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.
- Q1 2015: Stock GWW; Country of operation United States; Class COM; Shares before 1,269.
- Q1 2015: Stock UNH; Country of operation United States; Class COM; Shares before 687,454.
- Q1 2015: Stock SJM; Country of operation United States; Class COM; Shares before 671,122.
- Q1 2015: Stock MCHP; Country of operation United States; Class COM; Shares before 1,671,146.
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 |
|---|
| Q1 2015 | GWW
W. W. GRAINGER, INC. | United States | COM | 1,269 | 214,590 | +213,321 | $323,000 | $50,602,000 | +$50,279,000 | 2015-05-12 |
|---|
| Q1 2015 | UNH
UNITEDHEALTH GROUP INC. | United States | COM | 687,454 | 751,058 | +63,604 | $69,495,000 | $88,843,000 | +$19,348,000 | 2015-05-12 |
|---|
| Q1 2015 | SJM
THE J.M. SMUCKER CO. | United States | COM | 671,122 | 739,611 | +68,489 | $67,770,000 | $85,595,000 | +$17,825,000 | 2015-05-12 |
|---|
| Q1 2015 | MCHP
MICROCHIP TECH INC. | United States | COM | 1,671,146 | 1,834,552 | +163,406 | $75,385,000 | $89,710,000 | +$14,325,000 | 2015-05-12 |
|---|
| Q1 2015 | CFR
CULLEN FROST BANKERS, INC. | United States | COM | 465,579 | 669,067 | +203,488 | $32,889,000 | $46,219,000 | +$13,330,000 | 2015-05-12 |
|---|
| Q1 2015 | ABT
ABBOTT LABORATORIES | United States | COM | 1,810,156 | 1,995,201 | +185,045 | $81,493,000 | $92,438,000 | +$10,945,000 | 2015-05-12 |
|---|
| Q1 2015 | ITW
ILLINOIS TOOL WORKS INC. | United States | COM | 845,262 | 934,101 | +88,839 | $80,046,000 | $90,739,000 | +$10,693,000 | 2015-05-12 |
|---|
| Q1 2015 | OMC
OMNICOM GROUP INC. | United States | COM | 1,080,789 | 1,193,065 | +112,276 | $83,729,000 | $93,035,000 | +$9,306,000 | 2015-05-12 |
|---|
| Q1 2015 | AMGN
AMGEN INC. | United States | COM | 418,004 | 464,065 | +46,061 | $66,584,000 | $74,181,000 | +$7,597,000 | 2015-05-12 |
|---|
| Q1 2015 | MMM
3M COMPANY | United States | COM | 392,370 | 435,109 | +42,739 | $64,474,000 | $71,771,000 | +$7,297,000 | 2015-05-12 |
|---|
| Q1 2015 | ADP
AUTOMATIC DATA PROCESSING INC. | United States | COM | 661,632 | 725,603 | +63,971 | $55,160,000 | $62,141,000 | +$6,981,000 | 2015-05-12 |
|---|
| Q1 2015 | BDX
BECTON DICKINSON & CO. | United States | COM | 390,980 | 422,653 | +31,673 | $54,409,000 | $60,689,000 | +$6,280,000 | 2015-05-12 |
|---|
| Q1 2015 | MRSH
MARSH & MCLENNAN CO. | United States | COM | 1,149,606 | 1,268,957 | +119,351 | $65,803,000 | $71,176,000 | +$5,373,000 | 2015-05-12 |
|---|
| Q1 2015 | WMT
WAL-MART STORES INC. | United States | COM | 889,234 | 975,733 | +86,499 | $76,367,000 | $80,254,000 | +$3,887,000 | 2015-05-12 |
|---|
| Q1 2015 | JNJ
JOHNSON & JOHNSON | United States | COM | 645,208 | 706,951 | +61,743 | $67,469,000 | $71,119,000 | +$3,650,000 | 2015-05-12 |
|---|
| Q1 2015 | SYY
SYSCO CORP. | United States | COM | 1,814,730 | 1,993,401 | +178,671 | $72,027,000 | $75,211,000 | +$3,184,000 | 2015-05-12 |
|---|
| Q1 2015 | PM
PHILIP MORRIS INTL INC. COM | United States | COM | 809,021 | 913,435 | +104,414 | $65,895,000 | $68,809,000 | +$2,914,000 | 2015-05-12 |
|---|
| Q1 2015 | STT
STATE STREET CORP. | United States | COM | 1,053,344 | 1,158,342 | +104,998 | $82,688,000 | $85,173,000 | +$2,485,000 | 2015-05-12 |
|---|
| Q1 2015 | CVX
CHEVRON CORPORATION | United States | COM | 380,229 | 426,160 | +45,931 | $42,654,000 | $44,738,000 | +$2,084,000 | 2015-05-12 |
|---|
| Q1 2015 | OXY
OCCIDENTAL PETROLEUM CORP. | United States | COM | 799,259 | 904,919 | +105,660 | $64,428,000 | $66,059,000 | +$1,631,000 | 2015-05-12 |
|---|
| Q1 2015 | BAX
BAXTER INTERNATIONAL INC. | United States | COM | 490,623 | 546,749 | +56,126 | $35,958,000 | $37,452,000 | +$1,494,000 | 2015-05-12 |
|---|
| Q1 2015 | PG
PROCTER & GAMBLE CO. | United States | COM | 719,855 | 795,468 | +75,613 | $65,572,000 | $65,181,000 | -$391,000 | 2015-05-12 |
|---|
| Q1 2015 | HONZZZZ
HONEYWELL | | COM | 5,132 | 6,132 | +1,000 | $513,000 | $640,000 | +$127,000 | 2015-05-12 |
|---|
| Q1 2015 | PFE
PFIZER INC. | United States | COM | 13,248 | 13,748 | +500 | $413,000 | $478,000 | +$65,000 | 2015-05-12 |
|---|
| Q1 2015 | BA
BOEING CO. | United States | COM | 2,313 | 2,413 | +100 | $301,000 | $362,000 | +$61,000 | 2015-05-12 |
|---|
| Q1 2015 | KMI
KINDER MORGAN INC | United States | COM | 25,468 | 25,716 | +248 | $1,078,000 | $1,082,000 | +$4,000 | 2015-05-12 |
|---|