L3VLUP

Consumer staples

Definition

Companies whose SEC Standard Industrial Classification code falls in 0100 to 0799, 0900 to 0999, 2000 to 2199, 2840 to 2844, 5100 to 5121, 5123 to 5170, 5173 to 5199, 5331, 5399 to 5499, 5912, as EDGAR assigns them.

Q2 2026 against Q1 2026

Reported value
$483bn
+$32.3bn on the quarter before
Managers listing any
77
+5 on the quarter before
Stocks listed
126
+0 on the quarter before
Buyers
1,804
manager-stock pairs opening or adding
Sellers
1,781
manager-stock pairs trimming or exiting
value over 8 quartersNet buying actions by quarter: +129 · +137 · +265 · +311 · +295 · -75 · +182 · +23

See it in the heatmap, ranked by breadth →

Managers listing any counts distinct comparable managers. Buyers and sellers count actions by comparable managers, once for each stock a manager moved in. Value moves with prices as well as with buying.

Largest stocks (126 in all)

By combined reported value at Q2 2026. Holders are at least counts, among listed positions.
StockHoldersValueBuyersSellersHolders, 8 quarters
PMPhilip Morris Intl Inc40$64.1bn2019
KOCoca Cola Co44$56.6bn2517
COSTCostco Wholesale Corporation42$35.6bn2222
CVSCVS Health Corp39$31.0bn1824
WMTWalmart Inc42$30.7bn2517
PGProcter & Gamble Co41$19.0bn2220
KDPKeurig DR Pepper Inc32$18.1bn2015
PEPPepsico Inc40$13.9bn2417
MNSTMonster Beverage Corp New38$12.5bn1627
MDLZMondelez Intl Inc34$12.4bn2018
CTVACorteva Inc32$12.1bn1520
MOAltria Group Inc37$9.6bn2020
KHCKraft Heinz Co33$9.5bn1815
CLColgate Palmolive Co37$9.0bn1720
KVUEKenvue Inc37$7.9bn2019
USFDUS Foods HLDG Corp29$7.6bn1321
PFGCPerformance Food Group Co41$7.4bn2514
TGTTarget Corp33$6.9bn1820
BTIBritish American Tobacco PLC29$6.1bn1815
STZConstellation Brands Inc39$5.7bn2220
KRKroger Co33$5.6bn2214
DLTRDollar Tree Inc32$5.4bn1717
SYYSysco Corp39$5.1bn2220
ECLEcolab Inc36$4.9bn2121
ULUnilever Spn.Adr 1:129$4.0bn1912

Managers holding its largest names

Across the 15 largest stocks above at Q2 2026: how many of them each manager lists, and their combined value. A manager can hold others below its listed range.

2.7% of the value at Q2 2026 sits in stocks with no SIC code on file, counted as unclassified rather than placed in a sector.