Coho Partners, Ltd. — 13F holdings

Coho Partners, Ltd. reported 32 holdings worth $779M in its 13F filing for Q3 2025, filed October 14, 2025.

Largest positions

1. ROST ROSS STORES INC — $43.9M (5.6%)
2. COR CENCORA INC — $37.9M (4.9%)
3. USB US BANCORP DEL — $35.9M (4.6%)
4. SYY SYSCO CORP — $35.7M (4.6%)
5. LOW LOWES COS INC — $34.2M (4.4%)
6. TMO THERMO FISHER SCIENTIFIC INC — $33.7M (4.3%)
7. AZO AUTOZONE INC — $33.3M (4.3%)
8. DIS DISNEY WALT CO — $32.5M (4.2%)
9. JNJ JOHNSON & JOHNSON — $32.3M (4.2%)
10. UNH UNITEDHEALTH GROUP INC — $30.1M (3.9%)