13FBOX
Coho Partners, Ltd. · 13F Holdings
Options Calculator Rankings

Coho Partners, Ltd.

No.3248 Data as of Q3 2025
Latest AUM (Q3 2025)
$779.1M
QoQ Change Q2 2025
-$563.9M-42.0%
Holdings
32
New Buys
0
Adds
0
Reduces
32
Exits
2
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q3 2025 ValueQ3 2025 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ROSS STORES INC COMROST
5.63%4.82%$43.9M287,946$64.7M507,282-219,336-43.24%Reduce
CENCORA INCCOR
4.87%4.77%$37.9M121,408$64.0M213,588-92,180-43.16%Reduce
US BANCORPUSB
4.6%3.43%$35.9M742,173$46.0M1.0M-274,516-27.00%Reduce
SYSCO CORP COMSYY
4.58%4.31%$35.7M433,809$57.9M763,876-330,067-43.21%Reduce
LOWES COS INC COMLOW
4.39%3.92%$34.2M136,002$52.6M237,047-101,045-42.63%Reduce
TTHERMO FISHER SCIENTIFIC INCTMO
4.33%3.7%$33.7M69,551$49.7M122,621-53,070-43.28%Reduce
AUTOZONE INCAZO
4.27%3.78%$33.3M7,760$50.8M13,686-5,926-43.30%Reduce
DISNEY WALT CODIS
4.17%4.59%$32.5M283,521$61.6M496,760-213,239-42.93%Reduce
JOHNSON & JOHNSONJNJ
4.15%3.5%$32.3M174,469$47.0M307,974-133,505-43.35%Reduce
UNITEDHEALTH GROUP INCUNH
3.87%3.55%$30.1M87,285$47.7M152,962-65,677-42.94%Reduce
BERKLEY W R CORPWRB
3.81%3.73%$29.7M387,851$50.0M681,152-293,301-43.06%Reduce
MEDTRONIC PLCMDT
3.62%3.37%$28.2M296,319$45.2M518,883-222,564-42.89%Reduce
SERVICE CORP INTLSCI
3.61%3.58%$28.2M338,402$48.1M591,308-252,906-42.77%Reduce
MICROCHIP TECHNOLOGYMCHP
3.5%3.89%$27.3M425,125$52.2M742,023-316,898-42.71%Reduce
ICON PUB LTD COICLR
3.43%2.51%$26.7M152,503$33.6M231,343-78,840-34.08%Reduce
STERIS PLCSTE
3.39%2.2%$26.4M106,865$29.5M122,985-16,120-13.11%Reduce
KEURIG DR PEPPER INC COMKDP
3.31%4.45%$25.8M1.0M$59.8M1.8M-797,631-44.13%Reduce
MONDELEZ INTL INC CL AMDLZ
3.31%3.64%$25.8M412,208$48.8M724,232-312,024-43.08%Reduce
PHILIP MORRIS INTL INCPM
3.05%3.55%$23.8M146,540$47.6M261,591-115,051-43.98%Reduce
MMARSH & MCLENNAN COS INC COMMRSH
2.97%3.25%$23.2M114,928$43.7M199,808-84,880-42.48%Reduce
WW GRAINGER INCGWW
2.94%3.25%$22.9M24,026$43.6M41,945-17,919-42.72%Reduce
STATE STR CORP COMSTT
2.93%2.72%$22.8M196,952$36.5M343,479-146,527-42.66%Reduce
CHEVRON CORPORATIONCVX
2.74%2.59%$21.4M137,718$34.8M243,239-105,521-43.38%Reduce
COCA COLA COKO
2.34%2.53%$18.2M274,439$34.0M480,625-206,186-42.90%Reduce
AIR PRODUCTS AND CHEMICALS IAPD
2.2%2.33%$17.1M62,775$31.3M110,960-48,185-43.43%Reduce
QUEST DIAGNOSTICS INCDGX
2.18%2.07%$17.0M89,103$27.7M154,483-65,380-42.32%Reduce
GLOBAL PMTS INC COMGPN
2.04%2%$15.9M191,311$26.9M336,269-144,958-43.11%Reduce
UNITED PARCEL SVCS INCUPS
1.51%1.84%$11.7M140,383$24.7M244,973-104,590-42.69%Reduce
CONSTELLATION BRANDS INCSTZ
1.4%1.77%$10.9M81,168$23.7M145,821-64,653-44.34%Reduce
COLGATE PALMOLIVE COCL
0.32%0.33%$2.5M31,641$4.4M48,867-17,226-35.25%Reduce
BRISTOL-MYERS SQUIBB COBMY
0.28%0.3%$2.2M48,227$4.0M86,588-38,361-44.30%Reduce
KENVUE INC COMKVUE
0.24%0.29%$1.9M117,133$3.9M185,008-67,875-36.69%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow