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), PROCTER & GAMBLE CO (PG). 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 3564 13.44%
COST COSTCO WHOLESALE CORPORATION 3048 10.83%
KO COCA COLA CO 2650 8.98%
PG PROCTER & GAMBLE CO 2889 8.00%
PM PHILIP MORRIS INTL INC 2195 7.79%
PEP PEPSICO INC 2768 5.98%
MO ALTRIA GROUP INC 1975 2.75%
MDLZ MONDELEZ INTL INC 1341 2.12%
CL COLGATE PALMOLIVE CO 1418 1.96%
MNST MONSTER BEVERAGE CORP NEW 895 1.60%
TGT TARGET CORP 1394 1.56%
KR KROGER CO 1047 1.51%
KDP KEURIG DR PEPPER INC 630 1.31%
KVUE KENVUE INC 804 1.18%
SYY SYSCO CORP 1191 1.14%
KMB KIMBERLY-CLARK CORP 1159 1.11%
ADM ARCHER DANIELS MIDLAND CO 787 1.08%
HSY HERSHEY CO 1058 0.96%
COST COSTCO WHOLESALE CORP 149 0.93%
KHC KRAFT HEINZ CO 805 0.87%
DG DOLLAR GEN CORP 751 0.87%
DLTR DOLLAR TREE INC 649 0.86%
STZ CONSTELLATION BRANDS INC 738 0.80%
USFD US FOODS HLDG CORP 497 0.78%
CHD CHURCH & DWIGHT CO INC 735 0.74%
BTI BRITISH AMERN TOB PLC 634 0.72%
PG PROCTER & GAMBLE CO/THE 39 0.69%
GIS GENERAL MILLS INC 930 0.67%
EL LAUDER ESTEE COS INC 585 0.60%
KO COCA-COLA CO/THE 44 0.59%
TSN TYSON FOODS INC 641 0.54%
PM PHILIP MORRIS INTERNATIONAL 42 0.53%
PFGC PERFORMANCE FOOD GROUP CO 357 0.50%
BJ BJS WHSL CLUB HLDGS INC 437 0.44%
MKC MCCORMICK & CO INC 639 0.42%
DAR DARLING INGREDIENTS INC 474 0.38%
CLX CLOROX CO DEL 739 0.37%
SJM SMUCKER J M CO 585 0.36%
ACI ALBERTSONS COS INC 288 0.29%
SFM SPROUTS FMRS MKT INC 464 0.28%
INGR INGREDION INC 518 0.26%
COKE COCA COLA CONS INC 427 0.26%
CAG CONAGRA BRANDS INC 607 0.25%
FMX FOMENTO ECONOMICO MEXICANO S 219 0.25%
HRL HORMEL FOODS CORP 503 0.23%
TAP MOLSON COORS BEVERAGE CO 434 0.23%
CELH CELSIUS HLDGS INC 419 0.21%
OLLI OLLIES BARGAIN OUTLET HLDGS 321 0.21%
BF-B BROWN FORMAN CORP 394 0.19%
CL COLGATE-PALMOLIVE CO 62 0.17%