Most sold consumer defensive stocks in Q2 2025
See which Consumer Defensive stocks institutional investors trimmed or exited the most in Q2 2025, measured as net reductions in reported share positions from Q1 2025 into Q2 2025. Notable reductions at the top of this list include BROWN-FORMAN CORP-CLASS B (BF-B), PHILIP MORRIS INTERNATIONAL (PM), WALMART INC (WMT), ANHEUSER-BUSCH INBEV-SPN ADR (BUD). 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 |
|---|---|---|---|---|---|---|---|---|
| BF-B | BROWN-FORMAN CORP-CLASS B | -12,482,412 | -$441.96M | 0 | 1 | 2 | 3 | 3 |
| PM | PHILIP MORRIS INTERNATIONAL | -4,636,225 | -$27.09M | 0 | 3 | 9 | 1 | 14 |
| WMT | WALMART INC | -2,437,275 | -$105.61M | 1 | 5 | 2 | 1 | 9 |
| BUD | ANHEUSER-BUSCH INBEV-SPN ADR | -2,414,227 | $153.16M | 0 | 2 | 3 | 0 | 6 |
| WEST | WESTROCK COFFEE CO | -2,209,751 | -$19.93M | 0 | 0 | 1 | 0 | 1 |
| PEP | PEPSICO INC | -1,698,929 | -$351.62M | 0 | 5 | 7 | 0 | 15 |
| ABEV | AMBEV SA-ADR | -1,530,560 | $27.87M | 0 | 2 | 2 | 0 | 5 |
| MNST | MONSTER BEVERAGE CORP | -1,226,049 | -$62.75M | 0 | 2 | 0 | 1 | 2 |
| CL | COLGATE-PALMOLIVE CO | -990,825 | -$125.34M | 1 | 1 | 5 | 0 | 9 |
| BRBR | BELLRING BRANDS INC | -863,170 | -$80.57M | 0 | 0 | 2 | 0 | 2 |
| NWL | NEWELL BRANDS INC | -839,256 | -$44.30M | 0 | 0 | 2 | 0 | 2 |
| HNST | HONEST CO INC/THE | -623,252 | -$1.73M | 1 | 0 | 1 | 0 | 2 |
| SYY | SYSCO CORP | -574,751 | -$40.91M | 0 | 1 | 3 | 0 | 5 |
| DAR | DARLING INGREDIENTS INC | -512,507 | -$5.43M | 0 | 0 | 1 | 1 | 1 |
| ATGE | ADTALEM GLOBAL EDUCATION INC | -511,491 | -$10.13M | 0 | 0 | 2 | 0 | 2 |
| STRA | STRATEGIC EDUCATION INC | -479,288 | -$39.99M | 0 | 0 | 1 | 1 | 1 |
| KVUE | KENVUE INC | -458,284 | -$62.18M | 0 | 1 | 3 | 0 | 4 |
| UVV | UNIVERSAL CORP/VA | -433,355 | -$23.17M | 0 | 0 | 2 | 0 | 2 |
| PG | PROCTER & GAMBLE CO/THE | -398,751 | -$221.25M | 0 | 2 | 10 | 0 | 13 |
| SJM | JM SMUCKER CO/THE | -364,451 | -$75.37M | 0 | 1 | 3 | 0 | 4 |
| MDLZ | MONDELEZ INTERNATIONAL INC-A | -303,504 | -$22.96M | 0 | 1 | 2 | 0 | 4 |
| KR | KROGER CO | -270,392 | $195.15M | 0 | 2 | 2 | 0 | 5 |
| HRL | HORMEL FOODS CORP | -226,769 | -$12.60M | 1 | 0 | 3 | 0 | 5 |
| SFM | SPROUTS FARMERS MARKET INC | -225,020 | $14.16M | 1 | 1 | 1 | 0 | 3 |
| KMB | KIMBERLY-CLARK CORP | -217,486 | -$30.95M | 0 | 2 | 3 | 0 | 5 |
| COST | COSTCO WHOLESALE CORP | -190,043 | -$146.33M | 0 | 2 | 5 | 1 | 11 |
