Most sold consumer defensive stocks in Q2 2026
See which Consumer Defensive stocks institutional investors trimmed or exited the most in Q2 2026, measured as net reductions in reported share positions from Q1 2026 into Q2 2026. 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.
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| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| KO | COCA-COLA CO/THE | -3,092,134,983 | -$228.78B | 13 | 103 | 78 | 3284 | 229 |
| WMT | WALMART INC | -2,652,137,516 | -$320.11B | 4 | 120 | 121 | 4082 | 279 |
| KVUE | KENVUE INC | -1,728,283,079 | -$28.57B | 9 | 14 | 11 | 960 | 42 |
| PG | PROCTER & GAMBLE CO/THE | -1,549,538,788 | -$214.54B | 11 | 114 | 105 | 3673 | 261 |
| KDP | KEURIG DR PEPPER INC | -1,244,766,962 | -$31.07B | 4 | 6 | 8 | 784 | 27 |
| PM | PHILIP MORRIS INTERNATIONAL | -1,239,391,613 | -$198.15B | 10 | 73 | 57 | 2646 | 172 |
| ABEV | AMBEV SA-ADR | -1,040,502,272 | -$2.99B | 4 | 4 | 3 | 387 | 15 |
| MO | ALTRIA GROUP INC | -1,008,454,340 | -$64.77B | 12 | 69 | 54 | 2271 | 161 |
| MDLZ | MONDELEZ INTERNATIONAL INC-A | -1,006,173,607 | -$54.29B | 5 | 40 | 38 | 1778 | 96 |
| KHC | KRAFT HEINZ CO/THE | -988,392,241 | -$21.64B | 5 | 20 | 6 | 1038 | 38 |
| PEP | PEPSICO INC | -976,932,452 | -$146.25B | 5 | 79 | 101 | 3263 | 217 |
| CL | COLGATE-PALMOLIVE CO | -659,544,682 | -$51.54B | 8 | 41 | 34 | 1816 | 109 |
| MNST | MONSTER BEVERAGE CORP | -608,874,076 | -$42.86B | 11 | 26 | 9 | 1157 | 61 |
| KR | KROGER CO | -516,445,712 | -$36.21B | 1 | 21 | 21 | 1303 | 58 |
| GIS | GENERAL MILLS INC | -447,209,791 | -$16.20B | 9 | 27 | 11 | 1228 | 63 |
| ACI | ALBERTSONS COS INC - CLASS A | -439,797,282 | -$7.25B | 0 | 4 | 2 | 425 | 7 |
| NWL | NEWELL BRANDS INC | -409,813,141 | -$1.39B | 0 | 2 | 3 | 406 | 9 |
| SYY | SYSCO CORP | -402,547,022 | -$27.81B | 7 | 22 | 29 | 1475 | 73 |
| CAG | CONAGRA BRANDS INC | -402,122,662 | -$6.04B | 2 | 16 | 5 | 745 | 27 |
| ADM | ARCHER-DANIELS-MIDLAND CO | -395,590,488 | -$28.04B | 3 | 16 | 12 | 1056 | 42 |
| COTY | COTY INC-CL A | -323,632,814 | -$617.64M | 1 | 2 | 2 | 316 | 6 |
| TGT | TARGET CORP | -321,741,223 | -$37.89B | 12 | 38 | 29 | 1690 | 102 |
| BTI | BRITISH AMERICAN TOB-SP ADR | -312,613,083 | -$17.90B | 9 | 14 | 8 | 814 | 49 |
| COST | COSTCO WHOLESALE CORP | -302,277,659 | -$284.10B | 10 | 104 | 107 | 3872 | 261 |
| KMB | KIMBERLY-CLARK CORP | -290,800,367 | -$26.97B | 12 | 27 | 30 | 1539 | 90 |
| RLX | RLX TECHNOLOGY INC-ADR | -252,566,517 | -$530.02M | 0 | 0 | 1 | 100 | 1 |
| HRL | HORMEL FOODS CORP | -247,907,218 | -$5.55B | 1 | 9 | 4 | 607 | 20 |
