Coho Partners, Ltd. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 20 quarters from 2013-06-30 to 2025-09-30, Coho Partners, Ltd. opened 40 positions, added to 319, reduced 340 and sold out of 67.
- Q2 2014: Stock OXY; Country of operation United States; Class COM; Shares before 605,489.
- Q2 2014: Stock ABT; Country of operation United States; Class COM; Shares before 1,543,889.
- Q2 2014: Stock ITW; Country of operation United States; Class COM; Shares before 725,624.
- Q2 2014: Stock SJM; Country of operation United States; Class COM; Shares before 436,000.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1350585), 20 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-22); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-05); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-10); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-10); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-29); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-12); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-11); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-29); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-28); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-22); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-30); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2005-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2014 | OXY OCCIDENTAL PETROLEUM CORP. | United States | COM | 605,489 | 640,228 | +34,739 | $57,697,000 | $65,707,000 | +$8,010,000 | 2014-07-28 |
|---|
| Q2 2014 | ABT ABBOTT LABORATORIES | United States | COM | 1,543,889 | 1,636,545 | +92,656 | $59,455,000 | $66,935,000 | +$7,480,000 | 2014-07-28 |
|---|
| Q2 2014 | ITW ILLINOIS TOOL WORKS INC. | United States | COM | 725,624 | 755,283 | +29,659 | $59,015,000 | $66,133,000 | +$7,118,000 | 2014-07-28 |
|---|
| Q2 2014 | SJM JM SMUCKER CO. | United States | COM | 436,000 | 460,815 | +24,815 | $42,397,000 | $49,109,000 | +$6,712,000 | 2014-07-28 |
|---|
| Q2 2014 | JNJ JOHNSON & JOHNSON | United States | COM | 559,001 | 582,041 | +23,040 | $54,911,000 | $60,893,000 | +$5,982,000 | 2014-07-28 |
|---|
| Q2 2014 | CVX CHEVRON CORPORATION | United States | COM | 323,240 | 338,963 | +15,723 | $38,437,000 | $44,252,000 | +$5,815,000 | 2014-07-28 |
|---|
| Q2 2014 | SYY SYSCO CORP. | United States | COM | 1,543,387 | 1,636,625 | +93,238 | $55,763,000 | $61,292,000 | +$5,529,000 | 2014-07-28 |
|---|
| Q2 2014 | MMM 3M COMPANY | United States | COM | 335,072 | 352,940 | +17,868 | $45,456,000 | $50,555,000 | +$5,099,000 | 2014-07-28 |
|---|
| Q2 2014 | MRSH MARSH & MCLENNAN CO. | United States | COM | 991,275 | 1,033,542 | +42,267 | $48,870,000 | $53,558,000 | +$4,688,000 | 2014-07-28 |
|---|
| Q2 2014 | PM PHILIP MORRIS INTL INC. COM | United States | COM | 586,000 | 620,409 | +34,409 | $47,976,000 | $52,307,000 | +$4,331,000 | 2014-07-28 |
|---|
| Q2 2014 | ADP AUTOMATIC DATA PROCESSING INC. | United States | COM | 563,155 | 601,479 | +38,324 | $43,509,000 | $47,685,000 | +$4,176,000 | 2014-07-28 |
|---|
| Q2 2014 | BDX BECTON DICKINSON & CO. | United States | COM | 468,035 | 493,752 | +25,717 | $54,798,000 | $58,411,000 | +$3,613,000 | 2014-07-28 |
|---|
| Q2 2014 | MCHP MICROCHIP TECH INC. | United States | COM | 1,042,041 | 1,093,263 | +51,222 | $49,768,000 | $53,362,000 | +$3,594,000 | 2014-07-28 |
|---|
| Q2 2014 | CVS CVS CAREMARK CORP. | United States | COM | 869,565 | 909,653 | +40,088 | $65,096,000 | $68,561,000 | +$3,465,000 | 2014-07-28 |
|---|
| Q2 2014 | APD AIR PRODUCTS | United States | COM | 228,447 | 233,983 | +5,536 | $27,194,000 | $30,095,000 | +$2,901,000 | 2014-07-28 |
|---|
| Q2 2014 | UNH UNITEDHEALTH GROUP INC. | United States | COM | 583,390 | 616,526 | +33,136 | $47,832,000 | $50,401,000 | +$2,569,000 | 2014-07-28 |
|---|
| Q2 2014 | LOW LOWES COMPANIES INC. | United States | COM | 823,456 | 891,736 | +68,280 | $40,267,000 | $42,794,000 | +$2,527,000 | 2014-07-28 |
|---|
| Q2 2014 | CFR CULLEN FROST BANKERS, INC. | United States | COM | 388,460 | 406,214 | +17,754 | $30,117,000 | $32,262,000 | +$2,145,000 | 2014-07-28 |
|---|
| Q2 2014 | OMC OMNICOM GROUP INC. | United States | COM | 702,061 | 741,843 | +39,782 | $50,970,000 | $52,834,000 | +$1,864,000 | 2014-07-28 |
|---|
| Q2 2014 | PG PROCTER & GAMBLE CO. | United States | COM | 604,395 | 639,519 | +35,124 | $48,714,000 | $50,260,000 | +$1,546,000 | 2014-07-28 |
|---|
| Q2 2014 | STT STATE STREET CORP. | United States | COM | 903,784 | 955,602 | +51,818 | $62,858,000 | $64,274,000 | +$1,416,000 | 2014-07-28 |
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| Q2 2014 | AMGN AMGEN INC. | United States | COM | 481,212 | 512,234 | +31,022 | $59,353,000 | $60,633,000 | +$1,280,000 | 2014-07-28 |
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| Q2 2014 | WMT WAL-MART STORES INC. | United States | COM | 535,302 | 560,151 | +24,849 | $40,913,000 | $42,051,000 | +$1,138,000 | 2014-07-28 |
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| Q2 2014 | KO COCA COLA CO. | United States | COM | 228,561 | 234,285 | +5,724 | $8,836,000 | $9,924,000 | +$1,088,000 | 2014-07-28 |
|---|
| Q2 2014 | IBM INTERNATIONAL BUSINESS MACHINE | United States | COM | 313,673 | 329,875 | +16,202 | $60,379,000 | $59,796,000 | -$583,000 | 2014-07-28 |
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