Coho Partners, Ltd. Top Holdings and 13F Report (2025) About Coho Partners, Ltd.Investment ActivityCoho Partners, Ltd. has $1.34 billion in total holdings as of June 30, 2025.Coho Partners, Ltd. owns shares of 34 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 5.06% of the portfolio was purchased this quarter.About 26.83% of the portfolio was sold this quarter.This quarter, Coho Partners, Ltd. has purchased 36 new stocks and bought additional shares in 2 stocks.Coho Partners, Ltd. sold shares of 29 stocks and completely divested from 4 stocks this quarter.Largest Holdings Ross Stores $64,719,024Cencora $64,044,483Walt Disney $61,603,183Keurig Dr Pepper $59,757,922Sysco $57,855,994 Largest New Holdings this Quarter G4705A100 - Icon $33,648,809 HoldingG8473T100 - STERIS $29,543,392 Holding Largest Purchases this Quarter Icon 231,343 shares (about $33.65M)STERIS 122,985 shares (about $29.54M)Keurig Dr Pepper 120,967 shares (about $4.00M)Bristol Myers Squibb 15,785 shares (about $730.69K) Largest Sales this Quarter Cencora 98,565 shares (about $29.55M)Philip Morris International 133,002 shares (about $24.22M)Marsh & McLennan Companies 74,033 shares (about $16.19M)Walt Disney 90,469 shares (about $11.22M)Sysco 138,954 shares (about $10.52M) 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 PortfolioSectorROSTRoss Stores$64,719,024$1,690,052 ▼-2.5%507,2824.8%Retail/WholesaleCORCencora$64,044,483$29,554,771 ▼-31.6%213,5884.8%MedicalDISWalt Disney$61,603,183$11,219,056 ▼-15.4%496,7604.6%Consumer DiscretionaryKDPKeurig Dr Pepper$59,757,922$3,999,168 ▲7.2%1,807,5604.4%Consumer StaplesSYYSysco$57,855,994$10,524,381 ▼-15.4%763,8764.3%Consumer StaplesLOWLowe's Companies$52,593,654$9,382,889 ▼-15.1%237,0473.9%Retail/WholesaleMCHPMicrochip Technology$52,216,142$9,350,833 ▼-15.2%742,0233.9%Computer and TechnologyAZOAutoZone$50,806,693$9,065,464 ▼-15.1%13,6863.8%Retail/WholesaleWRBW.R. Berkley$50,044,246$9,303,214 ▼-15.7%681,1523.7%FinanceTMOThermo Fisher Scientific$49,717,898$1,519,664 ▼-3.0%122,6213.7%MedicalMDLZMondelez International$48,842,228$8,824,056 ▼-15.3%724,2323.6%Consumer StaplesSCIService Corporation International$48,132,498$8,635,731 ▼-15.2%591,3083.6%Consumer StaplesUNHUnitedHealth Group$47,719,701$1,598,227 ▼-3.2%152,9623.6%MedicalPMPhilip Morris International$47,643,488$24,223,613 ▼-33.7%261,5913.5%Consumer StaplesJNJJohnson & Johnson$47,043,068$8,351,308 ▼-15.1%307,9743.5%MedicalABTAbbott Laboratories$46,148,398$8,237,162 ▼-15.1%339,3023.4%MedicalUSBU.S. Bancorp$46,005,189$8,219,936 ▼-15.2%1,016,6893.4%FinanceMDTMedtronic$45,231,065$8,168,794 ▼-15.3%518,8833.4%MedicalMMCMarsh & McLennan Companies$43,686,054$16,186,587 ▼-27.0%199,8083.3%FinanceGWWW.W. Grainger$43,632,433$7,805,883 ▼-15.2%41,9453.2%IndustrialsSTTState Street$36,525,568$6,410,709 ▼-14.9%343,4792.7%FinanceCVXChevron$34,829,404$6,557,102 ▼-15.8%243,2392.6%EnergyKOCocaCola$34,004,186$6,115,624 ▼-15.2%480,6252.5%Consumer StaplesICLRIcon$33,648,809$33,648,809 ▲New Holding231,3432.5%MedicalAPDAir Products and Chemicals$31,297,317$5,795,194 ▼-15.6%110,9602.3%Basic MaterialsSTESTERIS$29,543,392$29,543,392 ▲New Holding122,9852.2%MedicalDGXQuest Diagnostics$27,749,764$4,990,118 ▼-15.2%154,4832.1%MedicalGPNGlobal Payments$26,914,964$6,960,597 ▼-20.5%336,2692.0%Business ServicesUPSUnited Parcel Service$24,727,587$7,222,462 ▼-22.6%244,9731.8%TransportationSTZConstellation Brands$23,722,217$4,526,256 ▼-16.0%145,8211.8%Consumer StaplesCLColgate-Palmolive$4,442,010$515,403 ▼-10.4%48,8670.3%Consumer StaplesBMYBristol Myers Squibb$4,008,159$730,688 ▲22.3%86,5880.3%MedicalKVUEKenvue$3,872,217$459,309 ▼-10.6%185,0080.3%Consumer StaplesSJMJ. M. Smucker$266,5150.0%2,7140.0%Consumer StaplesIWDiShares Russell 1000 Value ETF$0$57,721,130 ▼-100.0%00.0%ETFAMGNAmgen$0$57,059,668 ▼-100.0%00.0%MedicalCVSCVS Health$0$2,354,039 ▼-100.0%00.0%MedicalNKENIKE$0$1,738,400 ▼-100.0%00.0%Consumer DiscretionaryShowing 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. 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