Coho Partners, Ltd.
Last filed Oct 14, 2025
Inactive · not filing 13F
$779M
32
-$599M
44.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q3 2025 | |||||
 ROST | $43.9M | 5.63% | 0.09% | -43.2% | Q3 2017 |
 COR | $37.9M | 4.87% | 0.06% | -43.2% | Q3 2015 |
 USB | $35.9M | 4.60% | 0.05% | -27.0% | Q3 2015 |
 SYY | $35.7M | 4.58% | 0.09% | -43.2% | Q2 2013 |
 LOW | $34.2M | 4.39% | 0.02% | -42.6% | Q2 2013 |
 TMO | $33.7M | 4.33% | 0.02% | -43.3% | Q1 2021 |
 AZO | $33.3M | 4.27% | 0.05% | -43.3% | Q4 2024 |
 DIS | $32.5M | 4.17% | 0.01% | -42.9% | Q2 2013 |
 JNJ | $32.3M | 4.15% | 0.01% | -43.4% | Q2 2013 |
 UNH | $30.1M | 3.87% | 0.01% | -42.9% | Q2 2013 |
 WRB | $29.7M | 3.81% | 0.10% | -43.1% | Q4 2024 |
 MDT | $28.2M | 3.62% | 0.02% | -42.9% | Q3 2020 |
 SCI | $28.2M | 3.61% | 0.24% | -42.8% | Q1 2023 |
 MCHP | $27.3M | 3.50% | 0.08% | -42.7% | Q2 2013 |
 ICLR | $26.7M | 3.43% | 0.20% | -34.1% | Q2 2025 |
 STE | $26.4M | 3.39% | 0.11% | -13.1% | Q2 2025 |
 KDP | $25.8M | 3.31% | 0.07% | -44.1% | Q2 2024 |
 MDLZ | $25.8M | 3.31% | 0.03% | -43.1% | Q4 2021 |
 PM | $23.8M | 3.05% | 0.01% | -44.0% | Q2 2013 |
 MRSH | $23.2M | 2.97% | 0.02% | -42.5% | Q2 2013 |
 GWW | $22.9M | 2.94% | 0.05% | -42.7% | Q2 2013 |
 STT | $22.8M | 2.93% | 0.07% | -42.7% | Q2 2013 |
 CVX | $21.4M | 2.74% | 0.01% | -43.4% | Q2 2013 |
 KO | $18.2M | 2.34% | 0.01% | -42.9% | Q2 2013 |
 APD | $17.1M | 2.20% | 0.03% | -43.4% | Q2 2013 |
 DGX | $17M | 2.18% | 0.08% | -42.3% | Q1 2018 |
 GPN | $15.9M | 2.04% | 0.08% | -43.1% | Q1 2019 |
 UPS | $11.7M | 1.51% | 0.02% | -42.7% | Q3 2021 |
 STZ | $10.9M | 1.40% | Not reported | -44.3% | Q2 2024 |
 CL | $2.53M | 0.32% | 0.00% | -35.3% | Q2 2013 |
 BMY | $2.18M | 0.28% | 0.00% | -44.3% | Q2 2013 |
 KVUE | $1.9M | 0.24% | 0.01% | -36.7% | Q3 2024 |
| Q2 2025 | |||||
| ROST | $64.7M | 4.82% | 0.16% | -2.5% | Q3 2017 |
| COR | $64M | 4.77% | 0.11% | -31.6% | Q3 2015 |
| DIS | $61.6M | 4.59% | 0.03% | -15.4% | Q2 2013 |
| KDP | $59.8M | 4.45% | 0.13% | +7.2% | Q2 2024 |
| SYY | $57.9M | 4.31% | 0.16% | -15.4% | Q2 2013 |
| LOW | $52.6M | 3.92% | 0.04% | -15.1% | Q2 2013 |
| MCHP | $52.2M | 3.89% | 0.14% | -15.2% | Q2 2013 |
| AZO | $50.8M | 3.78% | 0.08% | -15.1% | Q4 2024 |
| WRB | $50M | 3.73% | 0.18% | -15.7% | Q4 2024 |
| TMO | $49.7M | 3.70% | 0.03% | -3.0% | Q1 2021 |
| MDLZ | $48.8M | 3.64% | 0.06% | -15.3% | Q4 2021 |
| SCI | $48.1M | 3.58% | 0.42% | -15.2% | Q1 2023 |
