Coho Partners, Ltd. Top Holdings and 13F Report (2025) About Coho Partners, Ltd.Investment ActivityCoho Partners, Ltd. has $779.14 million in total holdings as of September 30, 2025.Coho Partners, Ltd. owns shares of 32 different stocks, but just 21 companies or ETFs make up 80% of its holdings.About 76.93% of the portfolio was sold this quarter.This quarter, Coho Partners, Ltd. has purchased 34 new stocks and bought additional shares in 0 stocks.Coho Partners, Ltd. sold shares of 32 stocks and completely divested from 2 stocks this quarter.Largest Holdings Ross Stores $43,880,082Cencora $37,943,589U.S. Bancorp $35,869,244Sysco $35,719,845Lowe's Companies $34,178,744 Largest Sales this Quarter Ross Stores 219,336 shares (about $33.42M)Cencora 92,180 shares (about $28.81M)Sysco 330,067 shares (about $27.18M)Thermo Fisher Scientific 53,070 shares (about $25.74M)AutoZone 5,926 shares (about $25.42M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCoho Partners, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorROSTRoss Stores$43,880,082$33,424,606 ▼-43.2%287,9465.6%Retail/WholesaleCORCencora$37,943,589$28,808,975 ▼-43.2%121,4084.9%MedicalUSBU.S. Bancorp$35,869,244$13,267,367 ▼-27.0%742,1734.6%FinanceSYYSysco$35,719,845$27,177,726 ▼-43.2%433,8094.6%Consumer StaplesLOWLowe's Companies$34,178,744$25,393,679 ▼-42.6%136,0024.4%Retail/WholesaleTMOThermo Fisher Scientific$33,733,415$25,739,850 ▼-43.3%69,5514.3%MedicalAZOAutoZone$33,292,636$25,424,248 ▼-43.3%7,7604.3%Retail/WholesaleDISWalt Disney$32,463,114$24,415,835 ▼-42.9%283,5214.2%Consumer DiscretionaryJNJJohnson & Johnson$32,349,981$24,754,450 ▼-43.3%174,4694.2%MedicalUNHUnitedHealth Group$30,139,644$22,678,369 ▼-42.9%87,2853.9%MedicalWRBW.R. Berkley$29,717,175$22,472,746 ▼-43.1%387,8513.8%FinanceMDTMedtronic$28,221,464$21,197,027 ▼-42.9%296,3193.6%MedicalSCIService Corporation International$28,161,844$21,046,859 ▼-42.8%338,4023.6%Consumer StaplesMCHPMicrochip Technology$27,301,559$20,351,213 ▼-42.7%425,1253.5%Computer and TechnologyICLRIcon$26,688,086$13,797,032 ▼-34.1%152,5033.4%MedicalSTESTERIS$26,442,589$3,988,720 ▼-13.1%106,8653.4%MedicalKDPKeurig Dr Pepper$25,763,280$20,347,560 ▼-44.1%1,009,9293.3%Consumer StaplesMDLZMondelez International$25,750,603$19,492,116 ▼-43.1%412,2083.3%Consumer StaplesPMPhilip Morris International$23,768,822$18,661,299 ▼-44.0%146,5403.1%Consumer StaplesMMCMarsh & McLennan Companies$23,161,538$17,105,939 ▼-42.5%114,9283.0%FinanceGWWW.W. Grainger$22,895,642$17,075,960 ▼-42.7%24,0262.9%IndustrialsSTTState Street$22,848,406$16,998,601 ▼-42.7%196,9522.9%FinanceCVXChevron$21,386,236$16,386,362 ▼-43.4%137,7182.7%EnergyKOCocaCola$18,200,821$13,674,275 ▼-42.9%274,4392.3%Consumer StaplesAPDAir Products and Chemicals$17,119,907$13,140,943 ▼-43.4%62,7752.2%Basic MaterialsDGXQuest Diagnostics$16,981,317$12,460,170 ▼-42.3%89,1032.2%MedicalGPNGlobal Payments$15,894,117$12,043,110 ▼-43.1%191,3112.0%Business ServicesUPSUnited Parcel Service$11,726,201$8,736,409 ▼-42.7%140,3831.5%TransportationSTZConstellation Brands$10,930,920$8,706,840 ▼-44.3%81,1681.4%Consumer StaplesCLColgate-Palmolive$2,529,382$1,377,047 ▼-35.3%31,6410.3%Consumer StaplesBMYBristol Myers Squibb$2,175,038$1,730,081 ▼-44.3%48,2270.3%MedicalKVUEKenvue$1,901,069$1,101,611 ▼-36.7%117,1330.2%Consumer StaplesABTAbbott Laboratories$0$46,148,398 ▼-100.0%00.0%MedicalSJMJ. M. Smucker$0$266,515 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