| UL | UNILEVER PLC-SPONSORED ADR | -182,863 | -$9.26M | 0 | 1 | 3 | 1 | 5 |
| INGR | INGREDION INC | -162,240 | -$21.20M | 1 | 0 | 3 | 0 | 4 |
| BGS | B&G FOODS INC | -156,494 | -$1.45M | 1 | 0 | 1 | 0 | 2 |
| LINC | LINCOLN EDUCATIONAL SERVICES | -145,400 | $7.20M | 0 | 0 | 2 | 0 | 2 |
| HIMS | HIMS & HERS HEALTH INC | -133,150 | $135.96M | 2 | 0 | 1 | 0 | 3 |
| FMX | FOMENTO ECONOMICO MEX-SP ADR | -131,295 | $54.81M | 0 | 1 | 2 | 0 | 3 |
| NSRGY | NESTLE SA-SPONS ADR | -128,834 | -$24.18M | 0 | 1 | 1 | 0 | 2 |
| POST | POST HOLDINGS INC | -123,285 | -$14.45M | 0 | 1 | 1 | 0 | 2 |
| PPC | PILGRIM'S PRIDE CORP | -116,167 | -$16.74M | 0 | 0 | 2 | 0 | 2 |
| GIS | GENERAL MILLS INC | -103,418 | -$8.36M | 0 | 3 | 0 | 1 | 4 |
| UNFI | UNITED NATURAL FOODS INC | -81,650 | -$2.80M | 0 | 0 | 1 | 1 | 1 |
| BF-A | BROWN-FORMAN CORP-CLASS A | -78,560 | -$30.40M | 0 | 0 | 3 | 0 | 3 |
| EL | ESTEE LAUDER COMPANIES-CL A | -73,928 | $142.00M | 2 | 0 | 4 | 0 | 7 |
| ELF | ELF BEAUTY INC | -65,461 | -$3.87M | 0 | 0 | 1 | 0 | 1 |
| FIZZ | NATIONAL BEVERAGE CORP | -63,000 | $2.90M | 0 | 0 | 1 | 0 | 1 |
| FARM | FARMER BROS CO | -60,300 | -$751.31K | 0 | 0 | 1 | 0 | 1 |
| SKIL | SKILLSOFT CORP | -55,256 | -$1.28M | 0 | 1 | 0 | 1 | 1 |
| KOF | COCA-COLA FEMSA SAB-SP ADR | -48,284 | $38.07M | 1 | 1 | 1 | 0 | 4 |
| NUS | NU SKIN ENTERPRISES INC - A | -43,497 | $991.06K | 0 | 0 | 1 | 0 | 1 |
| COTY | COTY INC-CL A | -42,744 | -$4.26M | 0 | 1 | 1 | 0 | 2 |
| COCO | VITA COCO CO INC/THE | -39,200 | -$1.16M | 0 | 0 | 1 | 0 | 1 |
| NGVC | NATURAL GROCERS BY VITAMIN C | -38,799 | -$2.11M | 1 | 0 | 1 | 1 | 2 |
| TGT | TARGET CORP | -36,408 | -$14.33M | 0 | 3 | 5 | 0 | 8 |
| OLLI | OLLIE'S BARGAIN OUTLET HOLDI | -35,783 | -$3.72M | 1 | 0 | 2 | 0 | 3 |
Frequently asked questions about Most sold consumer defensive stocks in Q2 2025
What are the most sold Consumer Defensive stocks in Q2 2025?
The most sold consumer defensive stocks in Q2 2025 are those with the largest decrease in reported share counts across tracked institutional investors compared to Q1 2025, based on SEC 13F filings.
Which consumer defensive stocks did institutional investors trimmed or exited the most in Q2 2025?
Among the managers we track, net reductions were largest in companies such as BROWN-FORMAN CORP-CLASS B (BF-B), PHILIP MORRIS INTERNATIONAL (PM), WALMART INC (WMT), 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 Q1 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.