§ 13F · FUND PROFILE
Coho Partners, Ltd..
AUM · $1.3B (13F)Positions · 34Turnover · n/a · Q2Filed · Jul 29, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$63M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 29, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ROST | Ross Stores Inc | 507K | $65M | 4.8% | −3% |
| 2 | COR | Cencora Inc | 214K | $64M | 4.8% | −32% |
| 3 | DIS | Walt Disney Company | 497K | $62M | 4.6% | −15% |
| 4 | KDP | Keurig Dr Pepper Inc | 1.81M | $60M | 4.4% | +7% |
| 5 | SYY | Sysco Corporation | 764K | $58M | 4.3% | −15% |
| 6 | LOW | Lowes Companies, Inc. | 237K | $53M | 3.9% | −15% |
| 7 | MCHP | Microchip Technology Incorporated | 742K | $52M | 3.9% | −15% |
| 8 | AZO | Autozone, Inc. | 14K | $51M | 3.8% | −15% |
| 9 | WRB | W.R. Berkley Corporation | 681K | $50M | 3.7% | −16% |
| 10 | TMO | Thermo Fisher Scientific Inc | 123K | $50M | 3.7% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COHO SIGNAL
AC read
Coho Partners, Ltd. is a Other fund managing $1.3 billion in assets. The fund runs a portfolio of 34 positions.
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