Coho Partners Ltd

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Coho Partners Ltd
CRD #111335
SEC #801-60111
CIK #0001350585
AUM $2.2 B (2025-03-24)
Employees 18 (33% Investors, 0% Brokers)
Phone484-318-7575
Address300 Berwyn Park
Berwyn, PA 19312
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
7.56.04.53.01.50.02000200820172026
CIK Period
0001350585
Sector Form 13F Holdings Value ($B)
Ross Stores Inc 0.1
Amerisourcebergen Corp 0.1
Walt Disney Co 0.1
Dr Pepper Snapple Group Inc 0.1
Sysco Corp 0.1
Lowes Companies Inc 0.1
Microchip Technology Inc 0.1
Autozone Inc 0.1
Berkley W R Corp 0.1
Thermo Fisher Scientific Inc 0.0
Kraft Foods Inc 0.0
Service Corporation International 0.0
UnitedHealth Group Inc 0.0
Philip Morris International Inc 0.0
Johnson & Johnson 0.0
Abbott Laboratories 0.0
US Bancorp de 0.0
Medtronic Holdings Ltd 0.0
Marsh & McLennan Companies Inc 0.0
Grainger W W Inc 0.0
State Street Corp 0.0
Chevron Corp 0.0
Coca Cola Co 0.0
Icon PLC /Adr/ 0.0
Air Products & Chemicals Inc /DE/ 0.0
Steris PLC 0.0
Quest Diagnostics Inc 0.0
Global Payments Inc 0.0
United Parcel Service Inc 0.0
Constellation Brands Inc 0.0
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 418 0.5
(b) Individuals (high net worth individuals) 31 0.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 2 0.3
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 0.1
(g) Pension and profit sharing plans 7 0.0
(h) Charitable organizations 44 0.2
(i) State or municipal government entities 6 0.1
(j) Other investment advisers 2 0.4
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 36 0.4
(n) Other 17 0.1
Total 564 2.2
By Discretionary
Discretionary 564 2.2
Non-Discretionary 0 0.0
Total 564 2.2
By Non-United States Persons
Non-United States Persons 0.6
United States Persons 1.6
Total 564 2.2
EDGAR Form CIK 2011 - 2025
13F-HR [0001350585]
Comparable Firms State AUM ($B)
Sandhill Capital Partners LLC
NY 2.2
Resonant Capital Advisors LLC
WI 2.2
International Assets Investment Management LLC
FL 2.2
CKW Financial Group LLC
HI 2.2
Glassman Wealth Services LLC
VA 2.2
Maple Capital Management Inc
VT 2.2
Tributary Capital Management LLC
NE 2.2
Moody Lynn Lieberson & Walker LLC
MA 2.2
Rockwood Wealth Management LLC
PA 2.2
Drive Wealth Management LLC
UT 2.2
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