로우즈 컴퍼니즈, Inc.
US ˙ NYSE ˙ US5486611073

SecurityLOW / Lowe's Companies, Inc.
InstitutionCoho Partners, Ltd.
Latest Disclosed Ownership136,002 shares
Latest Disclosed Value $ 34,178,744
Coho Partners, Ltd. reports 42.63% decrease in ownership of LOW / Lowe's Companies, Inc.

On October 14, 2025 - Coho Partners, Ltd. filed a 13F-HR form disclosing ownership of 136,002 shares of Lowe's Companies, Inc. (US:LOW) valued at $34,178,663 USD as of September 30, 2025. The entity filed a previous 13F-HR on July 29, 2025 disclosing 237,047 shares of Lowe's Companies, Inc.. This represents a change in shares of -42.63% during the quarter. The current value of the position is $28,661,061 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2025-10-14 2025-09-30 13F Lowes Companies COM 548661107 136,002 -101,045 -42.63 34,179 -35.01 4.3867
2025-07-29 2025-06-30 13F Lowes Companies COM 548661107 237,047 -42,290 -15.14 52,594 -19.27 3.9161
2025-04-22 2025-03-31 13F Lowes Companies COM 548661107 279,337 -112,655 -28.74 65,150 -32.66 3.9331
2025-01-30 2024-12-31 13F Lowes Companies COM 548661107 391,992 -175,296 -30.90 96,744 -37.04 4.4483
2024-10-22 2024-09-30 13F Lowes Companies COM 548661107 567,288 -83,531 -12.83 153,650 7.09 5.6051
2024-07-31 2024-06-30 13F Lowes Companies COM 548661107 650,819 -209,607 -24.36 143,479 -34.54 5.0037
2024-05-09 2024-03-31 13F Lowes Companies COM 548661107 860,426 -97,750 -10.20 219,176 2.78 5.3812
2024-01-09 2023-12-31 13F LOWE'S COMPANIES COM 548661107 958,176 -193,985 -16.84 213,242 -10.95 4.9611
2023-10-24 2023-09-30 13F LOWE'S COMPANIES COM 548661107 1,152,161 -117,783 -9.27 239,465 -16.45 5.1004
2023-07-24 2023-06-30 13F LOWE'S COMPANIES COM 548661107 1,269,944 -57,988 -4.37 286,626 7.94 5.1986
2023-04-25 2023-03-31 13F LOWE'S COMPANIES COM 548661107 1,327,932 -16,302 -1.21 265,547 99,355.43 4.5883
2023-01-11 2022-12-31 13F LOWE'S COMPANIES COM 548661107 1,344,234 2,087 0.16 268 -99.89 4.5405
2022-10-07 2022-09-30 13F LOWE'S COMPANIES COM 548661107 1,342,147 48,730 3.77 252,069 11.57 4.7390
2022-07-21 2022-06-30 13F LOWE'S COMPANIES COM 548661107 1,293,417 76,365 6.27 225,921 -8.19 4.2108
2022-04-27 2022-03-31 13F LOWE'S COMPANIES COM 548661107 1,217,052 -37,569 -2.99 246,076 -24.12 4.0512
2022-01-14 2021-12-31 13F LOWE'S COMPANIES COM 548661107 1,254,621 -359,364 -22.27 324,294 -0.95 5.1001
2021-10-20 2021-09-30 13F LOWE'S COMPANIES COM 548661107 1,613,985 -28,306 -1.72 327,413 2.78 5.3098
2021-07-20 2021-06-30 13F LOWE'S COMPANIES COM 548661107 1,642,291 11,946 0.73 318,555 2.74 4.9866
2021-04-20 2021-03-31 13F LOWE'S COMPANIES COM 548661107 1,630,345 -14,179 -0.86 310,059 17.46 5.0331
2021-01-27 2020-12-31 13F LOWE'S COMPANIES COM 548661107 1,644,524 70,314 4.47 263,963 1.10 4.5747
2020-11-02 2020-09-30 13F LOWE'S COMPANIES COM 548661107 1,574,210 -191,799 -10.86 261,099 9.42 5.3334
2020-07-28 2020-06-30 13F LOWE'S COMPANIES COM 548661107 1,766,009 -165,425 -8.56 238,623 43.58 5.1850
