Most bought consumer defensive stocks in Q4 2025
See which Consumer Defensive stocks institutional investors increased the most in Q4 2025, measured as net growth in reported share positions from Q3 2025 into Q4 2025. Notable additions at the top of this list include WALMART INC (WMT), COCA-COLA CO/THE (KO), KENVUE INC (KVUE), PROCTER & GAMBLE CO/THE (PG). These rankings aggregate SEC 13F filings from all institutional investors in our database.
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| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | 2,457,554,009 | $264.20B | 4193 | 23 | 16 | 0 | 4245 |
| KO | COCA-COLA CO/THE | 2,402,216,896 | $161.99B | 3319 | 18 | 13 | 3 | 3362 |
| KVUE | KENVUE INC | 1,543,909,349 | $25.82B | 993 | 5 | 8 | 1 | 1009 |
| PG | PROCTER & GAMBLE CO/THE | 1,345,634,284 | $181.05B | 3848 | 22 | 24 | 2 | 3900 |
| PM | PHILIP MORRIS INTERNATIONAL | 1,105,413,060 | $171.46B | 2686 | 18 | 10 | 3 | 2723 |
| KDP | KEURIG DR PEPPER INC | 1,094,743,562 | $29.73B | 802 | 6 | 5 | 0 | 817 |
| MDLZ | MONDELEZ INTERNATIONAL INC-A | 934,904,315 | $47.01B | 1774 | 5 | 10 | 5 | 1793 |
| PEP | PEPSICO INC | 930,843,205 | $121.84B | 3339 | 14 | 20 | 3 | 3387 |
| MO | ALTRIA GROUP INC | 865,883,040 | $48.37B | 2254 | 10 | 8 | 0 | 2281 |
| ABEV | AMBEV SA-ADR | 651,671,275 | $1.66B | 355 | 3 | 4 | 0 | 364 |
| KHC | KRAFT HEINZ CO/THE | 577,571,661 | $12.41B | 1055 | 6 | 7 | 1 | 1076 |
| CL | COLGATE-PALMOLIVE CO | 571,239,275 | $41.48B | 1804 | 7 | 10 | 1 | 1829 |
| MNST | MONSTER BEVERAGE CORP | 559,119,776 | $41.69B | 1173 | 6 | 3 | 2 | 1185 |
| ACI | ALBERTSONS COS INC - CLASS A | 426,404,406 | $7.06B | 421 | 3 | 3 | 2 | 427 |
| KR | KROGER CO | 402,232,449 | $23.63B | 1295 | 6 | 5 | 0 | 1317 |
| GIS | GENERAL MILLS INC | 376,694,967 | $16.90B | 1343 | 7 | 7 | 1 | 1361 |
| SYY | SYSCO CORP | 352,139,868 | $25.09B | 1486 | 9 | 7 | 2 | 1505 |
| ADM | ARCHER-DANIELS-MIDLAND CO | 340,973,892 | $19.04B | 992 | 8 | 0 | 1 | 1004 |
| CAG | CONAGRA BRANDS INC | 337,968,412 | $5.52B | 757 | 5 | 5 | 1 | 770 |
| TGT | TARGET CORP | 315,849,949 | $30.17B | 1631 | 9 | 10 | 1 | 1656 |
| NWL | NEWELL BRANDS INC | 314,071,569 | $1.27B | 409 | 2 | 3 | 0 | 416 |
| BTI | BRITISH AMERICAN TOB-SP ADR | 287,220,774 | $15.93B | 783 | 6 | 4 | 0 | 797 |
| COTY | COTY INC-CL A | 285,988,036 | $830.22M | 288 | 0 | 2 | 3 | 292 |
| COST | COSTCO WHOLESALE CORP | 267,221,929 | $213.64B | 3888 | 21 | 22 | 2 | 3941 |
| KMB | KIMBERLY-CLARK CORP | 244,263,550 | $23.39B | 1601 | 8 | 6 | 2 | 1623 |
| TAL | TAL EDUCATION GROUP- ADR | 231,063,900 | $2.46B | 202 | 4 | 0 | 1 | 206 |
| RLX | RLX TECHNOLOGY INC-ADR | 218,760,925 | $489.22M | 96 | 0 | 0 | 1 | 96 |
