Most sold consumer defensive stocks in Q2 2026
Discover which Consumer Defensive stocks institutional investors trimmed or exited the most over Q2 2026 versus the prior calendar quarter in our filings. Notable reductions at the top of this list include COCA-COLA CO/THE (KO), WALMART INC (WMT), KENVUE INC (KVUE), PROCTER & GAMBLE CO/THE (PG). These rankings aggregate SEC 13F filings from all institutional investors in our database.
Net share decreases
Top symbols by net quarter-over-quarter share change (decreases).
Most sold stocks
Net quarter-over-quarter share reductions across all institutional filers.
| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| KO | COCA-COLA CO/THE | -3,059,365,748 | -$226.4B | 35 | 319 | 290 | 2788 | 747 |
| WMT | WALMART INC | -2,612,796,349 | -$316.0B | 23 | 402 | 381 | 3458 | 923 |
| KVUE | KENVUE INC | -1,710,577,336 | -$28.3B | 15 | 49 | 42 | 872 | 136 |
| PG | PROCTER & GAMBLE CO/THE | -1,524,377,238 | -$211.4B | 30 | 361 | 346 | 3108 | 846 |
| KDP | KEURIG DR PEPPER INC | -1,235,656,428 | -$30.8B | 17 | 34 | 36 | 710 | 114 |
| PM | PHILIP MORRIS INTERNATIONAL | -1,214,618,967 | -$194.8B | 40 | 241 | 190 | 2274 | 574 |
| ABEV | AMBEV SA-ADR | -1,036,173,282 | -$3.0B | 8 | 16 | 17 | 347 | 59 |
| MO | ALTRIA GROUP INC | -996,557,253 | -$64.0B | 40 | 203 | 164 | 1959 | 501 |
| MDLZ | MONDELEZ INTERNATIONAL INC-A | -994,794,443 | -$53.7B | 24 | 116 | 138 | 1556 | 337 |
| KHC | KRAFT HEINZ CO/THE | -979,098,345 | -$21.4B | 23 | 68 | 41 | 934 | 160 |
| PEP | PEPSICO INC | -955,702,208 | -$143.6B | 24 | 265 | 339 | 2783 | 716 |
| CL | COLGATE-PALMOLIVE CO | -644,831,729 | -$50.3B | 29 | 138 | 124 | 1571 | 375 |
| MNST | MONSTER BEVERAGE CORP | -595,953,618 | -$41.7B | 33 | 77 | 54 | 1032 | 208 |
| KR | KROGER CO | -510,965,301 | -$35.9B | 11 | 86 | 81 | 1145 | 226 |
| GIS | GENERAL MILLS INC | -438,532,447 | -$15.9B | 26 | 75 | 68 | 1092 | 216 |
| ACI | ALBERTSONS COS INC - CLASS A | -436,556,296 | -$7.2B | 6 | 14 | 14 | 399 | 39 |
| NWL | NEWELL BRANDS INC | -406,472,489 | -$1.4B | 6 | 17 | 12 | 374 | 47 |
| SYY | SYSCO CORP | -396,162,339 | -$27.3B | 24 | 92 | 104 | 1281 | 284 |
| CAG | CONAGRA BRANDS INC | -394,988,608 | -$5.9B | 20 | 63 | 27 | 658 | 132 |
| ADM | ARCHER-DANIELS-MIDLAND CO | -392,617,652 | -$27.8B | 21 | 69 | 56 | 926 | 190 |
| COTY | COTY INC-CL A | -322,699,417 | -$616.4M | 6 | 9 | 11 | 298 | 29 |
| TGT | TARGET CORP | -313,970,417 | -$37.4B | 36 | 112 | 121 | 1480 | 337 |
| BTI | BRITISH AMERICAN TOB-SP ADR | -308,669,051 | -$17.7B | 15 | 56 | 41 | 711 | 158 |
| COST | COSTCO WHOLESALE CORP | -296,129,024 | -$279.1B | 33 | 347 | 350 | 3300 | 857 |
| KMB | KIMBERLY-CLARK CORP | -286,623,511 | -$26.6B | 34 | 106 | 107 | 1340 | 311 |
| RLX | RLX TECHNOLOGY INC-ADR | -251,859,037 | -$528.7M | 0 | 1 | 3 | 97 | 4 |
| HRL | HORMEL FOODS CORP | -245,368,898 | -$5.5B | 10 | 44 | 20 | 546 | 90 |
| TSN | TYSON FOODS INC-CL A | -242,766,018 | -$15.0B | 7 | 33 | 54 | 758 | 126 |
| USFD | US FOODS HOLDING CORP | -227,543,988 | -$19.5B | 8 | 32 | 30 | 578 | 94 |
| TAL | TAL EDUCATION GROUP- ADR | -225,678,275 | -$2.5B | 4 | 1 | 2 | 217 | 9 |
| EL | ESTEE LAUDER COMPANIES-CL A | -225,243,675 | -$15.3B | 15 | 37 | 30 | 728 | 107 |
| MKC | MCCORMICK & CO-NON VTG SHRS | -224,827,980 | -$10.8B | 24 | 43 | 52 | 810 | 154 |
| DG | DOLLAR GENERAL CORP | -206,998,800 | -$23.7B | 12 | 56 | 57 | 977 | 166 |
| DLTR | DOLLAR TREE INC | -202,580,823 | -$20.4B | 17 | 39 | 34 | 733 | 125 |
| CHD | CHURCH & DWIGHT CO INC | -196,441,860 | -$17.9B | 12 | 55 | 51 | 882 | 161 |
| BF-B | BROWN-FORMAN CORP-CLASS B | -195,293,787 | -$4.7B | 8 | 22 | 21 | 499 | 80 |
| CPB | CAMPBELL SOUP CO | -181,183,880 | -$3.8B | 24 | 29 | 12 | 509 | 87 |
| FLO | FLOWERS FOODS INC | -170,165,382 | -$1.4B | 13 | 28 | 11 | 369 | 62 |
| TAP | MOLSON COORS BEVERAGE CO - B | -164,396,806 | -$6.7B | 8 | 34 | 24 | 534 | 88 |
| COUR | COURSERA INC | -157,516,440 | -$915.0M | 5 | 6 | 4 | 217 | 19 |
| DAR | DARLING INGREDIENTS INC | -155,660,474 | -$9.5B | 6 | 26 | 26 | 529 | 78 |
| CELH | CELSIUS HOLDINGS INC | -154,323,235 | -$5.6B | 12 | 19 | 25 | 509 | 71 |
| PFGC | PERFORMANCE FOOD GROUP CO | -151,904,773 | -$12.6B | 10 | 27 | 14 | 399 | 68 |
| HIMS | HIMS & HERS HEALTH INC | -142,760,667 | -$2.9B | 16 | 14 | 10 | 398 | 48 |
| STZ | CONSTELLATION BRANDS INC-A | -139,170,162 | -$20.2B | 13 | 50 | 64 | 866 | 166 |
| UDMY | UDEMY INC | -129,403,671 | -$597.6M | 0 | 0 | 1 | 190 | 1 |
| LAUR | LAUREATE EDUCATION INC | -128,593,793 | -$4.2B | 6 | 9 | 12 | 309 | 33 |
| BJ | BJ'S WHOLESALE CLUB HOLDINGS | -128,325,862 | -$12.1B | 6 | 30 | 30 | 535 | 89 |
| BRBR | BELLRING BRANDS INC | -120,371,718 | -$1.9B | 8 | 11 | 13 | 336 | 39 |
| HSY | HERSHEY CO/THE | -119,104,072 | -$24.2B | 13 | 87 | 85 | 1232 | 233 |