Coho Partners, Ltd.
CIK 1350585 · Holdings on Mar 31, 2025 · First reported Apr 22, 2025
Top ten holdings
Q1 2025- COR5.24%
- UNH5.00%
- SYY4.09%
- MRSH4.03%
- ROST4.02%
- LOW3.93%
- TMO3.80%
- PM3.78%
- AZO3.71%
- JNJ3.63%
Share classes counted separately41.23%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IWDWeight increased · +1.67 pp1.81% → 3.48%Shares +94.50K (+44.52%)
- ROSTWeight decreased · -1.09 pp5.11% → 4.02%Shares -213.87K (-29.12%)
- PMWeight increased · +0.78 pp3.00% → 3.78%Shares -148.17K (-27.30%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CORCENCORA INC View history and evidence | $86.81M | 5.24% | 312.15K shares | 4.49% → 5.24%+0.75 pp -122.39K (-28.17%) | Reduced | ↗▾ |
| 02 | UNHUNITEDHEALTH GROUP INC View history and evidence | $82.80M | 5.00% | 158.09K shares | 5.22% → 5.00%-0.22 pp -66.54K (-29.62%) | Reduced | ↗▾ |
| 03 | SYYSYSCO CORP View history and evidence | $67.75M | 4.09% | 902.83K shares | 4.40% → 4.09%-0.31 pp -348.11K (-27.83%) | Reduced | ↗▾ |
| 04 | MRSHMARSH & MCLENNAN COS View history and evidence | $66.83M | 4.03% | 273.84K shares | 3.77% → 4.03%+0.26 pp -111.83K (-29.00%) | Reduced | ↗▾ |
| 05 | ROSTROSS STORES INC View history and evidence | $66.52M | 4.02% | 520.53K shares | 5.11% → 4.02%-1.09 pp -213.87K (-29.12%) | Reduced | ↗▾ |
| 06 | LOWLOWE'S COS INC View history and evidence | $65.15M | 3.93% | 279.34K shares | 4.45% → 3.93%-0.52 pp -112.66K (-28.74%) | Reduced | ↗▾ |
| 07 | TMOTHERMO FISHER SCIENTIFIC INC View history and evidence | $62.88M | 3.80% | 126.37K shares | 4.16% → 3.80%-0.36 pp -47.59K (-27.36%) | Reduced | ↗▾ |
| 08 | PMPHILIP MORRIS INTERNATIONAL View history and evidence | $62.63M | 3.78% | 394.59K shares | 3.00% → 3.78%+0.78 pp -148.17K (-27.30%) | Reduced | ↗▾ |
| 09 | AZOAUTOZONE INC View history and evidence | $61.49M | 3.71% | 16.13K shares | 3.40% → 3.71%+0.31 pp -6.95K (-30.12%) | Reduced | ↗▾ |
| 10 | JNJJOHNSON & JOHNSON View history and evidence | $60.14M | 3.63% | 362.65K shares | 3.27% → 3.63%+0.36 pp -128.60K (-26.18%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BAX BAXTER INTERNATIONAL INC | Non-derivative | -1,148,034 | -$33.48M | SEC filing ↗ | SEC filing ↗ |
| SPY SS SPDR S&P 500 ETF TRUST-US | Non-derivative | -16,121 | -$9.45M | SEC filing ↗ | SEC filing ↗ |
| VIG VANGUARD DIVIDEND APPREC ETF | Non-derivative | -4,356 | -$853.03K | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1350585 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1656429969
}Research all 36 reported holdings.
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