| UNH | $47.7M | 3.55% | 0.02% | -3.2% | Q2 2013 |
| PM | $47.6M | 3.55% | 0.02% | -33.7% | Q2 2013 |
| JNJ | $47M | 3.50% | 0.01% | -15.1% | Q2 2013 |
 ABT | $46.1M | 3.44% | 0.02% | -15.2% | Q2 2013 |
| USB | $46M | 3.43% | 0.07% | -15.2% | Q3 2015 |
| MDT | $45.2M | 3.37% | 0.04% | -15.3% | Q3 2020 |
| MRSH | $43.7M | 3.25% | 0.04% | -27.0% | Q2 2013 |
| GWW | $43.6M | 3.25% | 0.09% | -15.2% | Q2 2013 |
| STT | $36.5M | 2.72% | 0.12% | -14.9% | Q2 2013 |
| CVX | $34.8M | 2.59% | 0.01% | -15.8% | Q2 2013 |
| KO | $34M | 2.53% | 0.01% | -15.2% | Q2 2013 |
| ICLR | $33.6M | 2.51% | 0.30% | New | Q2 2025 |
| APD | $31.3M | 2.33% | 0.05% | -15.6% | Q2 2013 |
| STE | $29.5M | 2.20% | 0.12% | New | Q2 2025 |
| DGX | $27.7M | 2.07% | 0.14% | -15.2% | Q1 2018 |
| GPN | $26.9M | 2.00% | 0.14% | -20.6% | Q1 2019 |
| UPS | $24.7M | 1.84% | 0.03% | -22.6% | Q3 2021 |
| STZ | $23.7M | 1.77% | Not reported | -16.0% | Q2 2024 |
| CL | $4.44M | 0.33% | 0.01% | -10.4% | Q2 2013 |
| BMY | $4.01M | 0.30% | 0.00% | +22.3% | Q2 2013 |
| KVUE | $3.87M | 0.29% | 0.01% | -10.6% | Q3 2024 |
 SJM | $267K | 0.02% | 0.00% | Not reported | Q2 2013 |
| Q1 2025 | |||||
| COR | $86.8M | 5.24% | 0.16% | -28.2% | Q3 2015 |
| UNH | $82.8M | 5.00% | 0.02% | -29.6% | Q2 2013 |
| SYY | $67.7M | 4.09% | 0.18% | -27.8% | Q2 2013 |
| MRSH | $66.8M | 4.03% | 0.06% | -29.0% | Q2 2013 |
| ROST | $66.5M | 4.02% | 0.16% | -29.1% | Q3 2017 |
| LOW | $65.1M | 3.93% | 0.05% | -28.7% | Q2 2013 |
| TMO | $62.9M | 3.80% | 0.03% | -27.4% | Q1 2021 |
| PM | $62.6M | 3.78% | 0.03% | -27.3% | Q2 2013 |
| AZO | $61.5M | 3.71% | 0.10% | -30.1% | Q4 2024 |
| JNJ | $60.1M | 3.63% | 0.02% | -26.2% | Q2 2013 |
| MDLZ | $58M | 3.50% | 0.07% | -27.8% | Q4 2021 |
| DIS | $58M | 3.50% | 0.03% | -27.6% | Q2 2013 |
| KDP | $57.7M | 3.48% | 0.12% | -21.1% | Q2 2024 |
| WRB | $57.5M | 3.47% | 0.21% | -28.4% | Q4 2024 |
 AMGN | $57.1M | 3.44% | 0.03% | -29.4% | Q2 2013 |
| SCI | $55.9M | 3.38% | 0.49% | -30.1% | Q1 2023 |
| MDT | $55M | 3.32% | 0.05% | -27.9% | Q3 2020 |
| ABT | $53M | 3.20% | 0.02% | -28.4% | Q2 2013 |
| USB | $50.6M | 3.05% | 0.08% | -28.8% | Q3 2015 |
| GWW | $48.8M | 2.95% | 0.10% | -29.0% | Q2 2013 |
| CVX | $48.4M | 2.92% | 0.02% | -25.8% | Q2 2013 |
| MCHP | $42.4M | 2.56% | 0.16% | -27.5% | Q2 2013 |
| GPN | $41.4M | 2.50% | 0.17% | -25.2% | Q1 2019 |
| KO | $40.6M | 2.45% | 0.01% | -28.2% | Q2 2013 |
