Most sold consumer defensive stocks in Q3 2025

See which Consumer Defensive stocks institutional investors trimmed or exited the most in Q3 2025, measured as net reductions in reported share positions from Q2 2025 into Q3 2025. Notable reductions at the top of this list include BRF SA-ADR (BRFS), AMBEV SA-ADR (ABEV), KRAFT HEINZ CO/THE (KHC), COTY INC-CL A (COTY). These rankings are based on SEC 13F filings from the investors we track.

SymbolNameNet sharesNet valueNewAddedTrimmedSold outHolding now
BRFSBRF SA-ADR-8,520,760-$31.10M00010
ABEVAMBEV SA-ADR-7,783,378-$88.09M01405
KHCKRAFT HEINZ CO/THE-4,101,629-$31.17M02518
COTYCOTY INC-CL A-2,964,058-$14.97M00202
WESTWESTROCK COFFEE CO-2,562,251-$14.78M10011
KRKROGER CO-2,195,414-$376.24M01114
BUDANHEUSER-BUSCH INBEV-SPN ADR-2,058,802-$506.69M01406
CPBCAMPBELL SOUP CO-1,019,221-$29.29M11204
BRBRBELLRING BRANDS INC-980,529-$56.93M01011
HNSTHONEST CO INC/THE-959,348-$7.88M00111
PMPHILIP MORRIS INTERNATIONAL-901,547-$749.97M045212
KKELLANOVA-778,417-$58.61M01203
NWLNEWELL BRANDS INC-757,084-$11.79M00202
SPTNSPARTANNASH CO-752,978-$19.95M00010
MDLZMONDELEZ INTERNATIONAL INC-A-675,074-$70.88M11205
BTIBRITISH AMERICAN TOB-SP ADR-650,207-$18.69M02204
KDPKEURIG DR PEPPER INC-647,324-$21.61M00212
ELESTEE LAUDER COMPANIES-CL A-592,844$20.40M03316
HRLHORMEL FOODS CORP-519,078-$57.46M00505
FLOFLOWERS FOODS INC-431,881-$22.87M00111
TSNTYSON FOODS INC-CL A-417,457-$51.51M04206
DNUTKRISPY KREME INC-379,500-$493.69K00101
MOALTRIA GROUP INC-369,389-$5.66M01416
GOGROCERY OUTLET HOLDING CORP-360,254-$4.08M00101
LAURLAUREATE EDUCATION INC-352,100-$7.96M01102
THSTREEHOUSE FOODS INC-330,800-$6.37M00101
PRDOPERDOCEO EDUCATION CORP-305,397$9.06M00101
CHDCHURCH & DWIGHT CO INC-305,354-$111.15M00414
INGRINGREDION INC-251,583-$55.07M01304
UTIUNIVERSAL TECHNICAL INSTITUT-241,056-$10.05M01203
USFDUS FOODS HOLDING CORP-240,051-$19.02M01203
NSRGYNESTLE SA-SPONS ADR-236,996-$67.21M00202
VITLVITAL FARMS INC-198,532-$5.33M00202
UVVUNIVERSAL CORP/VA-173,286-$10.89M00111
HAINHAIN CELESTIAL GROUP INC-170,522-$258.31K00101
CLXCLOROX COMPANY-166,755-$15.43M03105
PEPPEPSICO INC-166,646$21.93M246017
TPBTURNING POINT BRANDS INC-165,600-$10.43M00101
NATRNATURES SUNSHINE PRODS INC-150,900-$1.55M01203
ATGEADTALEM GLOBAL EDUCATION INC-146,311$19.73M00202
SYYSYSCO CORP-134,028$9.89M12206
COKECOCA-COLA CONSOLIDATED INC-127,158-$12.05M10102
CHEFCHEFS' WAREHOUSE INC/THE-126,347-$9.49M11103
BGSB&G FOODS INC-125,788-$528.64K01011
APEIAMERICAN PUBLIC EDUCATION-116,300$4.82M00101
EDUNEW ORIENTAL EDUCATIO-SP ADR-106,400-$8.61M00101
BF-ABROWN-FORMAN CORP-CLASS A-102,777-$5.36M01203
MGPIMGP INGREDIENTS INC-94,118-$7.58M01112
DARDARLING INGREDIENTS INC-92,189-$14.01M00101
NGVCNATURAL GROCERS BY VITAMIN C-81,792-$2.84M00202
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)BRFSABEVKHCCOTYWESTKRBUDCPBBRBRHNSTPMKNWLSPTNMDLZBTIKDPELHRLFLOSymbol

Frequently asked questions about Most sold consumer defensive stocks in Q3 2025

  • What are the most sold Consumer Defensive stocks in Q3 2025?

    The most sold consumer defensive stocks in Q3 2025 are those with the largest decrease in reported share counts across tracked institutional investors compared to Q2 2025, based on SEC 13F filings.

  • Which consumer defensive stocks did institutional investors trimmed or exited the most in Q3 2025?

    Among the managers we track, net reductions were largest in companies such as BRF SA-ADR (BRFS), AMBEV SA-ADR (ABEV), KRAFT HEINZ CO/THE (KHC), 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 Q2 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.