Sector · Consumer Defensive

Consumer Defensive flow & holdings

Aggregated institutional positions, insider trades, and U.S. Congress disclosures across 131 tickers.

Tickers

131

Combined value

$274.94B

Insider net (30d)

−$12.9M

Congress trades (30d)

Sector consensus moves

Latest portfolios · 2025Q4

Most bought

Tracked managers added or opened

WMT$10.88B
Norges Bank (Norway SWF)Izzy Englander (Millennium Mgmt)Wellington Management+6
WALMART INC
COST$6.45B
Norges Bank (Norway SWF)Renaissance Technologies D.E. Shaw & Co.+9
COSTCO WHSL CORP NEW
PG$5.46B
Norges Bank (Norway SWF)Renaissance Technologies D.E. Shaw & Co.+9
PROCTER AND GAMBLE CO
KO$4.33B
Norges Bank (Norway SWF)Jeremy Grantham (GMO)Lee Ainslie (Maverick Capital)+6
COCA COLA CO
UL$3.72B
Wellington Management Ken Fisher (Fisher Asset Mgmt)Norges Bank (Norway SWF)+13
UNILEVER PLC
PEP$3.70B
Norges Bank (Norway SWF)Steve Cohen (Point72)Ken Griffin (Citadel Advisors)+7
PEPSICO INC
KMB$2.28B
Wellington Management Norges Bank (Norway SWF)D.E. Shaw & Co.+9
KIMBERLY-CLARK CORP
KDP$1.91B
Bill Nygren (Harris / Oakmark)Norges Bank (Norway SWF)Wellington Management+4
KEURIG DR PEPPER INC

Most sold

Tracked managers trimmed or exited

PM$2.15B
Andreas Halvorsen (Viking Global)Wellington Management Stephen Mandel (Lone Pine Capital)+8
PHILIP MORRIS INTL INC
KVUE$1.13B
Wellington Management Ken Griffin (Citadel Advisors)Lee Ainslie (Maverick Capital)+4
KENVUE INC
PRMB$952M
Andreas Halvorsen (Viking Global)Dan Sundheim (D1 Capital)Daniel Loeb (Third Point)+8
PRIMO BRANDS CORPORATION
WMT$932M
D.E. Shaw & Co.Two Sigma Investments Steve Cohen (Point72)+7
WALMART INC
KR$920M
Wellington Management D.E. Shaw & Co.Renaissance Technologies+3
KROGER CO
KO$767M
Wellington Management D.E. Shaw & Co.Ken Griffin (Citadel Advisors)+6
COCA COLA CO
MNST$625M
Ken Griffin (Citadel Advisors)Izzy Englander (Millennium Mgmt)Renaissance Technologies+4
MONSTER BEVERAGE CORP NEW
CL$517M
Wellington Management D.E. Shaw & Co.Two Sigma Investments+6
COLGATE PALMOLIVE CO

Biggest consumer defensive books

Top 12 super-investors · 2025Q4

#	Manager	Sector value	Positions	% of book	Top picks
1	Howard Marks Oaktree Capital	$78.88B	1	1.3%	STKL
2	Warren Buffett Berkshire Hathaway	$40.80B	5	14.9%	KO KHC KR
3	Norges Bank Norway SWF	$35.49B	72	3.8%	WMT COST PG
4	T. Rowe Price	$23.73B	115	2.6%	PG WMT CL
5	Wellington Management	$21.44B	73	3.8%	PM UL KO
6	Ken Fisher Fisher Asset Mgmt	$12.77B	35	4.4%	WMT COST PG
7	AQR Capital Management	$9.19B	121	4.8%	WMT PEP PM
8	Izzy Englander Millennium Mgmt	$9.05B	126	6.5%	WMT KVUE PG
9	Ken Griffin Citadel Advisors	$6.47B	119	4.4%	CL COST WMT
10	First Eagle Investment Management	$4.72B	22	8.3%	FMX PM ABEV
11	D.E. Shaw & Co.	$4.64B	108	3.5%	COST PG KVUE
12	Dodge & Cox	$4.03B	18	2.2%	BUD ADM TAP

Consumer Defensive valuation

Per-ticker scatter · medians from 5 covered tickers

P/E TTM

4 tickers

35.6×

median multiple

24.6×Consumer Defensive cohort51.9×

P/S TTM

4 tickers

1.9×

median multiple

1.4×Consumer Defensive cohort6.8×

P/B TTM

4 tickers

10.2×

median multiple

10.1×Consumer Defensive cohort13.8×

Gross margin

4 tickers

39.5%

median TTM

12.9%Consumer Defensive cohort61.6%

Operating margin

4 tickers

9.5%

median TTM

3.8%Consumer Defensive cohort28.7%

ROE

4 tickers

36.4%

median TTM

23.7%Consumer Defensive cohort44.4%

ROIC

4 tickers

13.1%

median TTM

11.9%Consumer Defensive cohort19.1%

Cohort detail · top 5 by data coverage

Ticker	P/E	P/S	P/B	GM	OpM	ROE	ROIC
WMT	46.4×	1.4×	10.2×	24.9%	4.2%	23.7%	11.9%
COST	51.9×	1.5×	13.8×	12.9%	3.8%	28.8%	19.1%
PG	—	—	—	—	—	—	—
KO	24.9×	6.8×	10.1×	61.6%	28.7%	44.4%	13.0%
PEP	24.6×	2.3×	10.1×	54.1%	14.8%	43.9%	13.2%

Industries in Consumer Defensive

All industries →

Beverages - Non-Alcoholic

11 tickers$134.58B

Discount Stores

8 tickers$41.35B

Household & Personal Products

Education & Training Services

17 tickers$2.75B

Beverages - Wineries & Distilleries

2 tickers$271.5M

Top tickers by combined institutional value

Ticker	Company	Industry	Value
STKL	SUNOPTA INC	Beverages - Non-Alcoholic	$78.93B
KO	COCA COLA CO	Beverages - Non-Alcoholic	$38.07B
WMT	WALMART INC	Discount Stores	$21.72B
PG	PROCTER AND GAMBLE CO	Household & Personal Products	$14.35B
COST	COSTCO WHSL CORP NEW	Discount Stores	$12.54B
KHC	KRAFT HEINZ CO	Packaged Foods	$8.69B
PEP	PEPSICO INC	Beverages - Non-Alcoholic	$7.58B
PM	PHILIP MORRIS INTL INC	Tobacco	$7.08B
CL	COLGATE PALMOLIVE CO	Household & Personal Products	$5.69B
KDP	KEURIG DR PEPPER INC	Beverages - Non-Alcoholic	$5.49B
KR	KROGER CO	Grocery Stores	$5.34B
STZ	CONSTELLATION BRANDS INC	Beverages - Brewers	$4.26B

Most insider activity (last 30 days)

Ticker	Company	Net (30d)
HSY	HERSHEY CO	−$10.3M
LW	LAMB WESTON HLDGS INC	+$6.4M
COCO	VITA COCO CO INC	−$4.2M
VLGEA	VILLAGE SUPER MKT INC	−$1.6M
BJ	BJS WHSL CLUB HLDGS INC	−$1.4M
FMX	FOMENTO ECONOMICO MEXICANO S	−$1.2M
CAG	CONAGRA BRANDS INC	+$609K
ABEV	AMBEV SA	−$434K
LWAY	LIFEWAY FOODS INC	−$398K
BYND	BEYOND MEAT INC	−$253K

Most Congressional activity (last 30 days)

Ticker	Company	Trades (30d)
PEP	PEPSICO INC	2