Most bought consumer defensive stocks in Q4 2025
Discover which Consumer Defensive stocks institutional investors added to most aggressively over Q4 2025 versus the prior calendar quarter in our filings. 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.
Net share increases
Top symbols by net quarter-over-quarter share change (increases).
Most bought stocks
Net quarter-over-quarter share increases across all institutional filers.
| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | 2,457,565,009 | $264.2B | 4197 | 23 | 16 | 0 | 4249 |
| KO | COCA-COLA CO/THE | 2,402,220,230 | $162.0B | 3320 | 18 | 13 | 3 | 3363 |
| KVUE | KENVUE INC | 1,543,909,349 | $25.8B | 993 | 5 | 8 | 1 | 1009 |
| PG | PROCTER & GAMBLE CO/THE | 1,345,634,284 | $181.0B | 3848 | 22 | 24 | 2 | 3900 |
| PM | PHILIP MORRIS INTERNATIONAL | 1,105,413,060 | $171.5B | 2686 | 18 | 10 | 3 | 2723 |
| KDP | KEURIG DR PEPPER INC | 1,094,743,562 | $29.7B | 802 | 6 | 5 | 0 | 817 |
| MDLZ | MONDELEZ INTERNATIONAL INC-A | 934,904,315 | $47.0B | 1774 | 5 | 10 | 5 | 1793 |
| PEP | PEPSICO INC | 930,843,205 | $121.8B | 3339 | 14 | 20 | 3 | 3387 |
| MO | ALTRIA GROUP INC | 865,883,040 | $48.4B | 2254 | 10 | 8 | 0 | 2281 |
| ABEV | AMBEV SA-ADR | 651,671,275 | $1.7B | 355 | 3 | 4 | 0 | 364 |
| KHC | KRAFT HEINZ CO/THE | 577,571,661 | $12.4B | 1055 | 6 | 7 | 1 | 1076 |
| CL | COLGATE-PALMOLIVE CO | 571,239,275 | $41.5B | 1804 | 7 | 10 | 1 | 1829 |
| MNST | MONSTER BEVERAGE CORP | 559,119,776 | $41.7B | 1173 | 6 | 3 | 2 | 1185 |
| ACI | ALBERTSONS COS INC - CLASS A | 426,404,406 | $7.1B | 421 | 3 | 3 | 2 | 427 |
| KR | KROGER CO | 402,232,449 | $23.6B | 1295 | 6 | 5 | 0 | 1317 |
| GIS | GENERAL MILLS INC | 376,694,967 | $16.9B | 1343 | 7 | 7 | 1 | 1361 |
| SYY | SYSCO CORP | 352,139,868 | $25.1B | 1486 | 9 | 7 | 2 | 1505 |
| ADM | ARCHER-DANIELS-MIDLAND CO | 340,973,892 | $19.0B | 992 | 8 | 0 | 1 | 1004 |
| CAG | CONAGRA BRANDS INC | 337,968,412 | $5.5B | 757 | 5 | 5 | 1 | 770 |
| TGT | TARGET CORP | 315,849,949 | $30.2B | 1631 | 9 | 10 | 1 | 1656 |
| NWL | NEWELL BRANDS INC | 314,071,569 | $1.3B | 409 | 2 | 3 | 0 | 416 |
| BTI | BRITISH AMERICAN TOB-SP ADR | 287,264,878 | $15.9B | 784 | 6 | 4 | 0 | 798 |
| COTY | COTY INC-CL A | 285,988,036 | $830.2M | 288 | 0 | 2 | 3 | 292 |
| COST | COSTCO WHOLESALE CORP | 267,222,289 | $213.6B | 3889 | 21 | 22 | 2 | 3942 |
| KMB | KIMBERLY-CLARK CORP | 244,263,550 | $23.4B | 1601 | 8 | 6 | 2 | 1623 |
| TAL | TAL EDUCATION GROUP- ADR | 231,063,900 | $2.5B | 202 | 4 | 0 | 1 | 206 |
| RLX | RLX TECHNOLOGY INC-ADR | 218,760,925 | $489.2M | 96 | 0 | 0 | 1 | 96 |
| USFD | US FOODS HOLDING CORP | 207,131,197 | $14.8B | 616 | 3 | 5 | 0 | 627 |
| HRL | HORMEL FOODS CORP | 199,854,006 | $4.7B | 611 | 4 | 4 | 0 | 622 |
| EL | ESTEE LAUDER COMPANIES-CL A | 198,136,839 | $19.2B | 842 | 4 | 8 | 1 | 858 |
| MKC | MCCORMICK & CO-NON VTG SHRS | 198,106,351 | $12.8B | 938 | 3 | 5 | 0 | 951 |
| TSN | TYSON FOODS INC-CL A | 195,071,999 | $10.9B | 810 | 9 | 4 | 1 | 826 |
| BF-B | BROWN-FORMAN CORP-CLASS B | 186,503,747 | $4.5B | 605 | 4 | 5 | 0 | 619 |
| DLTR | DOLLAR TREE INC | 182,726,795 | $20.4B | 793 | 6 | 5 | 4 | 807 |
| CHD | CHURCH & DWIGHT CO INC | 172,460,591 | $14.0B | 984 | 5 | 6 | 0 | 998 |
| DG | DOLLAR GENERAL CORP | 162,705,906 | $21.5B | 1116 | 4 | 7 | 1 | 1133 |
| CPB | CAMPBELL SOUP CO | 155,536,089 | $4.0B | 582 | 5 | 5 | 2 | 593 |
| HIMS | HIMS & HERS HEALTH INC | 153,399,643 | $4.7B | 463 | 4 | 3 | 1 | 471 |
| DAR | DARLING INGREDIENTS INC | 150,599,398 | $5.3B | 460 | 1 | 3 | 0 | 467 |
| PFGC | PERFORMANCE FOOD GROUP CO | 144,367,317 | $12.6B | 454 | 3 | 1 | 0 | 462 |
| FLO | FLOWERS FOODS INC | 142,335,763 | $1.5B | 419 | 2 | 1 | 0 | 423 |
| CELH | CELSIUS HOLDINGS INC | 141,961,747 | $6.3B | 580 | 5 | 1 | 0 | 587 |
| COUR | COURSERA INC | 129,234,480 | $908.9M | 224 | 1 | 0 | 0 | 225 |
| BJ | BJ'S WHOLESALE CLUB HOLDINGS | 128,040,971 | $11.0B | 596 | 3 | 2 | 0 | 606 |
| TAP | MOLSON COORS BEVERAGE CO - B | 126,490,740 | $5.7B | 627 | 8 | 3 | 1 | 639 |
| LAUR | LAUREATE EDUCATION INC | 118,274,828 | $3.7B | 305 | 1 | 0 | 0 | 308 |
| UDMY | UDEMY INC | 116,750,236 | $669.9M | 176 | 0 | 2 | 0 | 178 |
| STZ | CONSTELLATION BRANDS INC-A | 113,223,616 | $15.0B | 974 | 8 | 6 | 1 | 992 |
| BRBR | BELLRING BRANDS INC | 112,926,040 | $3.0B | 404 | 3 | 1 | 1 | 409 |
| LW | LAMB WESTON HOLDINGS INC | 112,896,736 | $4.4B | 595 | 3 | 1 | 1 | 603 |