Coho Partners, Ltd. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.71 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lowes Companies Inc with a value of $154M, Unitedhealth Group Inc with a value of $139M, Ross Stores, Inc. with a value of $133M, Sysco Corp with a value of $119M, and Thermo Fisher Scientific Inc. with a value of $118M.

Examining the 13F form we can see an decrease of $132M in the current position value, from $2.84B to 2.71B.

Below you can find more details about Coho Partners, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $2.71 Billion
Healthcare: $806 Million
Consumer Defensive: $560 Million
Consumer Cyclical: $456 Million
Financial Services: $292 Million
Industrials: $248 Million
Technology: $116 Million
Communication Services: $95.4 Million
Energy: $70.1 Million
Other: $66.3 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $2.71 Billion
  • Prior Value $2.84 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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