Most sold consumer defensive stocks
Discover which Consumer Defensive stocks institutional investors trimmed or exited the most, measured as net reductions in reported share positions from Q4 2025 into Q1 2026. Notable reductions at the top of this list include COCA-COLA CO/THE (KO), KRAFT HEINZ CO/THE (KHC), KROGER CO (KR), AMBEV SA-ADR (ABEV). These rankings are based on SEC 13F filings from the investors we track.
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| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| KO | COCA-COLA CO/THE | -402,905,638 | -$28.15B | 1 | 0 | 3 | 5 | 4 |
| KHC | KRAFT HEINZ CO/THE | -340,233,095 | -$8.25B | 1 | 0 | 0 | 6 | 1 |
| KR | KROGER CO | -50,058,732 | -$3.13B | 1 | 0 | 0 | 3 | 1 |
| ABEV | AMBEV SA-ADR | -25,260,736 | -$60.22M | 1 | 1 | 0 | 1 | 2 |
| STKL | SUNOPTA INC | -20,726,126 | -$78.88M | 0 | 0 | 0 | 1 | 0 |
| STZ | CONSTELLATION BRANDS INC-A | -13,041,442 | -$1.79B | 1 | 2 | 1 | 3 | 4 |
| PM | PHILIP MORRIS INTERNATIONAL | -8,801,058 | -$1.41B | 1 | 1 | 1 | 5 | 3 |
| EL | ESTEE LAUDER COMPANIES-CL A | -8,743,972 | -$916.43M | 1 | 0 | 1 | 2 | 2 |
| PG | PROCTER & GAMBLE CO/THE | -8,342,918 | -$1.19B | 1 | 2 | 1 | 6 | 4 |
| WMT | WALMART INC | -7,939,792 | -$871.34M | 1 | 0 | 2 | 4 | 4 |
| KOF | COCA-COLA FEMSA SAB-SP ADR | -7,399,045 | -$700.75M | 1 | 0 | 0 | 2 | 1 |
| DG | DOLLAR GENERAL CORP | -7,073,202 | -$762.53M | 1 | 0 | 1 | 3 | 2 |
| CHD | CHURCH & DWIGHT CO INC | -6,881,436 | -$576.86M | 1 | 0 | 0 | 3 | 1 |
| HRL | HORMEL FOODS CORP | -6,230,505 | -$147.69M | 1 | 0 | 0 | 3 | 1 |
| ACI | ALBERTSONS COS INC - CLASS A | -6,120,338 | -$105.09M | 1 | 0 | 0 | 1 | 1 |
| HIMS | HIMS & HERS HEALTH INC | -4,818,009 | -$156.44M | 0 | 0 | 0 | 1 | 0 |
| PRDO | PERDOCEO EDUCATION CORP | -3,654,064 | -$107.17M | 0 | 0 | 0 | 1 | 0 |
| EDU | NEW ORIENTAL EDUCATIO-SP ADR | -3,382,225 | -$186.12M | 0 | 0 | 0 | 2 | 0 |
| CHGG | CHEGG INC | -3,335,980 | -$3.10M | 0 | 0 | 0 | 1 | 0 |
| FIZZ | NATIONAL BEVERAGE CORP | -3,176,097 | -$101.29M | 0 | 0 | 0 | 1 | 0 |
| KVUE | KENVUE INC | -3,143,486 | -$54.31M | 1 | 1 | 0 | 2 | 2 |
| FLO | FLOWERS FOODS INC | -3,049,687 | -$33.21M | 1 | 0 | 0 | 1 | 1 |
| BUD | ANHEUSER-BUSCH INBEV-SPN ADR | -2,862,515 | -$183.13M | 1 | 0 | 0 | 3 | 1 |
| CL | COLGATE-PALMOLIVE CO | -2,823,711 | -$217.75M | 2 | 1 | 1 | 2 | 4 |
| SFM | SPROUTS FARMERS MARKET INC | -2,771,892 | -$220.86M | 1 | 0 | 0 | 1 | 1 |
| NWL | NEWELL BRANDS INC | -2,564,677 | -$23.42M | 1 | 0 | 1 | 1 | 2 |
| GOTU | GAOTU TECHEDU INC | -2,280,278 | -$5.29M | 0 | 0 | 0 | 1 | 0 |
