§ 13F · FUND PROFILE
Coho Partners, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1343.0T (13F)Positions · 34Turnover · — · Q2Filed · Jul 29, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 29, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ROST | Ross Stores Inc | 507K | $64.7T | 4.8% | — |
| 2 | COR | Cencora Inc | 214K | $64.0T | 4.8% | — |
| 3 | DIS | Walt Disney Company | 497K | $61.6T | 4.6% | — |
| 4 | KDP | Keurig Dr Pepper Inc | 1.81M | $59.8T | 4.4% | — |
| 5 | SYY | Sysco Corporation | 764K | $57.9T | 4.3% | — |
| 6 | LOW | Lowes Companies, Inc. | 237K | $52.6T | 3.9% | — |
| 7 | MCHP | Microchip Technology Incorporated | 742K | $52.2T | 3.9% | — |
| 8 | AZO | Autozone, Inc. | 14K | $50.8T | 3.8% | — |
| 9 | WRB | W.R. Berkley Corporation | 681K | $50.0T | 3.7% | — |
| 10 | TMO | Thermo Fisher Scientific Inc | 123K | $49.7T | 3.7% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COHO SIGNAL
AC read
Coho Partners, Ltd. is a Other fund managing $1342995.5 trillion in assets. The fund runs a portfolio of 34 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed