Coho Partners as of March 31, 2025
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 | 312k | 278.09 | |
| UnitedHealth (UNH) | 5.0 | $83M | 158k | 523.75 | |
| SYSCO Corporation (SYY) | 4.1 | $68M | 903k | 75.04 | |
| Marsh & McLennan Companies (MMC) | 4.0 | $67M | 274k | 244.03 | |
| Ross Stores (ROST) | 4.0 | $67M | 521k | 127.79 | |
| Lowe's Companies (LOW) | 3.9 | $65M | 279k | 233.23 | |
| Thermo Fisher Scientific (TMO) | 3.8 | $63M | 126k | 497.60 | |
| Philip Morris International (PM) | 3.8 | $63M | 395k | 158.73 | |
| AutoZone (AZO) | 3.7 | $62M | 16k | 3812.67 | |
| Johnson & Johnson (JNJ) | 3.6 | $60M | 363k | 165.84 | |
| Mondelez Int (MDLZ) | 3.5 | $58M | 855k | 67.85 | |
| Walt Disney Company (DIS) | 3.5 | $58M | 587k | 98.70 | |
| iShares Trust RUS 1000 VAL ETF ETF-Equity (IWD) | 3.5 | $58M | 307k | 188.16 | |
| Keurig Dr Pepper (KDP) | 3.5 | $58M | 1.7M | 34.22 | |
| W.R. Berkley Corporation (WRB) | 3.5 | $58M | 808k | 71.16 | |
| Amgen (AMGN) | 3.4 | $57M | 183k | 311.55 | |
| Service Corporation International (SCI) | 3.4 | $56M | 697k | 80.20 | |
| Medtronic (MDT) | 3.3 | $55M | 613k | 89.86 | |
| Abbott Laboratories (ABT) | 3.2 | $53M | 400k | 132.65 | |
| U.S. Bancorp (USB) | 3.1 | $51M | 1.2M | 42.22 | |
| W.W. Grainger (GWW) | 2.9 | $49M | 49k | 987.83 | |
| Chevron Corporation (CVX) | 2.9 | $48M | 289k | 167.29 | |
| Microchip Technology (MCHP) | 2.6 | $42M | 875k | 48.41 | |
| Global Payments (GPN) | 2.5 | $41M | 423k | 97.92 | |
| Coca-Cola Company (KO) | 2.5 | $41M | 567k | 71.62 | |
| Air Products & Chemicals (APD) | 2.3 | $39M | 132k | 294.92 | |
| State Street Corporation (STT) | 2.2 | $36M | 404k | 89.53 | |
| United Parcel Service (UPS) | 2.1 | $35M | 317k | 109.99 | |
| Constellation Brands (STZ) | 1.9 | $32M | 174k | 183.52 | |
| Quest Diagnostics Incorporated (DGX) | 1.9 | $31M | 182k | 169.20 | |
| Colgate-Palmolive Company (CL) | 0.3 | $5.1M | 55k | 93.70 | |
| Kenvue (KVUE) | 0.3 | $5.0M | 207k | 23.98 | |
| Bristol Myers Squibb (BMY) | 0.3 | $4.3M | 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 |
