Donald Yacktman's Yacktman Asset Management exited Cisco Systems Inc (CSCO) during 2026 Q2, according to the 13F-HR filed with the SEC on August 11, 2026, selling all 211K shares. The position had been worth about $16.3M at the prior quarter-end and carried 0.22% of the book. CSCO had been in the portfolio for 13 years, since at least the quarter ended June 30, 2013.
What did the 2026 Q2 filing report for CSCO?
As of June 30, 2026, from the 13F-HR filed August 11, 2026.
| Before | After | |
|---|---|---|
| Shares | 211K | 0 |
| Reported value | $16.3M | $0 |
| Portfolio weight | 0.22% | 0% |
| Held since | at least 2013 Q2 | sold out in 2026 Q2 |
| Quarters held | 52 |
What did Donald Yacktman sell?
Donald Yacktman sold 211K shares of CSCO between the quarter ended March 31, 2026 and June 30, 2026. The CSCO exit was the 9th largest of the quarter's 64 position changes by percent change to portfolio.
Where does CSCO sit in the Donald Yacktman portfolio?
Before the sale, CSCO carried 0.22% of the Donald Yacktman portfolio, below the fund's average stock position of 1%. The largest stock position is CNQ at 8.04%. Next come BRK-B at 7.19% and GOOG at 4.93%. The three largest stocks together are 20.16% of the book. Across the 2026 Q2 portfolio, Donald Yacktman reported 74 stock positions, with 1 opened and 3 closed. The total portfolio value is about $8.1B, up 8% from the prior quarter.
How long has Donald Yacktman held CSCO?
Donald Yacktman held CSCO for 13 years, since at least the quarter ended June 30, 2013 to March 31, 2026. The weight peaked at 7.32% in 2017 Q3. Last quarter the fund had already cut the position by 38%, so the exit finishes a two-quarter unwind. Every reported trade is on the Donald Yacktman CSCO trade history page.
Did other funds buy or sell CSCO in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 11, 2026, 4 still hold CSCO. One other tracked fund sold out of it this quarter as well. The largest sellers were Nicolai Tangen, Richard Pzena, Tweedy and Browne Co All Funds (US). Every tracked holder of CSCO is on the CSCO ownership page.
FAQ
How many CSCO shares did Donald Yacktman sell?
Donald Yacktman sold all 211K shares of CSCO it reported a quarter earlier, worth about $16.3M.
When did Donald Yacktman first buy CSCO?
Donald Yacktman has held CSCO since at least the quarter ended June 30, 2013, the start of the filings we track.
How much of the Donald Yacktman portfolio was CSCO?
CSCO was 0.22% of the Donald Yacktman portfolio at the prior quarter-end, and 0% after the sale.
Did other funds sell CSCO in 2026 Q2?
One other tracked fund sold out of CSCO in 2026 Q2 and 3 trimmed it; 4 still hold it.