Coho Partners, Ltd. 13F Holdings
CIK 0001350585 · BERWYN, PA
As of Sep 30, 2025, Coho Partners, Ltd. reported 32 positions worth $779.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ROSS STORES INC | ROST | Consumer Cyclical | 287,946 | $43.9M | 5.63% |
| CENCORA INC | COR | Healthcare | 121,408 | $37.9M | 4.87% |
| US BANCORP | USB | Financial Services | 742,173 | $35.9M | 4.60% |
| SYSCO CORP | SYY | Consumer Defensive | 433,809 | $35.7M | 4.58% |
| LOWES COMPANIES INC | LOW | Consumer Cyclical | 136,002 | $34.2M | 4.39% |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 69,551 | $33.7M | 4.33% |
| AUTOZONE INC | AZO | Consumer Cyclical | 7,760 | $33.3M | 4.27% |
| WALT DISNEY CO | DIS | Communication Services | 283,521 | $32.5M | 4.17% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 174,469 | $32.3M | 4.15% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 87,285 | $30.1M | 3.87% |
| BERKLEY W R CORP | WRB | Financial Services | 387,851 | $29.7M | 3.81% |
| MEDTRONIC PLC | MDT | Healthcare | 296,319 | $28.2M | 3.62% |
| SERVICE CORP INTERNATIONAL | SCI | Consumer Cyclical | 338,402 | $28.2M | 3.61% |
| MICROCHIP TECHNOLOGY INC | MCHP | Technology | 425,125 | $27.3M | 3.50% |
| ICON PLC | ICLR | Healthcare | 152,503 | $26.7M | 3.43% |
| STERIS PLC | STE | Healthcare | 106,865 | $26.4M | 3.39% |
| KEURIG DR PEPPER INC | KDP | Consumer Defensive | 1,009,929 | $25.8M | 3.31% |
| MONDELEZ INTERNATIONAL INC | MDLZ | Consumer Defensive | 412,208 | $25.8M | 3.31% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 146,540 | $23.8M | 3.05% |
| MARSH & MCLENNAN COMPANIES INC | MMC | Financial Services | 114,928 | $23.2M | 2.97% |
| WW GRAINGER INC | GWW | Industrials | 24,026 | $22.9M | 2.94% |
| STATE STREET CORP | STT | Financial Services | 196,952 | $22.8M | 2.93% |
| CHEVRON CORP | CHV | Energy | 137,718 | $21.4M | 2.74% |
| COCA COLA CO | KO | Consumer Defensive | 274,439 |