Most sold consumer defensive stocks in Q1 2026
See which Consumer Defensive stocks institutional investors trimmed or exited the most in Q1 2026, measured as net reductions in reported share positions from Q4 2025 into Q1 2026. Notable reductions at the top of this list include TREEHOUSE FOODS INC (THS), HIMS & HERS HEALTH INC (HIMS), ANHEUSER-BUSCH INBEV-SPN ADR (BUD), TAL EDUCATION GROUP- ADR (TAL). 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 |
|---|---|---|---|---|---|---|---|---|
| THS | TREEHOUSE FOODS INC | -41,665,888 | -$968.42M | 0 | 1 | 0 | 232 | 2 |
| HIMS | HIMS & HERS HEALTH INC | -18,942,542 | -$2.29B | 86 | 156 | 138 | 127 | 430 |
| BUD | ANHEUSER-BUSCH INBEV-SPN ADR | -7,833,572 | -$65.75M | 93 | 191 | 154 | 67 | 534 |
| TAL | TAL EDUCATION GROUP- ADR | -7,452,231 | -$33.43M | 46 | 87 | 61 | 30 | 222 |
| SNDL | SNDL INC | -4,269,188 | -$49.99M | 13 | 33 | 26 | 20 | 106 |
| LANC | LANCASTER COLONY CORP | -3,472,328 | -$502.85M | 67 | 131 | 114 | 45 | 354 |
| SHOT | SAFETY SHOT INC | -1,990,000 | -$230.84K | 0 | 0 | 0 | 1 | 0 |
| EDU | NEW ORIENTAL EDUCATIO-SP ADR | -1,670,424 | $39.38M | 36 | 61 | 45 | 21 | 174 |
| FMX | FOMENTO ECONOMICO MEX-SP ADR | -1,605,674 | $440.18M | 39 | 111 | 92 | 23 | 302 |
| EWCZ | EUROPEAN WAX CENTER INC-A | -1,382,514 | $64.30M | 30 | 29 | 41 | 35 | 117 |
| RBGLY | RECKITT BENCKISER-SPON ADR | -1,349,584 | -$19.69M | 0 | 0 | 1 | 17 | 1 |
| YSG | YATSEN HOLDING LTD-ADR | -956,914 | -$15.14M | 6 | 8 | 27 | 10 | 47 |
| K | KELLANOVA | -797,622 | -$51.89M | 3 | 0 | 0 | 6 | 4 |
| CHGG | CHEGG INC | -625,541 | -$6.78M | 18 | 25 | 35 | 20 | 101 |
| UL | UNILEVER PLC-SPONSORED ADR | -588,989 | -$38.42M | 2 | 5 | 8 | 20 | 23 |
| LOCL | LOCAL BOUNTI CORP | -290,203 | -$510.28K | 3 | 2 | 1 | 6 | 20 |
| NSRGY | NESTLE SA-SPONS ADR | -230,761 | -$21.33M | 13 | 29 | 37 | 12 | 126 |
| KOF | COCA-COLA FEMSA SAB-SP ADR | -213,684 | $27.62M | 33 | 89 | 80 | 20 | 254 |
| ASAI | SENDAS DISTRIBUIDORA SA | -159,208 | -$1.02M | 1 | 1 | 2 | 2 | 5 |
| WVVI | WILLAMETTE VALLEY VINEYARDS | -147,242 | -$3.32M | 3 | 6 | 7 | 4 | 35 |
| AKO-B | EMBOTELLADORA ANDINA-ADR B | -114,539 | -$8.29M | 11 | 14 | 10 | 4 | 45 |
| COE | 51 TALK ONLINE EDUCATION GRO | -57,344 | -$8.35M | 1 | 3 | 4 | 1 | 14 |
| CRRFY | CARREFOUR SA-SP ADR | -57,162 | $850.82K | 0 | 3 | 4 | 1 | 9 |
| SNAXW | STRYVE FOOD INC-CW24 | -17,300 | -$2 | 0 | 0 | 0 | 1 | 0 |
| KLG | WK KELLOGG CO | -8,310 | -$75 | 1 | 0 | 0 | 1 | 1 |
| AKO-A | EMBOTELLADORA ANDINA-ADR A | -1,955 | -$136.71K | 2 | 4 | 3 | 2 | 13 |
| ADRNY | KONINKLIJKE AHOLD-SP ADR | -795 | $844.51K | 2 | 3 | 5 | 1 | 11 |
Frequently asked questions about Most sold consumer defensive stocks in Q1 2026
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 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 filers in this sector, net reductions were largest in companies such as TREEHOUSE FOODS INC (THS), HIMS & HERS HEALTH INC (HIMS), ANHEUSER-BUSCH INBEV-SPN ADR (BUD), based on aggregated 13F data.
How is institutional selling calculated?
Selling is calculated by summing the net decrease in shares reported by institutional investors between two consecutive quarterly 13F snapshots (compared to Q4 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.