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.
- Q3 2014: Stock WMT; Country of operation United States; Class COM; Shares before 560,151.
- Q3 2014: Stock OMC; Country of operation United States; Class COM; Shares before 741,843.
- Q3 2014: Stock SJM; Country of operation United States; Class COM; Shares before 460,815.
- Q3 2014: Stock STT; Country of operation United States; Class COM; Shares before 955,602.
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 |
|---|
| Q3 2014 | WMT
WAL-MART STORES INC. | United States | COM | 560,151 | 836,412 | +276,261 | $42,051,000 | $63,960,000 | +$21,909,000 | 2014-10-29 |
|---|
| Q3 2014 | OMC
OMNICOM GROUP INC. | United States | COM | 741,843 | 1,014,057 | +272,214 | $52,834,000 | $69,828,000 | +$16,994,000 | 2014-10-29 |
|---|
| Q3 2014 | SJM
JM SMUCKER CO. | United States | COM | 460,815 | 627,097 | +166,282 | $49,109,000 | $62,076,000 | +$12,967,000 | 2014-10-29 |
|---|
| Q3 2014 | STT
STATE STREET CORP. | United States | COM | 955,602 | 992,494 | +36,892 | $64,274,000 | $73,057,000 | +$8,783,000 | 2014-10-29 |
|---|
| Q3 2014 | CVS
CVS HEALTH CORPORATION | United States | COM | 909,653 | 945,112 | +35,459 | $68,561,000 | $75,221,000 | +$6,660,000 | 2014-10-29 |
|---|
| Q3 2014 | PG
PROCTER & GAMBLE CO. | United States | COM | 639,519 | 674,822 | +35,303 | $50,260,000 | $56,510,000 | +$6,250,000 | 2014-10-29 |
|---|
| Q3 2014 | LOW
LOWES COMPANIES INC. | United States | COM | 891,736 | 914,771 | +23,035 | $42,794,000 | $48,410,000 | +$5,616,000 | 2014-10-29 |
|---|
| Q3 2014 | IBM
INTERNATIONAL BUSINESS MACHINE | United States | COM | 329,875 | 343,917 | +14,042 | $59,796,000 | $65,286,000 | +$5,490,000 | 2014-10-29 |
|---|
| Q3 2014 | UNH
UNITEDHEALTH GROUP INC. | United States | COM | 616,526 | 646,215 | +29,689 | $50,401,000 | $55,736,000 | +$5,335,000 | 2014-10-29 |
|---|
| Q3 2014 | ADP
AUTOMATIC DATA PROCESSING INC. | United States | COM | 601,479 | 623,995 | +22,516 | $47,685,000 | $51,841,000 | +$4,156,000 | 2014-10-29 |
|---|
| Q3 2014 | ABT
ABBOTT LABORATORIES | United States | COM | 1,636,545 | 1,704,500 | +67,955 | $66,935,000 | $70,890,000 | +$3,955,000 | 2014-10-29 |
|---|
| Q3 2014 | SYY
SYSCO CORP. | United States | COM | 1,636,625 | 1,709,896 | +73,271 | $61,292,000 | $64,891,000 | +$3,599,000 | 2014-10-29 |
|---|
| Q3 2014 | JNJ
JOHNSON & JOHNSON | United States | COM | 582,041 | 604,420 | +22,379 | $60,893,000 | $64,425,000 | +$3,532,000 | 2014-10-29 |
|---|
| Q3 2014 | MRSH
MARSH & MCLENNAN CO. | United States | COM | 1,033,542 | 1,080,639 | +47,097 | $53,558,000 | $56,561,000 | +$3,003,000 | 2014-10-29 |
|---|
| Q3 2014 | CVX
CHEVRON CORPORATION | United States | COM | 338,963 | 353,663 | +14,700 | $44,252,000 | $42,199,000 | -$2,053,000 | 2014-10-29 |
|---|
| Q3 2014 | PM
PHILIP MORRIS INTL INC. COM | United States | COM | 620,409 | 648,936 | +28,527 | $52,307,000 | $54,121,000 | +$1,814,000 | 2014-10-29 |
|---|
| Q3 2014 | MMM
3M COMPANY | United States | COM | 352,940 | 367,775 | +14,835 | $50,555,000 | $52,106,000 | +$1,551,000 | 2014-10-29 |
|---|
| Q3 2014 | OXY
OCCIDENTAL PETROLEUM CORP. | United States | COM | 640,228 | 674,421 | +34,193 | $65,707,000 | $64,846,000 | -$861,000 | 2014-10-29 |
|---|
| Q3 2014 | ITW
ILLINOIS TOOL WORKS INC. | United States | COM | 755,283 | 793,513 | +38,230 | $66,133,000 | $66,988,000 | +$855,000 | 2014-10-29 |
|---|
| Q3 2014 | MCHP
MICROCHIP TECH INC. | United States | COM | 1,093,263 | 1,147,753 | +54,490 | $53,362,000 | $54,208,000 | +$846,000 | 2014-10-29 |
|---|
| Q3 2014 | BDX
BECTON DICKINSON & CO. | United States | COM | 493,752 | 516,912 | +23,160 | $58,411,000 | $58,830,000 | +$419,000 | 2014-10-29 |
|---|
| Q3 2014 | KO
COCA COLA CO. | United States | COM | 234,285 | 240,413 | +6,128 | $9,924,000 | $10,256,000 | +$332,000 | 2014-10-29 |
|---|
| Q3 2014 | CFR
CULLEN FROST BANKERS, INC. | United States | COM | 406,214 | 424,755 | +18,541 | $32,262,000 | $32,498,000 | +$236,000 | 2014-10-29 |
|---|