Most bought consumer defensive stocks
Discover which Consumer Defensive stocks institutional investors added to most aggressively, measured as net growth in reported share positions from Q3 2025 into Q4 2025. Notable additions at the top of this list include NEWELL BRANDS INC (NWL), TYSON FOODS INC-CL A (TSN), CELSIUS HOLDINGS INC (CELH), KIMBERLY-CLARK CORP (KMB). These rankings are based on SEC 13F filings from the investors we track.
| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| NWL | NEWELL BRANDS INC | 2,314,003 | -$64.52M | 0 | 1 | 1 | 0 | 2 |
| TSN | TYSON FOODS INC-CL A | 1,025,376 | $134.28M | 0 | 3 | 2 | 1 | 5 |
| CELH | CELSIUS HOLDINGS INC | 944,584 | $34.79M | 1 | 1 | 0 | 1 | 2 |
| KMB | KIMBERLY-CLARK CORP | 634,697 | $63.21M | 0 | 1 | 2 | 2 | 3 |
| KHC | KRAFT HEINZ CO/THE | 589,415 | -$593.78M | 0 | 2 | 1 | 2 | 6 |
| LAUR | LAUREATE EDUCATION INC | 562,400 | $19.01M | 0 | 1 | 0 | 1 | 1 |
| ATGE | ADTALEM GLOBAL EDUCATION INC | 550,552 | -$14.85M | 0 | 1 | 1 | 0 | 2 |
| CHGG | CHEGG INC | 279,890 | -$1.51M | 0 | 1 | 0 | 0 | 1 |
| TGT | TARGET CORP | 240,796 | $43.09M | 1 | 2 | 3 | 2 | 7 |
| STZ | CONSTELLATION BRANDS INC-A | 226,385 | $74.49M | 2 | 2 | 1 | 2 | 6 |
| ZVIA | ZEVIA PBC-A | 222,000 | $360.31K | 0 | 1 | 0 | 0 | 1 |
| EPC | EDGEWELL PERSONAL CARE CO | 215,200 | $3.67M | 1 | 0 | 0 | 0 | 1 |
| CDXC | CHROMADEX CORP | 201,118 | -$838.50K | 0 | 1 | 0 | 0 | 1 |
| EDU | NEW ORIENTAL EDUCATIO-SP ADR | 120,771 | $13.04M | 1 | 0 | 1 | 0 | 2 |
| AQB | AQUABOUNTY TECHNOLOGIES | 92,065 | $46.95K | 0 | 1 | 0 | 0 | 1 |
| LFVN | LIFEVANTAGE CORP | 70,900 | -$2.60M | 0 | 1 | 0 | 0 | 1 |
| BGS | B&G FOODS INC | 67,782 | $289.22K | 1 | 0 | 0 | 1 | 1 |
| LW | LAMB WESTON HOLDINGS INC | 65,676 | $2.52M | 1 | 1 | 0 | 0 | 2 |
| UNFI | UNITED NATURAL FOODS INC | 63,730 | $1.86M | 1 | 0 | 1 | 0 | 2 |
| BRBR | BELLRING BRANDS INC | 59,878 | $1.55M | 1 | 0 | 0 | 1 | 1 |
| SJM | JM SMUCKER CO/THE | 51,734 | -$11.79M | 0 | 1 | 1 | 1 | 2 |
| SMPL | SIMPLY GOOD FOODS CO/THE | 50,412 | -$911.22K | 0 | 1 | 0 | 0 | 1 |
| APEI | AMERICAN PUBLIC EDUCATION | 48,817 | $295.16K | 1 | 1 | 0 | 0 | 2 |
| HAIN | HAIN CELESTIAL GROUP INC | 44,800 | $40.44K | 0 | 1 | 0 | 0 | 1 |
| SAM | BOSTON BEER COMPANY INC-A | 32,046 | $3.02M | 0 | 1 | 1 | 1 | 2 |
| COCO | VITA COCO CO INC/THE | 29,800 | $1.58M | 1 | 0 | 0 | 0 | 1 |
| COUR | COURSERA INC | 29,593 | -$8.21M | 0 | 1 | 0 | 0 | 1 |
| CENT | CENTRAL GARDEN & PET CO | 14,900 | $429.49K | 0 | 1 | 0 | 0 | 1 |
| NAII | NATURAL ALTERNATIVES INTL | 10,900 | $250.88K | 0 | 1 | 0 | 0 | 1 |
| ISPR | ISPIRE TECHNOLOGY INC | 10,100 | $28.28K | 1 | 0 | 0 | 0 | 1 |
| SKIN | BEAUTY HEALTH CO/THE | 4,400 | -$122.58K | 0 | 1 | 0 | 0 | 1 |
| UG | UNITED GUARDIAN INC | 1,882 | -$302.38K | 0 | 1 | 0 | 0 | 1 |
| GROV | GROVE COLLABORATIVE HOLDINGS | 800 | -$25.80K | 0 | 1 | 0 | 0 | 1 |
| GHC | GRAHAM HOLDINGS CO-CLASS B | 724 | -$2.07M | 0 | 2 | 0 | 1 | 2 |
| HFFG | HF FOODS GROUP INC | 700 | -$38.27K | 0 | 1 | 0 | 0 | 1 |
| MGPI | MGP INGREDIENTS INC | 639 | $106.03K | 1 | 0 | 2 | 0 | 3 |
Frequently asked questions about Most bought consumer defensive stocks
What are the most bought Consumer Defensive stocks in Q4 2025?
The most bought consumer defensive stocks in Q4 2025 are those with the largest increase in reported share counts across tracked institutional investors compared to Q3 2025, based on SEC 13F filings.
Which consumer defensive stocks did institutional investors added to the most in Q4 2025?
Among the managers we track, net additions were largest in companies such as NEWELL BRANDS INC (NWL), TYSON FOODS INC-CL A (TSN), CELSIUS HOLDINGS INC (CELH), based on aggregated 13F data.
How is institutional buying calculated?
Buying is calculated by summing the net increase in shares reported by tracked investors between two consecutive quarterly 13F snapshots (compared to Q3 2025).
Does this include all institutional owners?
These rankings are based on a subset of tracked institutional investors who file SEC 13F reports. While not exhaustive, the dataset includes many of the largest and most influential funds.
Are these trades real-time?
No. 13F filings are reported quarterly and may be delayed by up to 45 days. The data reflects positions at the end of the reporting period, not real-time trading activity.