Coho Partners, Ltd. has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $4.02 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lowes Companies Inc with a value of $219M, Microchip Technology Inc with a value of $194M, Ross Stores, Inc. with a value of $191M, Sysco Corp with a value of $182M, and Walt Disney CO with a value of $177M.

Examining the 13F form we can see an decrease of $255M in the current position value, from $4.28B to 4.02B.

Below you can find more details about Coho Partners, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $4.02 Billion
Healthcare: $1.13 Billion
Consumer Defensive: $825 Million
Consumer Cyclical: $655 Million
Industrials: $412 Million
Financial Services: $407 Million
Technology: $198 Million
Communication Services: $177 Million
Energy: $113 Million
Other: $104 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 75
  • Current Value $4.02 Billion
  • Prior Value $4.28 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 09, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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