Coho Partners, Ltd. Top Holdings and 13F Report (2025) About Coho Partners, Ltd.Investment ActivityCoho Partners, Ltd. has $1.66 billion in total holdings as of March 31, 2025.Coho Partners, Ltd. owns shares of 36 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 3.20% of the portfolio was purchased this quarter.About 39.01% of the portfolio was sold this quarter.This quarter, Coho Partners, Ltd. has purchased 39 new stocks and bought additional shares in 1 stock.Coho Partners, Ltd. sold shares of 30 stocks and completely divested from 5 stocks this quarter.Largest Holdings Cencora $86,806,759UnitedHealth Group $82,797,003Sysco $67,748,334Marsh & McLennan Companies $66,825,449Ross Stores $66,518,426 Largest New Holdings this Quarter 74834L100 - Quest Diagnostics $30,838,950 Holding110122108 - Bristol-Myers Squibb $4,318,275 Holding Largest Purchases this Quarter Quest Diagnostics 182,263 shares (about $30.84M)iShares Russell 1000 Value ETF 94,495 shares (about $17.78M)Bristol-Myers Squibb 70,803 shares (about $4.32M) Largest Sales this Quarter UnitedHealth Group 66,538 shares (about $34.85M)Cencora 122,392 shares (about $34.04M)Ross Stores 213,865 shares (about $27.33M)Marsh & McLennan Companies 111,829 shares (about $27.29M)AutoZone 6,953 shares (about $26.51M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCoho Partners, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCORCencora$86,806,759$34,036,043 ▼-28.2%312,1535.2%MedicalUNHUnitedHealth Group$82,797,003$34,849,271 ▼-29.6%158,0855.0%MedicalSYYSysco$67,748,334$26,122,388 ▼-27.8%902,8304.1%Consumer StaplesMMCMarsh & McLennan Companies$66,825,449$27,289,643 ▼-29.0%273,8414.0%FinanceROSTRoss Stores$66,518,426$27,329,819 ▼-29.1%520,5294.0%Retail/WholesaleLOWLowe's Companies$65,149,727$26,274,509 ▼-28.7%279,3373.9%Retail/WholesaleTMOThermo Fisher Scientific$62,881,337$23,682,323 ▼-27.4%126,3693.8%MedicalPMPhilip Morris International$62,633,821$23,519,211 ▼-27.3%394,5933.8%Consumer StaplesAZOAutoZone$61,490,800$26,509,520 ▼-30.1%16,1283.7%Retail/WholesaleJNJJohnson & Johnson$60,141,342$21,327,343 ▼-26.2%362,6473.6%MedicalMDLZMondelez International$58,016,831$22,379,980 ▼-27.8%855,0753.5%Consumer StaplesDISWalt Disney$57,959,495$22,126,168 ▼-27.6%587,2293.5%Consumer DiscretionaryIWDiShares Russell 1000 Value ETF$57,721,130$17,780,191 ▲44.5%306,7663.5%ETFKDPKeurig Dr Pepper$57,715,213$15,465,490 ▼-21.1%1,686,5933.5%Consumer StaplesWRBW. R. Berkley$57,481,506$22,813,905 ▼-28.4%807,7783.5%FinanceAMGNAmgen$57,059,668$23,764,996 ▼-29.4%183,1483.4%MedicalSCIService Co. International$55,931,284$24,060,787 ▼-30.1%697,3983.4%Consumer StaplesMDTMedtronic$55,047,682$21,339,588 ▼-27.9%612,5943.3%MedicalABTAbbott Laboratories$53,042,048$21,030,579 ▼-28.4%399,8653.2%MedicalUSBU.S. Bancorp$50,594,122$20,469,605 ▼-28.8%1,198,3453.1%FinanceGWWW.W. Grainger$48,847,109$19,988,700 ▼-29.0%49,4492.9%IndustrialsCVXChevron$48,352,202$16,800,112 ▼-25.8%289,0322.9%EnergyMCHPMicrochip Technology$42,354,101$16,068,150 ▼-27.5%874,9042.6%Computer and TechnologyGPNGlobal Payments$41,442,933$13,975,520 ▼-25.2%423,2332.5%Business ServicesKOCoca-Cola$40,613,222$15,964,681 ▼-28.2%567,0652.5%Consumer StaplesAPDAir Products and Chemicals$38,783,825$17,061,155 ▼-30.6%131,5062.3%Basic MaterialsSTTState Street$36,148,979$16,554,987 ▼-31.4%403,7642.2%FinanceUPSUnited Parcel Service$34,814,603$6,215,648 ▼-15.1%316,5252.1%TransportationSTZConstellation Brands$31,867,139$8,033,035 ▼-20.1%173,6441.9%Consumer StaplesDGXQuest Diagnostics$30,838,950$30,838,950 ▲New Holding182,2631.9%MedicalCLColgate-Palmolive$5,110,117$3,240,521 ▼-38.8%54,5370.3%Consumer StaplesKVUEKenvue$4,962,733$3,071,622 ▼-38.2%206,9530.3%Consumer StaplesBMYBristol-Myers Squibb$4,318,275$4,318,275 ▲New Holding70,8030.3%MedicalCVSCVS Health$2,354,0390.0%34,7460.1%MedicalNKENIKE$1,738,4000.0%27,3850.1%Consumer DiscretionarySJMJ. M. Smucker$321,3650.0%2,7140.0%Consumer StaplesBAXBaxter International$0$33,476,661 ▼-100.0%00.0%MedicalSPYSPDR S&P 500 ETF Trust$0$9,448,196 ▼-100.0%00.0%FinanceVIGVanguard Dividend Appreciation ETF$0$853,035 ▼-100.0%00.0%ETFIVEiShares S&P 500 Value ETF$0$733,552 ▼-100.0%00.0%ETFVONVVanguard Russell 1000 Value$0$315,169 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. 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