CSCO
Cisco Systems Inc
9 super-investors hold CSCO worth a combined $508M. The largest position: AKO Capital at 4.6% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 38 — ranked #153 of 724 scored stocks.
Why super-investors own CSCO
CSCO draws only modest attention from this cohort, with 9 holders but a combined $508M skewed heavily toward AKO Capital, which carries the position at 4.6% of its portfolio — accounting for $236M of the total and representing the only owner with meaningful conviction. Richard Pzena adds another $102M at a much smaller portfolio weight of 0.3%, while the remaining holders — Robert Olstein, Tweedy Browne, Thomas Gayner, and Yacktman — each carry fractional allocations. Activity in 2026Q1 was entirely absent: no new positions, no additions, no trims, no exits. The cohort owner count reached just 1 as recently as two quarters ago before the current 9-holder figure, suggesting this is a relatively recent and still-thin area of interest rather than a deepening consensus.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (9) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | AKO Capital | 4.6% | 2q | $236M | 3,043,637 |
| 2 | Joel Greenblatt | 0.1% | 39q | $109M | 1,405,626 |
| 3 | Richard Pzena | 0.3% | 40q | $102M | 1,308,740 |
| 4 | Thomas Gayner | 0.2% | 40q | $28M | 355,500 |
| 5 | Yacktman Asset Management | 0.2% | 40q | $16M | 210,580 |
| 6 | Dodge & Cox Funds | <0.1% | 40q | $8M | 105,119 |
| 7 | Tweedy Browne | 0.3% | 40q | $4M | 55,199 |
| 8 | Robert Olstein | 0.8% | 40q | $4M | 46,000 |
| 9 | Mairs & Power Funds | <0.1% | 40q | $2M | 19,827 |
- 1AKO Capitalport4.6%val$236M3,043,637 sh·2q held
- 2Joel Greenblattport0.1%val$109M1,405,626 sh·39q held
- 3Richard Pzenaport0.3%val$102M1,308,740 sh·40q held
- 4Thomas Gaynerport0.2%val$28M355,500 sh·40q held
- 5Yacktman Asset Managementport0.2%val$16M210,580 sh·40q held
- 6Dodge & Cox Fundsport<0.1%val$8M105,119 sh·40q held
- 7Tweedy Browneport0.3%val$4M55,199 sh·40q held
- 8Robert Olsteinport0.8%val$4M46,000 sh·40q held
- 9Mairs & Power Fundsport<0.1%val$2M19,827 sh·40q held
Owners of CSCO also hold
Long US equity 13F-HR filings only. CUSIP 17275R102. Not investment advice.