Coho Partners, Ltd. Portfolio Holdings
Coho Partners, Ltd.
- $2.15 Billion
- Q4 2024
Coho Partners, Ltd. has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.15 Billion distributed in 39 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Unitedhealth Group Inc with a value of $114M, Ross Stores, Inc. with a value of $111M, Lowes Companies Inc with a value of $96.7M, Sysco Corp with a value of $95.6M, and Thermo Fisher Scientific Inc. with a value of $90.5M.
Examining the 13F form we can see an decrease of $559M in the current position value, from $2.71B to 2.15B.
Below you can find more details about Coho Partners, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$2.15 Billion
Healthcare: $589 Million
Consumer Defensive: $406 Million
Consumer Cyclical: $363 Million
Financial Services: $286 Million
Industrials: $184 Million
Communication Services: $90.3 Million
Technology: $69.2 Million
Energy: $56.4 Million
Other: $106 Million