Coho Partners, Ltd. has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.84 Billion distributed in 40 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microchip Technology Inc with a value of $149M, Ross Stores, Inc. with a value of $144M, Lowes Companies Inc with a value of $143M, Unitedhealth Group Inc with a value of $137M, and Amgen Inc with a value of $124M.
Examining the 13F form we can see an decrease of $1.18B in the current position value, from $4.02B to 2.84B.
Below you can find more details about Coho Partners, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$2.84 Billion
Healthcare: $774 Million
Consumer Defensive: $645 Million
Consumer Cyclical: $456 Million
Financial Services: $290 Million
Industrials: $258 Million
Technology: $151 Million
Communication Services: $111 Million
Energy: $83.5 Million
Other: $73.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions