Coho Partners, Ltd.
- SEC CIK
- 0001350585
- Latest filing
- Oct 14, 2025
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 20, 2021. Long positions only.
- Positions
- 67
- No 13F data for Q4 2020
- Portfolio value
- $6.16B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LOWLowes Companies Inc | Stock | 1,630,345 | $310.1M | 5.0% | – | – | History |
| ROSTRoss Stores, Inc. | COM | 2,464,143 | $295.5M | 4.8% | – | – | History |
| USBUS Bancorp DE | COM NEW | 5,138,536 | $284.2M | 4.6% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 744,503 | $277.0M | 4.5% | – | – | History |
| GPNGlobal Payments Inc | Stock | 1,343,015 | $270.7M | 4.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 1,584,198 | $260.4M | 4.2% | – | – | History |
| CVSCVS Health Corp | Stock | 3,272,021 | $246.2M | 4.0% | – | – | History |
| AMGNAmgen Inc | Stock | 971,951 | $241.8M | 3.9% | – | – | History |
| GWWW.W. Grainger, Inc. | Stock | 594,452 | $238.3M | 3.9% | – | – | History |
| DGDollar General Corp | COM | 1,165,863 | $236.2M | 3.8% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,853,833 | $225.8M | 3.7% | – | – | History |
| KOCoca Cola Co | Stock | 4,234,295 | $223.2M | 3.6% | – | – | History |
| CORCencora, Inc. | Stock | 1,886,985 | $222.8M | 3.6% | – | – | History |
| STTState Street Corp | COM | 2,537,292 | $213.2M | 3.5% | – | – | History |
| MCHPMicrochip Technology Inc | Stock | 1,322,254 | $205.2M | 3.3% | – | – | History |
| MDTMedtronic plc | Stock | 1,718,426 | $203.0M | 3.3% | – | – | History |
| CAGConagra Brands Inc. | Stock | 5,308,907 | $199.6M | 3.2% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 996,302 | $187.8M | 3.0% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 2,288,216 | $176.4M | 2.9% | – | – | History |
| SYYSysco Corp | Stock | 2,172,924 | $171.1M | 2.8% | – | – | History |
| KRKroger Co | Stock | 4,444,945 | $160.0M | 2.6% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 1,781,795 | $158.1M | 2.6% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 2,827,503 | $157.9M | 2.6% | – | – | History |
| CVXChevron Corp | Stock | 1,491,086 | $156.3M | 2.5% | – | – | History |
| SJMJ M SMUCKER Co | Stock | 1,185,040 | $149.9M | 2.4% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 316,884 | $144.6M | 2.3% | – | – | History |
| MOAltria Group, Inc. | Stock | 2,774,771 | $142.0M | 2.3% | – | – | History |
| SWKStanley Black & Decker, Inc. | COM | 707,330 | $141.2M | 2.3% | – | – | History |
| AFLAflac Inc | Stock | 2,400,699 | $122.9M | 2.0% | – | – | History |
| NTRSNorthern Trust Corp | COM | 267,810 | $28.1M | 0.5% | – | – | History |
| CLColgate Palmolive Co | Stock | 311,079 | $24.5M | 0.4% | – | – | History |
| DGXQuest Diagnostics Inc | COM | 146,632 | $18.8M | 0.3% | – | – | History |
| GLDSPDR Gold Trust | ETF | 86,393 | $13.8M | 0.2% | – | – | History |
| PRGOPERRIGO Co plc | SHS | 218,140 | $8.83M | 0.1% | – | – | History |
| RPMRPM International Inc | COM | 87,977 | $8.08M | 0.1% | – | – | History |
| CRICarters Inc | COM | 57,407 | $5.11M | 0.1% | – | – | History |
| Exchange Traded Concepts Tru301505889 | EMQQ EME MAR ETF | 69,645 | $4.45M | 0.1% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 119,508 | $3.88M | 0.1% | – | – | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 83,613 | $3.76M | 0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 21,101 | $2.53M | <0.1% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 8,917 | $1.98M | <0.1% | – | – | History |
| MSFTMicrosoft Corp | Stock | 5,907 | $1.39M | <0.1% | – | – | History |
| HONHoneywell International Inc | COM | 6,080 | $1.32M | <0.1% | – | – | History |
| MMM3M Co | Stock | 6,176 | $1.19M | <0.1% | – | – | History |
| AAPLApple Inc. | Stock | 7,721 | $943.0K | <0.1% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 3,341 | $940.0K | <0.1% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 15,245 | $851.0K | <0.1% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 11,400 | $720.0K | <0.1% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 2,876 | $699.0K | <0.1% | – | – | History |
| BABoeing Co | Stock | 2,363 | $602.0K | <0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 4,318 | $585.0K | <0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,891 | $577.0K | <0.1% | – | – | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,982 | $516.0K | <0.1% | – | – | – |
| DISWalt Disney Co | Stock | 2,717 | $501.0K | <0.1% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,992 | $484.0K | <0.1% | – | – | – |
| KMBKimberly Clark Corp | Stock | 3,300 | $459.0K | <0.1% | – | – | History |
| HSYHershey Co | COM | 2,615 | $414.0K | <0.1% | – | – | History |
| OMCOmnicom Group Inc. | COM | 5,500 | $408.0K | <0.1% | – | – | History |
| AMTAmerican Tower Corp | REIT | 1,655 | $396.0K | <0.1% | – | – | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $386.0K | <0.1% | – | – | History |
| MAMastercard Inc | Stock | 972 | $346.0K | <0.1% | – | – | History |
| WTRGEssential Utilities, Inc. | COM | 7,340 | $328.0K | <0.1% | – | – | History |
| SYKStryker Corp | Stock | 1,201 | $293.0K | <0.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 1,724 | $244.0K | <0.1% | – | – | History |
| RTXRTX Corp | Stock | 2,943 | $227.0K | <0.1% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 790 | $212.0K | <0.1% | – | – | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 1,575 | $205.0K | <0.1% | – | – | – |