2020-04-27 2020-03-31 13F LOWE'S COMPANIES COM 548661107 1,931,434 183,168 10.48 166,200 -20.62 4.2643
2020-01-29 2019-12-31 13F LOWE'S COMPANIES COM 548661107 1,748,266 57,141 3.38 209,372 12.59 4.2960
2019-10-29 2019-09-30 13F LOWE'S COMPANIES COM 548661107 1,691,125 -67,682 -3.85 185,956 4.78 4.3908
2019-08-08 2019-06-30 13F LOWE'S COMPANIES COM 548661107 1,758,807 -46,016 -2.55 177,481 -10.17 4.1692
2019-04-26 2019-03-31 13F LOWE'S COMPANIES COM 548661107 1,804,823 52,109 2.97 197,574 22.05 4.4611
2019-02-04 2018-12-31 13F LOWE'S COMPANIES COM 548661107 1,752,714 64,523 3.82 161,881 -16.49 4.0988
2018-10-29 2018-09-30 13F LOWE'S COMPANIES COM 548661107 1,688,191 -41,242 -2.38 193,838 17.28 4.5953
2018-08-03 2018-06-30 13F LOWE'S COMPANIES COM 548661107 1,729,433 49,451 2.94 165,282 12.12 4.0702
2018-05-09 2018-03-31 13F LOWE'S COMPANIES COM 548661107 1,679,982 -583,985 -25.79 147,418 -29.94 3.8743
2018-01-30 2017-12-31 13F LOWE'S COMPANIES COM 548661107 2,263,967 -91,616 -3.89 210,413 11.74 5.2060
2017-11-14 2017-09-30 13F LOWE'S COMPANIES COM 548661107 2,355,583 351,366 17.53 188,305 21.18 4.8285
2017-08-07 2017-06-30 13F LOWE'S COMPANIES COM 548661107 2,004,217 418,267 26.37 155,387 19.18 3.8836
2017-05-12 2017-03-31 13F LOWE'S COMPANIES COM 548661107 1,585,950 68,743 4.53 130,381 20.83 4.2475
2017-02-10 2016-12-31 13F LOWE'S COMPANIES COM 548661107 1,517,207 775,179 104.47 107,904 101.38 3.7649
2016-11-14 2016-09-30 13F LOWE'S COMPANIES COM 548661107 742,028 9,988 1.36 53,582 -7.55 1.9260
2016-08-05 2016-06-30 13F LOWES COMPANIES COM 548661107 732,040 70,089 10.59 57,956 15.58 2.1077
2016-05-11 2016-03-31 13F LOWES COMPANIES COM 548661107 661,951 19,773 3.08 50,143 2.69 2.0725
2016-02-10 2015-12-31 13F LOWES COMPANIES COM 548661107 642,178 8,676 1.37 48,831 11.84 2.1562
2015-11-10 2015-09-30 13F LOWES COMPANIES COM 548661107 633,502 88,193 16.17 43,661 19.56 2.0769
2015-07-29 2015-06-30 13F LOWES COMPANIES COM 548661107 545,309 -5,767 -1.05 36,519 -10.92 1.9166
2015-05-12 2015-03-31 13F LOWES COMPANIES COM 548661107 551,076 -409,783 -42.65 40,995 -37.99 2.1043
2015-02-11 2014-12-31 13F LOWES COMPANIES COM 548661107 960,859 46,088 5.04 66,107 36.56 3.7417
2014-10-29 2014-09-30 13F LOWES COMPANIES COM 548661107 914,771 23,035 2.58 48,410 13.12 3.0879
2014-07-28 2014-06-30 13F LOWES COMPANIES COM 548661107 891,736 68,280 8.29 42,794 6.28 2.8874
2014-04-22 2014-03-31 13F LOWES COMPANIES COM 548661107 823,456 86,222 11.70 40,267 10.23 2.9808
2014-01-30 2013-12-31 13F/A-1 LOWES COMPANIES COM 548661107 737,234 9,293 1.28 36,530 5.40 3.0844
2014-01-28 2013-12-31 13F LOWES COMPANIES COM 548661107 727,941 34,657
2013-10-21 2013-09-30 13F LOWES COMPANIES COM 548661107 727,941 31,530 4.53 34,657 21.68 3.1888
2013-07-31 2013-06-30 13F LOWES COMPANIES COM 548661107 696,411 696,411 28,483 2.8425
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.