| USFD | US FOODS HOLDING CORP | 207,131,197 | $14.80B | 616 | 3 | 5 | 0 | 627 |
| HRL | HORMEL FOODS CORP | 199,854,006 | $4.65B | 611 | 4 | 4 | 0 | 622 |
| EL | ESTEE LAUDER COMPANIES-CL A | 198,136,839 | $19.22B | 842 | 4 | 8 | 1 | 858 |
| MKC | MCCORMICK & CO-NON VTG SHRS | 198,106,351 | $12.82B | 938 | 3 | 5 | 0 | 951 |
| TSN | TYSON FOODS INC-CL A | 195,071,999 | $10.92B | 810 | 9 | 4 | 1 | 826 |
| BF-B | BROWN-FORMAN CORP-CLASS B | 186,503,747 | $4.45B | 605 | 4 | 5 | 0 | 619 |
| DLTR | DOLLAR TREE INC | 182,726,795 | $20.42B | 793 | 6 | 5 | 4 | 807 |
| CHD | CHURCH & DWIGHT CO INC | 172,460,591 | $13.97B | 984 | 5 | 6 | 0 | 998 |
| DG | DOLLAR GENERAL CORP | 162,703,654 | $21.52B | 1115 | 4 | 7 | 1 | 1132 |
| CPB | CAMPBELL SOUP CO | 155,536,089 | $3.97B | 582 | 5 | 5 | 2 | 593 |
| HIMS | HIMS & HERS HEALTH INC | 153,399,643 | $4.67B | 463 | 4 | 3 | 1 | 471 |
| DAR | DARLING INGREDIENTS INC | 150,599,398 | $5.32B | 460 | 1 | 3 | 0 | 467 |
| PFGC | PERFORMANCE FOOD GROUP CO | 144,367,317 | $12.59B | 454 | 3 | 1 | 0 | 462 |
| FLO | FLOWERS FOODS INC | 142,335,763 | $1.52B | 419 | 2 | 1 | 0 | 423 |
| CELH | CELSIUS HOLDINGS INC | 141,851,485 | $6.34B | 579 | 5 | 1 | 0 | 586 |
| COUR | COURSERA INC | 129,234,480 | $908.86M | 224 | 1 | 0 | 0 | 225 |
| BJ | BJ'S WHOLESALE CLUB HOLDINGS | 128,040,971 | $11.00B | 596 | 3 | 2 | 0 | 606 |
| TAP | MOLSON COORS BEVERAGE CO - B | 126,490,740 | $5.73B | 627 | 8 | 3 | 1 | 639 |
| LAUR | LAUREATE EDUCATION INC | 118,274,828 | $3.74B | 305 | 1 | 0 | 0 | 308 |
| UDMY | UDEMY INC | 116,750,236 | $669.91M | 176 | 0 | 2 | 0 | 178 |
| STZ | CONSTELLATION BRANDS INC-A | 113,223,616 | $14.95B | 974 | 8 | 6 | 1 | 992 |
| BRBR | BELLRING BRANDS INC | 112,926,040 | $2.98B | 404 | 3 | 1 | 1 | 409 |
| LW | LAMB WESTON HOLDINGS INC | 112,896,736 | $4.40B | 595 | 3 | 1 | 1 | 603 |
Frequently asked questions about Most bought consumer defensive stocks in Q4 2025
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 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 filers in this sector, net additions were largest in companies such as WALMART INC (WMT), COCA-COLA CO/THE (KO), KENVUE INC (KVUE), based on aggregated 13F data.
How is institutional buying calculated?
Buying is calculated by summing the net increase in shares reported by institutional investors between two consecutive quarterly 13F snapshots (compared to Q3 2025).
Does this include all institutional owners?
Yes. These rankings aggregate SEC 13F filings from all institutional investors in our database, not only the investors we track individually.
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.