StockDriftsStockDriftsTop 32 Coho Partners, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ROST | Ross Stores Inc | 5.63% | 287.9K | $43.9M | -43.24%(-219.34K) | $78.40(+132.87%) | 2025-09-30 | |
| COR | Cencora Inc | 4.87% | 121.4K | $37.9M | -43.16%(-92.18K) | $95.89(+254.43%) | 2025-09-30 | |
| USB | U.S. Bancorp. | 4.6% | 742.2K | $35.9M | -27.00%(-274.52K) | $38.92(+38.09%) | 2025-09-30 | |
| SYY | Sysco Corporation | 4.58% | 433.8K | $35.7M | -43.21%(-330.07K) | $66.60(+13.20%) | 2025-09-30 | |
| LOW | Lowes Companies, Inc. | 4.39% | 136.0K | $34.2M | -42.63%(-101.05K) | $88.21(+182.32%) | 2025-09-30 | |
| TMO | Thermo Fisher Scientific Inc | 4.33% | 69.6K | $33.7M | -43.28%(-53.07K) | $494.80(+13.13%) | 2025-09-30 | |
| AZO | Autozone, Inc. | 4.27% | 7.8K | $33.3M | -43.30%(-5.93K) | $3173.09(+7.18%) | 2025-09-30 | |
| DIS | Walt Disney Company | 4.17% | 283.5K | $32.5M | -42.93%(-213.24K) | $107.54(+4.06%) | 2025-09-30 | |
| JNJ | Johnson & Johnson | 4.15% | 174.5K | $32.3M | -43.35%(-133.50K) | $122.68(+69.89%) | 2025-09-30 | |
| UNH | UnitedHealth Group Inc. | 3.87% | 87.3K | $30.1M | -42.94%(-65.68K) | $190.29(+71.88%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +5.98% | +19.03% | — | — | +19.03% |
| Top 20 Holdings Unweighted | +6.79% | +21.79% | — | — | +21.79% |
Coho Partners, Ltd. reports $779.14M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are ROST (5.6%), COR (4.9%) and USB (4.6%). The top 20 holdings account for 78.86% of reported assets. Its disclosed equity book has returned +19.03% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Coho Partners, Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1350585). View Coho Partners, Ltd.’s 13F filings on SEC