Coho Partners’s Air Products & Chemicals APD Stock Holding History

Coho Partners’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$17.1M	Sell	62,775 -48,185	-43%	-$13.9M	2.2%	25
2025 Q2	$31.3M	Sell	110,960 -20,546	-16%	-$5.62M	2.33%	25
2025 Q1	$38.8M	Sell	131,506 -57,850	-31%	-$17.8M	2.34%	26
2024 Q4	$54.9M	Sell	189,356 -29,955	-14%	-$9.41M	2.53%	25
2024 Q3	$65.3M	Sell	219,311 -27,900	-11%	-$7.63M	2.38%	27
2024 Q2	$63.8M	Sell	247,211 -74,168	-23%	-$18.8M	2.22%	26
2024 Q1	$77.9M	Buy	321,379 +318,179	+9,943%	+$78M	1.91%	28
2023 Q4	$876K	Hold	3,200	–	–	0.02%	51
2023 Q3	$907K	Sell	3,200 -40	-1%	-$11.7K	0.02%	44
2023 Q2	$970K	Hold	3,240	–	–	0.02%	47
2023 Q1	$931K	Hold	3,240	–	–	0.02%	48
2022 Q4	$999K	Hold	3,240	–	–	0.02%	52
2022 Q3	$754K	Hold	3,240	–	–	0.01%	49
2022 Q2	$779K	Hold	3,240	–	–	0.01%	48
2022 Q1	$810K	Hold	3,240	–	–	0.01%	47
2021 Q4	$986K	Sell	3,240 -56	-2%	-$16.4K	0.02%	50
2021 Q3	$844K	Hold	3,296	–	–	0.01%	46
2021 Q2	$948K	Sell	3,296 -45	-1%	-$13.2K	0.01%	45
2021 Q1	$940K	Hold	3,341	–	–	0.02%	46
2020 Q4	$913K	Hold	3,341	–	–	0.02%	45
2020 Q3	$995K	Hold	3,341	–	–	0.02%	41
2020 Q2	$807K	Hold	3,341	–	–	0.02%	42
2020 Q1	$667K	Hold	3,341	–	–	0.02%	44
2019 Q4	$785K	Hold	3,341	–	–	0.02%	50
2019 Q3	$741K	Hold	3,341	–	–	0.02%	43
2019 Q2	$756K	Hold	3,341	–	–	0.02%	38
2019 Q1	$638K	Hold	3,341	–	–	0.01%	38
2018 Q4	$535K	Hold	3,341	–	–	0.01%	39
2018 Q3	$558K	Hold	3,341	–	–	0.01%	40
2018 Q2	$520K	Sell	3,341 -32	-0.9%	-$5.23K	0.01%	40
2018 Q1	$536K	Hold	3,373	–	–	0.01%	40
2017 Q4	$553K	Hold	3,373	–	–	0.01%	41
2017 Q3	$510K	Hold	3,373	–	–	0.01%	39
2017 Q2	$483K	Hold	3,373	–	–	0.01%	40
2017 Q1	$456K	Hold	3,373	–	–	0.01%	37
2016 Q4	$485K	Sell	3,373 -273	-7%	-$38.2K	0.02%	40
2016 Q3	$507K	Hold	3,646	–	–	0.02%	44
2016 Q2	$479K	Hold	3,646	–	–	0.02%	45
2016 Q1	$486K	Sell	3,646 -162	-4%	-$19.6K	0.02%	42
2015 Q4	$458K	Hold	3,808	–	–	0.02%	45
2015 Q3	$449K	Hold	3,808	–	–	0.02%	47
2015 Q2	$482K	Hold	3,808	–	–	0.03%	38
2015 Q1	$533K	Hold	3,808	–	–	0.03%	37
2014 Q4	$508K	Buy	3,808 +162	+4%	+$20.5K	0.03%	37
2014 Q3	$439K	Sell	3,646 -249,290	-99%	-$30.5M	0.03%	36
2014 Q2	$30.1M	Buy	252,936 +5,985	+2%	+$668K	2.03%	27
2014 Q1	$27.2M	Buy	246,951 +23,145	+10%	+$2.46M	2.01%	27
2013 Q4	$23.1M	Buy	223,806 +477	+0.2%	+$48.1K	1.95%	25
2013 Q3	$22M	Sell	223,329 -112,417	-33%	-$10.7M	2.03%	27
2013 Q2	$28.4M	Buy	+335,746	New	+$28.2M	2.84%	24

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coho Partners's APD Position: Q3 2025 in Review

Coho Partners reduced its Air Products & Chemicals (APD) stake by 43% in Q3 2025, selling an estimated $13.9M and leaving 62,775 shares worth $17.1M. The position accounts for 2.2% of the portfolio, ranked #25.

Coho Partners first reported a position in APD in Q2 2013 and has held it in 50 quarters since. The position peaked at $77.9M in Q1 2024. 1,701 funds tracked by Wall St. Rank hold APD as of Q3 2025.

Coho Partners held 62,775 shares of Air Products & Chemicals worth $17.1M as of Q3 2025.
Coho Partners sold 48,185 Air Products & Chemicals shares in Q3 2025, an estimated $13.9M.
Air Products & Chemicals made up 2.2% of Coho Partners's portfolio in Q3 2025, its #25 holding.
Coho Partners first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 50 quarters since.
Coho Partners's Air Products & Chemicals position peaked at $77.9M in Q1 2024.
1,701 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2025.

Based on Coho Partners's 13F filing for Q3 2025, filed 14 Oct 2025.