Coho Partners as of Sept. 30, 2025
Portfolio Holdings for Coho Partners
Coho Partners holds 32 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ross Stores (ROST) | 5.6 | $44M | 288k | 152.39 | |
| AmerisourceBergen (COR) | 4.9 | $38M | 121k | 312.53 | |
| U.S. Bancorp (USB) | 4.6 | $36M | 742k | 48.33 | |
| SYSCO Corporation (SYY) | 4.6 | $36M | 434k | 82.34 | |
| Lowe's Companies (LOW) | 4.4 | $34M | 136k | 251.31 | |
| Thermo Fisher Scientific (TMO) | 4.3 | $34M | 70k | 485.02 | |
| AutoZone (AZO) | 4.3 | $33M | 7.8k | 4290.29 | |
| Walt Disney Company (DIS) | 4.2 | $33M | 284k | 114.50 | |
| Johnson & Johnson (JNJ) | 4.2 | $32M | 175k | 185.42 | |
| UnitedHealth (UNH) | 3.9 | $30M | 87k | 345.30 | |
| W.R. Berkley Corporation (WRB) | 3.8 | $30M | 388k | 76.62 | |
| Medtronic (MDT) | 3.6 | $28M | 296k | 95.24 | |
| Service Corporation International (SCI) | 3.6 | $28M | 338k | 83.22 | |
| Microchip Technology (MCHP) | 3.5 | $27M | 425k | 64.22 | |
| Icon (ICLR) | 3.4 | $27M | 153k | 175.00 | |
| Steris Plc Ord equities (STE) | 3.4 | $26M | 107k | 247.44 | |
| Keurig Dr Pepper (KDP) | 3.3 | $26M | 1.0M | 25.51 | |
| Mondelez Int (MDLZ) | 3.3 | $26M | 412k | 62.47 | |
| Philip Morris International (PM) | 3.1 | $24M | 147k | 162.20 | |
| Marsh & McLennan Companies (MMC) | 3.0 | $23M | 115k | 201.53 | |
| W.W. Grainger (GWW) | 2.9 | $23M | 24k | 952.95 | |
| State Street Corporation (STT) | 2.9 | $23M | 197k | 116.01 | |
| Chevron Corporation (CVX) | 2.7 | $21M | 138k | 155.29 | |
| Coca-Cola Company (KO) | 2.3 | $18M | 274k | 66.32 | |
| Air Products & Chemicals (APD) | 2.2 | $17M | 63k | 272.72 | |
| Quest Diagnostics Incorporated (DGX) | 2.2 | $17M | 89k | 190.58 | |
| Global Payments (GPN) | 2.0 | $16M | 191k | 83.08 | |
| United Parcel Service (UPS) | 1.5 | $12M | 140k | 83.53 | |
| Constellation Brands (STZ) | 1.4 | $11M | 81k | 134.67 | |
| Colgate-Palmolive Company (CL) | 0.3 | $2.5M | 32k | 79.94 | |
| Bristol Myers Squibb (BMY) | 0.3 | $2.2M | 48k | 45.10 | |
| Kenvue (KVUE) | 0.2 | $1.9M | 117k | 16.23 |
