Coho Partners
Latest statistics and disclosures from Coho Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are COR, UNH, SYY, MMC, ROST, and represent 22.38% of Coho Partners's stock portfolio.
- Added to shares of these 3 stocks: DGX (+$31M), IWD (+$18M), BMY.
- Started 2 new stock positions in BMY, DGX.
- Reduced shares in these 10 stocks: UNH (-$35M), COR (-$34M), BAX (-$34M), ROST (-$27M), MMC (-$27M), AZO (-$27M), LOW (-$26M), SYY (-$26M), SCI (-$24M), AMGN (-$24M).
- Sold out of its positions in BAX, IVE, SPY, VIG, VONV.
- Coho Partners was a net seller of stock by $-593M.
- Coho Partners has $1.7B in assets under management (AUM), dropping by -23.84%.
- Central Index Key (CIK): 0001350585
Tip: Access up to 7 years of quarterly data
Positions held by Coho Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for Coho Partners
Coho Partners holds 36 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
AmerisourceBergen (COR) | 5.2 | $87M | -28% | 312k | 278.09 |
|
UnitedHealth (UNH) | 5.0 | $83M | -29% | 158k | 523.75 |
|
SYSCO Corporation (SYY) | 4.1 | $68M | -27% | 903k | 75.04 |
|
Marsh & McLennan Companies (MMC) | 4.0 | $67M | -28% | 274k | 244.03 |
|
Ross Stores (ROST) | 4.0 | $67M | -29% | 521k | 127.79 |
|
Lowe's Companies (LOW) | 3.9 | $65M | -28% | 279k | 233.23 |
|
Thermo Fisher Scientific (TMO) | 3.8 | $63M | -27% | 126k | 497.60 |
|
Philip Morris International (PM) | 3.8 | $63M | -27% | 395k | 158.73 |
|
AutoZone (AZO) | 3.7 | $62M | -30% | 16k | 3812.67 |
|
Johnson & Johnson (JNJ) | 3.6 | $60M | -26% | 363k | 165.84 |
|
Mondelez Int (MDLZ) | 3.5 | $58M | -27% | 855k | 67.85 |
|
Walt Disney Company (DIS) | 3.5 | $58M | -27% | 587k | 98.70 |
|
iShares Trust RUS 1000 VAL ETF ETF-Equity (IWD) | 3.5 | $58M | +44% | 307k | 188.16 |
|
Keurig Dr Pepper (KDP) | 3.5 | $58M | -21% | 1.7M | 34.22 |
|
W.R. Berkley Corporation (WRB) | 3.5 | $58M | -28% | 808k | 71.16 |
|
Amgen (AMGN) | 3.4 | $57M | -29% | 183k | 311.55 |
|
Service Corporation International (SCI) | 3.4 | $56M | -30% | 697k | 80.20 |
|
Medtronic (MDT) | 3.3 | $55M | -27% | 613k | 89.86 |
|
Abbott Laboratories (ABT) | 3.2 | $53M | -28% | 400k | 132.65 |
|
U.S. Bancorp (USB) | 3.1 | $51M | -28% | 1.2M | 42.22 |
|
W.W. Grainger (GWW) | 2.9 | $49M | -29% | 49k | 987.83 |
|
Chevron Corporation (CVX) | 2.9 | $48M | -25% | 289k | 167.29 |
|
Microchip Technology (MCHP) | 2.6 | $42M | -27% | 875k | 48.41 |
|
Global Payments (GPN) | 2.5 | $41M | -25% | 423k | 97.92 |
|
Coca-Cola Company (KO) | 2.5 | $41M | -28% | 567k | 71.62 |
|
Air Products & Chemicals (APD) | 2.3 | $39M | -30% | 132k | 294.92 |
|
State Street Corporation (STT) | 2.2 | $36M | -31% | 404k | 89.53 |
|
United Parcel Service (UPS) | 2.1 | $35M | -15% | 317k | 109.99 |
|
Constellation Brands (STZ) | 1.9 | $32M | -20% | 174k | 183.52 |
|
Quest Diagnostics Incorporated (DGX) | 1.9 | $31M | NEW | 182k | 169.20 |
|
Colgate-Palmolive Company (CL) | 0.3 | $5.1M | -38% | 55k | 93.70 |
|
Kenvue (KVUE) | 0.3 | $5.0M | -38% | 207k | 23.98 |
|
Bristol Myers Squibb (BMY) | 0.3 | $4.3M | NEW | 71k | 60.99 |
|
CVS Caremark Corporation (CVS) | 0.1 | $2.4M | 35k | 67.75 |
|
|
Nike (NKE) | 0.1 | $1.7M | 27k | 63.48 |
|
|
J.M. Smucker Company (SJM) | 0.0 | $321k | 2.7k | 118.41 |
|
Past Filings by Coho Partners
SEC 13F filings are viewable for Coho Partners going back to 2011
- Coho Partners 2025 Q1 filed April 22, 2025
- Coho Partners 2024 Q4 filed Jan. 30, 2025
- Coho Partners 2024 Q3 filed Oct. 22, 2024
- Coho Partners 2024 Q2 filed July 31, 2024
- Coho Partners 2024 Q1 filed May 9, 2024
- Coho Partners 2023 Q4 filed Jan. 9, 2024
- Coho Partners 2023 Q3 filed Oct. 24, 2023
- Coho Partners 2023 Q2 filed July 24, 2023
- Coho Partners 2023 Q1 filed April 25, 2023
- Coho Partners 2022 Q4 filed Jan. 11, 2023
- Coho Partners 2022 Q3 filed Oct. 7, 2022
- Coho Partners 2022 Q2 filed July 21, 2022
- Coho Partners 2022 Q1 filed April 27, 2022
- Coho Partners 2021 Q4 filed Jan. 14, 2022
- Coho Partners 2021 Q3 filed Oct. 20, 2021
- Coho Partners 2021 Q2 filed July 20, 2021