| TSN | TYSON FOODS INC-CL A | -246,188,690 | -$15.22B | 1 | 4 | 16 | 851 | 27 |
| USFD | US FOODS HOLDING CORP | -228,623,161 | -$19.64B | 3 | 7 | 9 | 640 | 27 |
| MKC | MCCORMICK & CO-NON VTG SHRS | -227,606,865 | -$10.94B | 5 | 12 | 16 | 902 | 43 |
| EL | ESTEE LAUDER COMPANIES-CL A | -227,395,784 | -$15.49B | 3 | 12 | 3 | 795 | 28 |
| TAL | TAL EDUCATION GROUP- ADR | -226,096,154 | -$2.45B | 2 | 1 | 0 | 221 | 3 |
| DG | DOLLAR GENERAL CORP | -209,529,735 | -$23.99B | 2 | 13 | 15 | 1091 | 42 |
| DLTR | DOLLAR TREE INC | -203,855,120 | -$20.49B | 1 | 13 | 6 | 812 | 30 |
| CHD | CHURCH & DWIGHT CO INC | -199,047,178 | -$18.17B | 0 | 11 | 13 | 991 | 40 |
| BF-B | BROWN-FORMAN CORP-CLASS B | -198,106,191 | -$4.80B | 1 | 6 | 4 | 553 | 19 |
| CPB | CAMPBELL SOUP CO | -182,654,557 | -$3.88B | 6 | 8 | 3 | 554 | 24 |
| FLO | FLOWERS FOODS INC | -173,031,118 | -$1.39B | 3 | 5 | 0 | 409 | 12 |
| TAP | MOLSON COORS BEVERAGE CO - B | -165,637,168 | -$6.73B | 0 | 6 | 8 | 591 | 23 |
| DAR | DARLING INGREDIENTS INC | -159,277,111 | -$9.58B | 0 | 7 | 4 | 586 | 15 |
| COUR | COURSERA INC | -158,366,259 | -$919.10M | 0 | 1 | 2 | 228 | 3 |
| CELH | CELSIUS HOLDINGS INC | -156,124,578 | -$5.65B | 5 | 3 | 7 | 554 | 19 |
| PFGC | PERFORMANCE FOOD GROUP CO | -152,481,765 | -$12.69B | 1 | 9 | 4 | 439 | 19 |
| HIMS | HIMS & HERS HEALTH INC | -143,771,127 | -$2.91B | 3 | 4 | 1 | 422 | 11 |
| STZ | CONSTELLATION BRANDS INC-A | -140,380,160 | -$20.37B | 2 | 12 | 20 | 969 | 52 |
| LAUR | LAUREATE EDUCATION INC | -134,881,904 | -$4.44B | 0 | 2 | 2 | 331 | 5 |
| BJ | BJ'S WHOLESALE CLUB HOLDINGS | -132,338,248 | -$12.39B | 1 | 5 | 11 | 593 | 26 |
| UDMY | UDEMY INC | -129,405,098 | -$597.56M | 0 | 0 | 0 | 191 | 0 |
| HSY | HERSHEY CO/THE | -121,666,493 | -$24.61B | 3 | 24 | 24 | 1391 | 64 |
| LW | LAMB WESTON HOLDINGS INC | -121,189,406 | -$4.63B | 1 | 8 | 6 | 532 | 22 |
Frequently asked questions about Most sold consumer defensive stocks in Q2 2026
What are the most sold Consumer Defensive stocks in Q2 2026?
The most sold consumer defensive stocks in Q2 2026 are those with the largest decrease in reported share counts across institutional investors compared to Q1 2026, based on SEC 13F filings.
Which consumer defensive stocks did institutional investors trimmed or exited the most in Q2 2026?
Among filers in this sector, net reductions were largest in companies such as COCA-COLA CO/THE (KO), WALMART INC (WMT), KENVUE INC (KVUE), 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 Q1 2026).
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.