Most sold consumer defensive stocks in Q1 2025

See which Consumer Defensive stocks institutional investors trimmed or exited the most in Q1 2025, measured as net reductions in reported share positions from Q4 2024 into Q1 2025. Notable reductions at the top of this list include PEPSICO INC (PEP), PHILIP MORRIS INTERNATIONAL (PM), MONSTER BEVERAGE CORP (MNST), MONDELEZ INTERNATIONAL INC-A (MDLZ). These rankings are based on SEC 13F filings from the investors we track.

SymbolNameNet sharesNet valueNewAddedTrimmedSold outHolding now
PEPPEPSICO INC-8,543,259-$1.32B148215
PMPHILIP MORRIS INTERNATIONAL-6,600,763$546.16M229015
MNSTMONSTER BEVERAGE CORP-4,717,252-$227.62M10203
MDLZMONDELEZ INTERNATIONAL INC-A-2,397,401-$93.83M00314
PGPROCTER & GAMBLE CO/THE-2,086,198-$114.05M029213
MOALTRIA GROUP INC-1,980,550-$92.77M02307
TALTAL EDUCATION GROUP- ADR-1,652,640-$10.00M00212
NWLNEWELL BRANDS INC-1,257,463-$199.42M00212
OTLYOATLY GROUP AB-919,200-$609.25K00010
ACIALBERTSONS COS INC - CLASS A-870,544-$4.90M00202
KRKROGER CO-723,843$303.04M01305
ULUNILEVER PLC-SPONSORED ADR-702,166-$36.42M02326
SYYSYSCO CORP-543,623-$48.18M02315
GOGROCERY OUTLET HOLDING CORP-474,000-$7.40M00010
CHDCHURCH & DWIGHT CO INC-456,099$5.36M01405
TAPMOLSON COORS BEVERAGE CO - B-445,597$30.81M02305
UNFIUNITED NATURAL FOODS INC-397,095-$10.83M00202
DLTRDOLLAR TREE INC-388,629-$28.99M01314
GISGENERAL MILLS INC-364,515-$24.74M00405
ATGEADTALEM GLOBAL EDUCATION INC-344,426-$11.06M00202
CLXCLOROX COMPANY-286,594-$63.70M01305
CPBCAMPBELL SOUP CO-249,971-$14.59M01304
VFFVILLAGE FARMS INTERNATIONAL-227,580-$335.43K00101
FLOFLOWERS FOODS INC-220,541-$13.03M00111
BF-ABROWN-FORMAN CORP-CLASS A-206,498-$27.65M00303
SFMSPROUTS FARMERS MARKET INC-200,713$83.62M01102
KMBKIMBERLY-CLARK CORP-195,403-$21.72M00505
SBEVSPLASH BEVERAGE GROUP INC-193,500-$31.15K00010
BJBJ'S WHOLESALE CLUB HOLDINGS-192,250-$10.92M01102
CDXCCHROMADEX CORP-189,688-$171.95K00101
NSRGYNESTLE SA-SPONS ADR-184,700$104.68M00202
HAINHAIN CELESTIAL GROUP INC-182,000-$1.17M00101
SMPLSIMPLY GOOD FOODS CO/THE-179,827-$7.01M00020
ASAISENDAS DISTRIBUIDORA SA-171,000-$764.37K00020
FRPTFRESHPET INC-155,596-$23.05M00010
PRDOPERDOCEO EDUCATION CORP-139,800-$9.04M00101
CHEFCHEFS' WAREHOUSE INC/THE-139,400-$5.37M01102
UTIUNIVERSAL TECHNICAL INSTITUT-134,100-$3.49M00202
SPBSPECTRUM BRANDS HOLDINGS INC-120,296-$30.20M02103
SJMJM SMUCKER CO/THE-117,386$3.31M01304
ADMARCHER-DANIELS-MIDLAND CO-113,918-$6.44M00202
CCUCIA CERVECERIAS UNI-SPON ADR-102,302$61.93M00202
EDUNEW ORIENTAL EDUCATIO-SP ADR-99,700-$57.15M00101
KDPKEURIG DR PEPPER INC-92,564-$2.67M00303
CALMCAL-MAINE FOODS INC-88,609-$33.74M01102
COSTCOSTCO WHOLESALE CORP-84,082-$49.10M116012
DDLDINGDONG CAYMAN LTD -SPN ADR-82,891-$883.56K01011
LRNSTRIDE INC-66,220-$6.18M01102
NGVCNATURAL GROCERS BY VITAMIN C-65,569-$2.31M00202
LINCLINCOLN EDUCATIONAL SERVICES-54,063-$781.81K01102
20 symbols with net change in reported shares from tracked managers.−9.4M−7.0M−4.7M−2.3M0.00Net change in reported shares (tracked managers)PEPPMMNSTMDLZPGMOTALNWLOTLYACIKRULSYYGOCHDTAPUNFIDLTRGISATGESymbol

Frequently asked questions about Most sold consumer defensive stocks in Q1 2025

  • What are the most sold Consumer Defensive stocks in Q1 2025?

    The most sold consumer defensive stocks in Q1 2025 are those with the largest decrease in reported share counts across tracked institutional investors compared to Q4 2024, based on SEC 13F filings.

  • Which consumer defensive stocks did institutional investors trimmed or exited the most in Q1 2025?

    Among the managers we track, net reductions were largest in companies such as PEPSICO INC (PEP), PHILIP MORRIS INTERNATIONAL (PM), MONSTER BEVERAGE CORP (MNST), 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 2024).

  • 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.