| TGT | TARGET CORP | -2,136,729 | -$192.21M | 1 | 2 | 2 | 3 | 5 |
| MO | ALTRIA GROUP INC | -1,994,264 | -$113.87M | 1 | 0 | 0 | 2 | 2 |
| COUR | COURSERA INC | -1,968,093 | -$14.49M | 0 | 0 | 0 | 1 | 0 |
| ATGE | ADTALEM GLOBAL EDUCATION INC | -1,959,328 | -$202.73M | 0 | 0 | 0 | 2 | 0 |
| CALM | CAL-MAINE FOODS INC | -1,938,536 | -$154.25M | 1 | 0 | 0 | 2 | 1 |
| TAP | MOLSON COORS BEVERAGE CO - B | -1,862,414 | -$87.00M | 1 | 0 | 0 | 3 | 1 |
| NUS | NU SKIN ENTERPRISES INC - A | -1,739,896 | -$16.74M | 0 | 0 | 0 | 1 | 0 |
| CELH | CELSIUS HOLDINGS INC | -1,623,633 | -$74.65M | 1 | 0 | 0 | 2 | 1 |
| GIS | GENERAL MILLS INC | -1,605,487 | -$74.90M | 1 | 0 | 0 | 3 | 1 |
| SJM | JM SMUCKER CO/THE | -1,599,885 | -$156.52M | 1 | 0 | 1 | 1 | 2 |
| PPC | PILGRIM'S PRIDE CORP | -1,323,006 | -$51.64M | 1 | 0 | 0 | 1 | 1 |
| VFF | VILLAGE FARMS INTERNATIONAL | -1,268,566 | -$4.63M | 0 | 0 | 0 | 1 | 0 |
| DDL | DINGDONG CAYMAN LTD -SPN ADR | -1,203,800 | -$3.00M | 0 | 0 | 0 | 1 | 0 |
| USNA | USANA HEALTH SCIENCES INC | -1,172,819 | -$25.42M | 0 | 0 | 1 | 1 | 1 |
| MNST | MONSTER BEVERAGE CORP | -1,007,349 | -$77.56M | 1 | 0 | 0 | 1 | 1 |
| APEI | AMERICAN PUBLIC EDUCATION | -977,037 | -$36.93M | 0 | 0 | 0 | 2 | 0 |
| LFVN | LIFEVANTAGE CORP | -922,918 | -$5.69M | 0 | 0 | 0 | 1 | 0 |
| CDXC | CHROMADEX CORP | -914,118 | -$5.81M | 0 | 0 | 0 | 1 | 0 |
| CLX | CLOROX COMPANY | -899,829 | -$90.58M | 1 | 0 | 0 | 3 | 2 |
| MDLZ | MONDELEZ INTERNATIONAL INC-A | -877,054 | -$33.45M | 1 | 0 | 2 | 0 | 3 |
| MGPI | MGP INGREDIENTS INC | -823,412 | -$20.01M | 0 | 0 | 0 | 3 | 0 |
| KMB | KIMBERLY-CLARK CORP | -798,992 | -$80.89M | 1 | 0 | 1 | 2 | 2 |
| UTI | UNIVERSAL TECHNICAL INSTITUT | -724,630 | -$18.93M | 0 | 0 | 0 | 1 | 0 |
Frequently asked questions about Most sold consumer defensive stocks
What are the most sold Consumer Defensive stocks in Q1 2026?
The most sold consumer defensive stocks in Q1 2026 are those with the largest decrease in reported share counts across tracked institutional investors compared to Q4 2025, based on SEC 13F filings.
Which consumer defensive stocks did institutional investors trimmed or exited the most in Q1 2026?
Among the managers we track, net reductions were largest in companies such as COCA-COLA CO/THE (KO), KRAFT HEINZ CO/THE (KHC), KROGER CO (KR), based on aggregated 13F data.
How is institutional selling calculated?
Selling is calculated by summing the net decrease in shares reported by tracked investors between two consecutive quarterly 13F snapshots (compared to Q4 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.