| APD | $38.8M | 2.34% | 0.06% | -30.6% | Q2 2013 |
| STT | $36.1M | 2.18% | 0.14% | -31.4% | Q2 2013 |
| UPS | $34.8M | 2.10% | 0.04% | -15.2% | Q3 2021 |
| STZ | $31.9M | 1.92% | Not reported | -20.1% | Q2 2024 |
| DGX | $30.8M | 1.86% | 0.16% | Not reported | Q1 2018 |
| CL | $5.11M | 0.31% | 0.01% | -38.8% | Q2 2013 |
| KVUE | $4.96M | 0.30% | 0.01% | -38.2% | Q3 2024 |
| BMY | $4.32M | 0.26% | 0.00% | Not reported | Q2 2013 |
 CVS | $2.35M | 0.14% | 0.00% | Not reported | Q2 2013 |
 NKE | $1.74M | 0.10% | 0.00% | Not reported | Q2 2013 |
| SJM | $321K | 0.02% | 0.00% | Not reported | Q2 2013 |
| Q4 2024 | |||||
| UNH | $114M | 5.22% | 0.02% | -5.8% | Q2 2013 |
| ROST | $111M | 5.11% | 0.22% | -16.6% | Q3 2017 |
| COR | $97.6M | 4.49% | 0.22% | -24.1% | Q3 2015 |
| LOW | $96.7M | 4.45% | 0.07% | -30.9% | Q2 2013 |
| SYY | $95.6M | 4.40% | 0.25% | -18.2% | Q2 2013 |
| TMO | $90.5M | 4.16% | 0.05% | -8.5% | Q1 2021 |
| DIS | $90.3M | 4.15% | 0.04% | -18.2% | Q2 2013 |
| MRSH | $81.9M | 3.77% | 0.08% | -15.6% | Q2 2013 |
| USB | $80.5M | 3.70% | 0.11% | -15.8% | Q3 2015 |
| SCI | $79.6M | 3.66% | 0.69% | -15.5% | Q1 2023 |
| AZO | $73.9M | 3.40% | 0.14% | New | Q4 2024 |
| GWW | $73.5M | 3.38% | 0.14% | -35.8% | Q2 2013 |
| JNJ | $71M | 3.27% | 0.02% | -20.1% | Q2 2013 |
| MDLZ | $70.8M | 3.25% | 0.09% | -15.8% | Q4 2021 |
| MCHP | $69.2M | 3.18% | 0.22% | -16.4% | Q2 2013 |
| KDP | $68.7M | 3.16% | 0.16% | -12.7% | Q2 2024 |
| MDT | $67.9M | 3.12% | 0.07% | -17.9% | Q3 2020 |
| AMGN | $67.6M | 3.11% | 0.05% | -26.1% | Q2 2013 |
| WRB | $66M | 3.04% | 0.30% | New | Q4 2024 |
| PM | $65.3M | 3.00% | 0.03% | -13.5% | Q2 2013 |
| GPN | $63.4M | 2.92% | 0.23% | -17.0% | Q1 2019 |
| ABT | $63.2M | 2.90% | 0.03% | -18.3% | Q2 2013 |
| STT | $57.8M | 2.66% | 0.20% | -47.1% | Q2 2013 |
| CVX | $56.4M | 2.59% | 0.02% | -18.2% | Q2 2013 |
| APD | $54.9M | 2.53% | 0.09% | -13.7% | Q2 2013 |
| KO | $49.2M | 2.26% | 0.02% | -30.0% | Q2 2013 |
| STZ | $48M | 2.21% | Not reported | -23.2% | Q2 2024 |
| UPS | $47M | 2.16% | 0.05% | -22.8% | Q3 2021 |
 BAX | $33.5M | 1.54% | 0.22% | -23.8% | Q4 2014 |
 SPY | $9.45M | 0.43% | Not reported | +2246.6% | Q3 2017 |
| CL | $8.1M | 0.37% | 0.01% | -35.6% | Q2 2013 |
| KVUE | $7.15M | 0.33% | 0.02% | -6.6% | Q3 2024 |
| NKE | $2.07M | 0.10% | 0.00% | -96.8% | Q2 2013 |
| CVS | $1.56M | 0.07% | 0.00% | Not reported | Q2 2013 |
| SJM | $299K | 0.01% | 0.00% | Not reported | Q2 2013 |