Coho Partners, Ltd. Reduced Holdings in Q1 2025

Coho Partners, Ltd.

  • $1.62 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ROST
Ross Stores, Inc.

Consumer Cyclical
-214K
- 29.12%
$123.3 - $154.95 $26.4M - $33.1M
521K $66.5M
DIS
Walt Disney CO

Communication Services
-224K
- 27.63%
$96.87 - $114.0 $21.7M - $25.6M
587K $58M
LOW
Lowes Companies Inc

Consumer Cyclical
-113K
- 28.74%
$222.66 - $268.42 $25.1M - $30.2M
279K $65.1M
UNH
Unitedhealth Group Inc

Healthcare
-66.5K
- 29.62%
$461.52 - $548.18 $30.7M - $36.5M
158K $82.8M
USB
Us Bancorp \De\

Financial Services
-485K
- 28.8%
$40.92 - $50.9 $19.8M - $24.7M
1.2M $50.6M
SYY
Sysco Corp

Consumer Defensive
-348K
- 27.83%
$70.0 - $77.13 $24.4M - $26.8M
903K $67.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-47.6K
- 27.36%
$497.6 - $606.74 $23.7M - $28.9M
126K $62.9M
MCHP
Microchip Technology Inc

Technology
-332K
- 27.5%
$48.41 - $64.3 $16.1M - $21.3M
875K $42.4M
GWW
W.W. Grainger, Inc.

Industrials
-20.2K
- 29.04%
$953.54 - $1132.42 $19.3M - $22.9M
49.4K $48.8M
SCI
Service Corp International

Consumer Cyclical
-300K
- 30.08%
$75.99 - $84.16 $22.8M - $25.2M
697K $55.9M
GPN
Global Payments Inc

Industrials
-143K
- 25.22%
$92.18 - $113.03 $13.2M - $16.1M
423K $41.4M
STT
State Street Corp

Financial Services
-185K
- 31.41%
$84.47 - $102.23 $15.6M - $18.9M
404K $36.1M
STZ
Constellation Brands, Inc.

Consumer Defensive
-43.8K
- 20.13%
$161.05 - $222.93 $7.05M - $9.76M
174K $31.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
-57.9K
- 30.55%
$283.24 - $338.07 $16.4M - $19.6M
132K $38.8M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-112K
- 29.0%
$208.48 - $244.03 $23.3M - $27.3M
274K $66.8M
MDT
Medtronic PLC

Healthcare
-237K
- 27.94%
$79.84 - $94.5 $19M - $22.4M
613K $55M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-330K
- 27.84%
$56.12 - $68.15 $18.5M - $22.5M
855K $58M
AZO
Autozone Inc

Consumer Cyclical
-6.95K
- 30.12%
$3193.96 - $3828.11 $22.2M - $26.6M
16.1K $61.5M
UPS
United Parcel Service Inc

Industrials
-56.5K
- 15.15%
$109.66 - $136.26 $6.2M - $7.7M
317K $34.8M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-452K
- 21.13%
$30.38 - $34.94 $13.7M - $15.8M
1.69M $57.7M
JNJ
Johnson & Johnson

Healthcare
-129K
- 26.18%
$142.06 - $167.7 $18.3M - $21.6M
363K $60.1M
AMGN
Amgen Inc

Healthcare
-76.3K
- 29.4%
$258.59 - $327.36 $19.7M - $25M
183K $57.1M
ABT
Abbott Laboratories

Healthcare
-159K
- 28.39%
$111.1 - $140.22 $17.6M - $22.2M
400K $53M
KO
Coca Cola CO

Consumer Defensive
-223K
- 28.22%
$60.81 - $72.32 $13.6M - $16.1M
567K $40.6M
WRB
Berkley W R Corp

Financial Services
-321K
- 28.41%
$56.7 - $71.27 $18.2M - $22.8M
808K $57.5M
CVX
Chevron Corp

Energy
-100K
- 25.79%
$146.71 - $167.97 $14.7M - $16.9M
289K $48.4M
CL
Colgate Palmolive CO

Consumer Defensive
-34.6K
- 38.81%
$85.68 - $97.5 $2.96M - $3.37M
54.5K $5.11M
PM
Philip Morris International Inc.

Consumer Defensive
-148K
- 27.3%
$117.15 - $158.79 $17.4M - $23.5M
395K $62.6M
Kenvue Inc.
-128K
- 38.23%
N/A
207K $0
Activity Summary
Buys All Purchases 3 New Holdings 2 Increased Positions 1 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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