COHO PARTNERS, LTD.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KDP | 1.01M | $25.76M |
 | USB | 742K | $35.87M |
 | SYY | 434K | $35.72M |
 | MCHP | 425K | $27.30M |
 | MDLZ | 412K | $25.75M |
 | WRB | 388K | $29.72M |
 | SCI | 338K | $28.16M |
 | MDT | 296K | $28.22M |
 | ROST | 288K | $43.88M |
 | DIS | 284K | $32.46M |
 | KO | 274K | $18.20M |
 | STT | 197K | $22.85M |
 | GPN | 191K | $15.89M |
 | JNJ | 174K | $32.35M |
 | ICLR | 153K | $26.69M |
 | PM | 147K | $23.77M |
 | UPS | 140K | $11.73M |
 | CVX | 138K | $21.39M |
 | LOW | 136K | $34.18M |
 | KVUE | 117K | $1.90M |
Keurig Dr Pepper Inc.
KDP
Shares Held
1.01M
Value
$25.76M
U.S. Bancorp
USB
Shares Held
742K
Value
$35.87M
Sysco Corporation
SYY
Shares Held
434K
Value
$35.72M
Microchip Technology Incorporated
MCHP
Shares Held
425K
Value
$27.30M
Mondelez International, Inc.
MDLZ
Shares Held
412K
Value
$25.75M
W. R. Berkley Corporation
WRB
Shares Held
388K
Value
$29.72M
Service Corporation International
SCI
Shares Held
338K
Value
$28.16M
Medtronic plc
MDT
Shares Held
296K
Value
$28.22M
Ross Stores, Inc.
ROST
Shares Held
288K
Value
$43.88M
The Walt Disney Company
DIS
Shares Held
284K
Value
$32.46M
The Coca-Cola Company
KO
Shares Held
274K
Value
$18.20M
State Street Corporation
STT
Shares Held
197K
Value
$22.85M
Global Payments Inc.
GPN
Shares Held
191K
Value
$15.89M
Johnson & Johnson
JNJ
Shares Held
174K
Value
$32.35M
ICON Public Limited Company
ICLR
Shares Held
153K
Value
$26.69M
Philip Morris International Inc.
PM
Shares Held
147K
Value
$23.77M
United Parcel Service, Inc.
UPS
Shares Held
140K
Value
$11.73M
Chevron Corporation
CVX
Shares Held
138K
Value
$21.39M
Lowe's Companies, Inc.
LOW
Shares Held
136K
Value
$34.18M
Kenvue Inc.
KVUE
Shares Held
117K
Value
$1.90M