% 0.62% $8.7M 2024-05-09 $45.35
2023 Q4 REDUCED — — — 175,103 -4,320 -2.4% 0.68% $8.8M 2024-02-12 $47.06
94 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CSCO

As of 2026 Q1 — sorted by position size

Harold Davidson & Associates Inc. 10.56% Nexus Investment Management ULC 3Y 7Y 6.83% CFC Planning Co LLC 6.1% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 5.75% Two Point Capital Management, Inc. 3Y 4.66% Sara-Bay Financial 3Y 4.51% Orca Wealth Management, LLC 4.4% Rayburn West Financial Services LLC 4.38% Axecap Investments, LLC 4.34% Silver Lake Advisory, LLC 3Y 7Y 3.94%

FAQ About S&CO INC and CSCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has S&CO INC reported owning CSCO?

S&CO INC reported CSCO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CSCO position in S&CO INC's portfolio?

The largest reported portfolio weight for CSCO was 0.73% in 2025 Q2.

What is the latest reported CSCO position on this page?

The most recent filing on this page is 2025 Q4, when S&CO INC reported 108,538 shares, equal to 0.52% of portfolio, with an estimated market value of $8.4M.

What does the chart on this CSCO ownership page compare?

The chart compares S&CO INC's quarterly CSCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did S&CO INC time their CSCO position?

Based on 13F filing dates vs. subsequent CSCO price moves, S&CO INC correctly timed 28 out of 57 reported position changes (49%). The annualised alpha on CSCO relative to SPY over the holding period was -4.7%.

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