Coho Partners, Ltd. Top Holdings and 13F Report (2025) About Coho Partners, Ltd.Investment ActivityCoho Partners, Ltd. has $2.17 billion in total holdings as of December 31, 2024.Coho Partners, Ltd. owns shares of 39 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 8.73% of the portfolio was purchased this quarter.About 26.26% of the portfolio was sold this quarter.This quarter, Coho Partners, Ltd. has purchased 35 new stocks and bought additional shares in 2 stocks.Coho Partners, Ltd. sold shares of 30 stocks and completely divested from 1 stock this quarter.Largest Holdings UnitedHealth Group $113,627,540Ross Stores $111,091,831Cencora $97,633,606Lowe's Companies $96,743,600Sysco $95,647,067 Largest New Holdings this Quarter AutoZone $73,904,914 HoldingW. R. Berkley $66,032,653 HoldingVanguard Dividend Appreciation ETF $853,035 HoldingiShares S&P 500 Value ETF $733,552 HoldingVanguard Russell 1000 Value $315,169 Holding Largest Purchases this Quarter AutoZone 23,081 shares (about $73.90M)W. R. Berkley 1,128,378 shares (about $66.03M)iShares Russell 1000 Value ETF 210,719 shares (about $39.01M)SPDR S&P 500 ETF Trust 15,434 shares (about $9.05M)Vanguard Dividend Appreciation ETF 4,356 shares (about $853.04K) Largest Sales this Quarter NIKE 840,230 shares (about $63.58M)State Street 523,209 shares (about $51.35M)Lowe's Companies 175,296 shares (about $43.26M)W.W. Grainger 38,782 shares (about $40.88M)Cencora 138,116 shares (about $31.03M) 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 PortfolioSectorUNHUnitedHealth Group$113,627,540$6,991,476 ▼-5.8%224,6235.2%MedicalROSTRoss Stores$111,091,831$22,153,955 ▼-16.6%734,3945.1%Retail/WholesaleCORCencora$97,633,606$31,031,914 ▼-24.1%434,5454.5%MedicalLOWLowe's Companies$96,743,600$43,263,041 ▼-30.9%391,9924.4%Retail/WholesaleSYYSysco$95,647,067$21,331,109 ▼-18.2%1,250,9434.4%Consumer StaplesTMOThermo Fisher Scientific$90,500,311$8,417,327 ▼-8.5%173,9624.2%MedicalDISWalt Disney$90,349,994$20,143,003 ▼-18.2%811,4054.2%Consumer DiscretionaryMMCMarsh & McLennan Companies$81,920,071$15,106,794 ▼-15.6%385,6703.8%FinanceUSBU.S. Bancorp$80,506,353$15,128,341 ▼-15.8%1,683,1773.7%FinanceSCIService Co. International$79,613,129$14,618,718 ▼-15.5%997,4083.7%Consumer StaplesAZOAutoZone$73,904,914$73,904,914 ▲New Holding23,0813.4%Retail/WholesaleGWWW.W. Grainger$73,450,758$40,878,355 ▼-35.8%69,6843.4%Industrial ProductsJNJJohnson & Johnson$71,044,431$17,824,126 ▼-20.1%491,2493.3%MedicalMDLZMondelez International$70,775,281$13,289,210 ▼-15.8%1,184,9203.3%Consumer StaplesMCHPMicrochip Technology$69,211,264$13,553,071 ▼-16.4%1,206,8223.2%Computer and TechnologyKDPKeurig Dr Pepper$68,689,791$9,953,605 ▼-12.7%2,138,5363.2%Consumer StaplesMDTMedtronic$67,903,567$14,781,389 ▼-17.9%850,0703.1%MedicalAMGNAmgen$67,617,332$23,931,189 ▼-26.1%259,4283.1%MedicalWRBW. R. Berkley$66,032,653$66,032,653 ▲New Holding1,128,3783.0%FinancePMPhilip Morris International$65,321,657$10,151,885 ▼-13.5%542,7643.0%Consumer StaplesGPNGlobal Payments$63,421,103$12,996,487 ▼-17.0%565,9572.9%Business ServicesABTAbbott Laboratories$63,161,379$14,145,755 ▼-18.3%558,4072.9%MedicalSTTState Street$57,778,390$51,352,996 ▼-47.1%588,6742.7%FinanceCVXChevron$56,409,022$12,585,018 ▼-18.2%389,4572.6%Oils/EnergyAPDAir Products and Chemicals$54,920,898$8,688,161 ▼-13.7%189,3562.5%Basic MaterialsKOCoca-Cola$49,183,740$21,119,846 ▼-30.0%789,9732.3%Consumer StaplesSTZConstellation Brands$48,048,959$14,511,530 ▼-23.2%217,4162.2%Consumer StaplesUPSUnited Parcel Service$47,039,780$13,890,276 ▼-22.8%373,0362.2%TransportationIWDiShares Russell 1000 Value ETF$39,297,651$39,010,330 ▲13,577.3%212,2711.8%ETFBAXBaxter International$33,476,661$10,473,715 ▼-23.8%1,148,0341.5%MedicalSPYSPDR S&P 500 ETF Trust$9,448,196$9,045,559 ▲2,246.6%16,1210.4%FinanceCLColgate-Palmolive$8,101,990$4,471,317 ▼-35.6%89,1210.4%Consumer StaplesKVUEKenvue$7,153,189$508,130 ▼-6.6%335,0440.3%Consumer StaplesNKENIKE$2,072,223$63,580,206 ▼-96.8%27,3850.1%Consumer DiscretionaryCVSCVS Health$1,559,7460.0%34,7460.1%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$853,035$853,035 ▲New Holding4,3560.0%ETFIVEiShares S&P 500 Value ETF$733,552$733,552 ▲New Holding3,8430.0%ETFVONVVanguard Russell 1000 Value$315,169$315,169 ▲New Holding3,8790.0%ETFSJMJ. M. Smucker$298,8660.0%2,7140.0%Consumer StaplesIUSGiShares Core S&P U.S. Growth ETF$0$291,521 ▼-100.0%00.0%ManufacturingShowing 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. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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