Coho Partners, Ltd. Portfolio Holdings
Coho Partners, Ltd.
- $1.31 Billion
- Q2 2025
Coho Partners, Ltd. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.31 Billion distributed in 34 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ross Stores, Inc. with a value of $64.7M, Walt Disney CO with a value of $61.6M, Keurig Dr Pepper Inc. with a value of $59.8M, Sysco Corp with a value of $57.9M, and Lowes Companies Inc with a value of $52.6M.
Examining the 13F form we can see an decrease of $309M in the current position value, from $1.62B to 1.31B.
Below you can find more details about Coho Partners, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$1.31 Billion
Healthcare: $364 Million
Consumer Defensive: $277 Million
Consumer Cyclical: $216 Million
Financial Services: $176 Million
Industrials: $95.3 Million
Communication Services: $61.6 Million
Technology: $52.2 Million
Energy: $34.8 Million
Other: $31.3 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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