Highest conviction stocks in Consumer Defensive

Explore which Consumer Defensive stocks represent the largest share of aggregate reported portfolio value across all institutional 13F filers in our dataset. Leading names include WALMART INC (WMT), COSTCO WHOLESALE CORPORATION (COST), COCA COLA CO (KO), PHILIP MORRIS INTL INC (PM). These rankings aggregate SEC 13F filings from all institutional investors in our database.

Aggregate portfolio weight

Top symbols by share of aggregate reported portfolio value.

Highest conviction stocks

Ranked by aggregate portfolio weight across all institutional filers.

Symbol Name Stocks owned Total percentage by value
WMT WALMART INC 3601 12.16%
COST COSTCO WHOLESALE CORPORATION 3145 10.16%
KO COCA COLA CO 2728 9.53%
PM PHILIP MORRIS INTL INC 2278 7.96%
PG PROCTER & GAMBLE CO 3004 7.60%
PEP PEPSICO INC 2726 5.13%
MO ALTRIA GROUP INC 2049 2.82%
MDLZ MONDELEZ INTL INC 1369 2.22%
CL COLGATE PALMOLIVE CO 1483 2.20%
MNST MONSTER BEVERAGE CORP NEW 986 1.99%
TGT TARGET CORP 1461 1.83%
KDP KEURIG DR PEPPER INC 658 1.75%
KMB KIMBERLY-CLARK CORP 1226 1.26%
SYY SYSCO CORP 1251 1.25%
KVUE KENVUE INC 813 1.23%
ADM ARCHER DANIELS MIDLAND CO 826 1.06%
KR KROGER CO 1026 1.00%
DLTR DOLLAR TREE INC 671 0.90%
KHC KRAFT HEINZ CO 838 0.88%
USFD US FOODS HLDG CORP 490 0.84%
DG DOLLAR GEN CORP 777 0.83%
COST COSTCO WHOLESALE CORP 152 0.83%
HSY HERSHEY CO 1030 0.77%
CHD CHURCH & DWIGHT CO INC 767 0.76%
BTI BRITISH AMERN TOB PLC 670 0.72%
STZ CONSTELLATION BRANDS INC 752 0.67%
KO COCA-COLA CO/THE 46 0.64%
PFGC PERFORMANCE FOOD GROUP CO 413 0.63%
PG PROCTER & GAMBLE CO/THE 42 0.62%
EL LAUDER ESTEE COS INC 594 0.60%
PM PHILIP MORRIS INTERNATIONAL 47 0.58%
GIS GENERAL MILLS INC 982 0.57%
CCEP COCA-COLA EUROPACIFIC PARTNE 434 0.57%
TSN TYSON FOODS INC 637 0.47%
MKC MCCORMICK & CO INC 660 0.42%
CLX CLOROX CO DEL 735 0.37%
SJM SMUCKER J M CO 631 0.36%
BJ BJS WHSL CLUB HLDGS INC 455 0.35%
PRMB PRIMO BRANDS CORPORATION 268 0.33%
DAR DARLING INGREDIENTS INC 477 0.32%
SFM SPROUTS FMRS MKT INC 468 0.30%
FMX FOMENTO ECONOMICO MEXICANO S 245 0.27%
COKE COCA COLA CONS INC 451 0.26%
ATGE COVISTA INC 292 0.23%
HRL HORMEL FOODS CORP 492 0.22%
TAP MOLSON COORS BEVERAGE CO 441 0.21%
ACI ALBERTSONS COMPANIES INC 285 0.21%
CAG CONAGRA BRANDS INC 617 0.21%
INGR INGREDION INC 476 0.20%
PSMT PRICESMART INC 301 0.20%