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Coho Partners, Ltd.

Portfolio Manager
Coho Partners, Ltd.
Performance
+3.27% (2025 Q3)
AUM (13F)
$779.14M
# of Holdings
32
Performance Rank
Allocation (Top 20)
78.86%

Coho Partners, Ltd. Holdings Map

Top 32 Coho Partners, Ltd. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ROST
Ross Stores Inc
5.63%287.9K$43.9M
-43.24%(-219.34K)
2024-Q3: 880.8K shares2024-Q4: 734.4K shares2025-Q1: 520.5K shares2025-Q2: 507.3K shares2025-Q3: 287.9K shares
$78.40(+132.87%)
2025-09-30
COR
Cencora Inc
4.87%121.4K$37.9M
-43.16%(-92.18K)
2024-Q3: 572.7K shares2024-Q4: 434.5K shares2025-Q1: 312.2K shares2025-Q2: 213.6K shares2025-Q3: 121.4K shares
$95.89(+254.43%)
2025-09-30
USB
U.S. Bancorp.
4.6%742.2K$35.9M
-27.00%(-274.52K)
2024-Q3: 2.00M shares2024-Q4: 1.68M shares2025-Q1: 1.20M shares2025-Q2: 1.02M shares2025-Q3: 742.2K shares
$38.92(+38.09%)
2025-09-30
SYY
Sysco Corporation
4.58%433.8K$35.7M
-43.21%(-330.07K)
2024-Q3: 1.53M shares2024-Q4: 1.25M shares2025-Q1: 902.8K shares2025-Q2: 763.9K shares2025-Q3: 433.8K shares
$66.60(+13.20%)
2025-09-30
LOW
Lowes Companies, Inc.
4.39%136.0K$34.2M
-42.63%(-101.05K)
2024-Q3: 567.3K shares2024-Q4: 392.0K shares2025-Q1: 279.3K shares2025-Q2: 237.0K shares2025-Q3: 136.0K shares
$88.21(+182.32%)
2025-09-30
TMO
Thermo Fisher Scientific Inc
4.33%69.6K$33.7M
-43.28%(-53.07K)
2024-Q3: 190.1K shares2024-Q4: 174.0K shares2025-Q1: 126.4K shares2025-Q2: 122.6K shares2025-Q3: 69.6K shares
$494.80(+13.13%)
2025-09-30
AZO
Autozone, Inc.
4.27%7.8K$33.3M
-43.30%(-5.93K)
2024-Q4: 23.1K shares2025-Q1: 16.1K shares2025-Q2: 13.7K shares2025-Q3: 7.8K shares
$3173.09(+7.18%)
2025-09-30
DIS
Walt Disney Company
4.17%283.5K$32.5M
-42.93%(-213.24K)
2024-Q3: 992.3K shares2024-Q4: 811.4K shares2025-Q1: 587.2K shares2025-Q2: 496.8K shares2025-Q3: 283.5K shares
$107.54(+4.06%)
2025-09-30
JNJ
Johnson & Johnson
4.15%174.5K$32.3M
-43.35%(-133.50K)
2024-Q3: 614.5K shares2024-Q4: 491.2K shares2025-Q1: 362.6K shares2025-Q2: 308.0K shares2025-Q3: 174.5K shares
$122.68(+69.89%)
2025-09-30
UNH
UnitedHealth Group Inc.
3.87%87.3K$30.1M
-42.94%(-65.68K)
2024-Q3: 238.4K shares2024-Q4: 224.6K shares2025-Q1: 158.1K shares2025-Q2: 153.0K shares2025-Q3: 87.3K shares
$190.29(+71.88%)
2025-09-30

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