COERENTE CAPITAL MANAGEMENT holdings history

46 is the total number of securities COERENTE CAPITAL MANAGEMENT has owned. The longest COERENTE CAPITAL MANAGEMENT has owned a single stock is 11 quarters.

COERENTE CAPITAL MANAGEMENT historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MSFT MICROSOFT CORP11117.80%8.82%9.88%Q1 2021Q3 202311
GOOGL ALPHABET INC11116.05%7.81%8.67%Q1 2021Q3 202311
ADP AUTOMATIC DATA PROCESS...11115.20%5.68%6.29%Q1 2021Q3 202311
JNJ JOHNSON & JOHNSON11115.03%5.60%6.22%Q1 2021Q3 202311
ABT ABBOTT LABS11114.89%5.57%6.23%Q1 2021Q3 202311
PFE PFIZER INC11114.05%5.23%6.52%Q1 2021Q3 202311
PEP PEPSICO INC11114.09%4.85%5.54%Q1 2021Q3 202311
FISV FISERV INC11114.25%4.83%5.50%Q1 2021Q3 202311
CMCSA COMCAST CORP NEW11113.80%4.81%5.62%Q1 2021Q3 202311
ITW ILLINOIS TOOL WKS INC11113.94%4.57%5.50%Q1 2021Q3 202311
STZ CONSTELLATION BRANDS INC11113.80%4.53%5.01%Q1 2021Q3 202311
CL COLGATE PALMOLIVE CO11113.79%4.19%4.58%Q1 2021Q3 202311
SBUX STARBUCKS CORP11113.44%4.10%4.75%Q1 2021Q3 202311
TFC TRUIST FINL CORP11112.33%3.77%4.43%Q1 2021Q3 202311
AMZN AMAZON COM INC11112.28%3.51%4.26%Q1 2021Q3 202311
V VISA INC11112.63%3.23%3.65%Q1 2021Q3 202311
USB US BANCORP DEL11112.55%3.16%3.66%Q1 2021Q3 202311
CVS CVS HEALTH CORP11110.56%3.00%3.96%Q1 2021Q3 202311
SAP SAP SE11111.93%2.89%3.58%Q1 2021Q3 202311
EOG EOG RES INC11111.89%2.52%3.32%Q1 2021Q3 202311
VOO VANGUARD INDEX FDS11111.06%1.15%1.24%Q1 2021Q3 202311
JPM JPMORGAN CHASE & CO11110.91%1.07%1.33%Q1 2021Q3 202311
CVX CHEVRON CORP NEW11110.56%0.70%0.85%Q1 2021Q3 202311
PG PROCTER AND GAMBLE CO11110.40%0.44%0.49%Q1 2021Q3 202311
XOM EXXON MOBIL CORP11110.12%0.17%0.23%Q1 2021Q3 202311
GOOG ALPHABET INC11110.12%0.16%0.18%Q1 2021Q3 202311
BRKB BERKSHIRE HATHAWAY INC...11110.10%0.11%0.14%Q1 2021Q3 202311
VTRS VIATRIS INC11110.06%0.10%0.17%Q1 2021Q3 202311
MRK MERCK & CO. INC11110.08%0.10%0.12%Q1 2021Q3 202311
BDX BECTON DICKINSON & CO11110.09%0.10%0.11%Q1 2021Q3 202311
AAPL APPLE INC11110.07%0.08%0.10%Q1 2021Q3 202311
KMB KIMBERLY-CLARK CORP11110.06%0.07%0.08%Q1 2021Q3 202311
FMX FOMENTO ECONOMICO MEXI...10101.59%2.13%2.55%Q1 2021Q2 202310
EMR EMERSON ELEC CO540.04%0.05%0.05%Q1 2021Q3 20239
VO VANGUARD INDEX FDS520.04%0.05%0.05%Q1 2021Q1 20237
SHELL PLC550.12%0.41%0.50%Q1 2022Q1 20235
MMM 3M CO550.04%0.05%0.07%Q1 2021Q1 20225
RDSB ROYAL DUTCH SHELL PLC440.45%0.58%0.66%Q1 2021Q4 20214
RDSA ROYAL DUTCH SHELL PLC440.24%0.38%0.47%Q1 2021Q4 20214
DEO DIAGEO PLC330.04%0.04%0.04%Q2 2021Q4 20213
WBA WALGREENS BOOTS ALLIAN...220.04%1.15%2.26%Q1 2021Q2 20212
FMS FRESENIUS MED CARE AG&...220.05%0.46%0.87%Q1 2021Q2 20212
SLB SCHLUMBERGER LTD110.03%0.05%0.07%Q1 2021Q3 20212
ULTA ULTA BEAUTY INC112.02%2.02%2.02%Q3 2023Q3 20231
IAT ISHARES TR110.08%0.08%0.08%Q3 2023Q3 20231
UNH UNITEDHEALTH GROUP INC110.05%0.05%0.05%Q2 2023Q2 20231

The securities at the top of the list , including MICROSOFT CORP, ALPHABET INC, and AUTOMATIC DATA PROCESSING IN, are the highest-conviction holdings of COERENTE CAPITAL MANAGEMENT.

The conviction is calculated by counting the number of quarters a security has been reported by COERENTE CAPITAL MANAGEMENT. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that COERENTE CAPITAL MANAGEMENT owns currently or has owned in the past.