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Coho Partners, LTD.

CIK:0001350585
Asset Manager
$2B AUM
32 holdings
Berwyn, PA, United States
Founded:1999
32 employees
cohopartners.com
Latest filing:Sep 30, 2025

Coho Partners, Ltd. is an independent, employee-owned asset management firm headquartered in Berwyn, Pennsylvania, United States. Founded in 1999, the firm is an SEC-registered investment adviser serving institutional and individual clients including benefit plans, endowments, foundations, corporations, high-net-worth individuals, and intermediaries. As of 2022, Coho had around 32 employees, over 20 of whom are partners, and it remains focused on fundamental equity investing for a largely institutional and intermediary client base.

Investment Strategy

Coho Partners employs a proprietary, fundamental investment process focused on constructing equity portfolios designed to protect capital in down markets and capture competitive returns in strong markets. Their core universe (the 'Coho 250') consists of stable, growing companies, and portfolio construction is driven by in-depth research, quantitative and qualitative ESG analysis, and risk/return profile. The approach is characterized by selective exclusion of industries (for ESG strategies), disciplined buy/sell criteria, and a focus on long-term, risk-adjusted outperformance through downside protection and participation in market growth.

Latest 13F Filing Activity

Coho Partners, LTD. filed their most recent 13F report on Sep 30, 2025 disclosing 31 equity positions with a total 13F market value of $779M. The fund increased holdings in Bristol-myers Squibb Company, Colgate-palmolive Co., Kenvue Inc. among other positions. Coho Partners, LTD. reduced exposure to Abbott Laboratories, Keurig DR Pepper Inc., Walt Disney Company among others.

Top Buys
U
UPSUnited Parcel Service, Inc.
-$13.0M
S
STZConstellation Brands, Inc.
-$12.8M
G
GPNGlobal Payments Inc
-$11.0M
D
DGXQuest Diagnostics Incorporated
-$10.8M
U
USBU.S. Bancorp.
-$10.1M
Top Sells
A
ABTAbbott Laboratories
-$46.1M
K
KDPKeurig Dr Pepper Inc
-$34.0M
D
DISWalt Disney Company
-$29.1M
M
MCHPMicrochip Technology Incorporated
-$24.9M
P
PMPhilip Morris International Inc.
-$23.9M

Top Holdings

R
ROSTRoss Stores Inc
+5.6%$43.9M
U
USBU.S. Bancorp.
+4.6%$35.9M
S
SYYSysco Corporation
+4.6%$35.7M
L
LOWLowes Companies, Inc.
+4.4%$34.2M
T
TMOThermo Fisher Scientific Inc
+4.3%$33.7M

Equity Positions (31)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
R
ROST
Ross Stores Inc5.63%$43.9M287,946$80.47$152.39-$20.8M
U
USB
U.S. Bancorp.4.60%$35.9M742,173$40.00$48.33-$10.1M
S
SYY
Sysco Corporation4.58%$35.7M433,809$65.19$82.34-$22.1M
L
LOW
Lowes Companies, Inc.4.39%$34.2M136,002$86.65$251.31-$18.4M
T
TMO
Thermo Fisher Scientific Inc4.33%$33.7M69,551$484.30$485.02-$16.0M

Industry Allocation

SERVICES-MISCELLANEOUS AMUSEMENT & RECREATION
+8.3%
BEVERAGES
+7.0%
RETAIL-FAMILY CLOTHING STORES
+5.6%
NATIONAL COMMERCIAL BANKS
+4.6%
WHOLESALE-GROCERIES & RELATED PRODUCTS
+4.6%

Investment Team (7)

NameRoleLocationLinkedIn
A
Andrew Hanna		Partner, Portfolio Manager and Investment AnalystPhiladelphia, PA , United States
James Klinger
James Klinger		Partner and TraderPhiladelphia, PA , United States
R
Rick Wayne		Partner-Portfolio Manager and StrategyBryn Mawr, PA , United States
Ruairi O'Neill
Ruairi O'Neill		Portfolio Manager and AnalystBerwyn, PA , United States
S
Shirley Chen		ESG Investment AnalystPhiladelphia, PA , United States
A
Anne Madden		Equity TraderCherry Hill, NJ , United States
Evan Carpenter
Evan Carpenter		Partner, Portfolio Manager and Investment Analyst at Coho Partners, Ltd.Caldwell, NJ , United States