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

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

SEC 13F filings are viewable for Coho Partners going back to 2011

View all past filings