Sector
Consumer Staples
Q2 2026: 3.0% of the giants’ composite, 52 companies held; estimated net selling of $765.0M this quarter.
I
The 20 Most Heavily Held Companies in This Sector
Ranked by composite weight.
| Rank | Company | Giants holding | Composite weight | This quarter |
|---|---|---|---|---|
| 1 | KHCKraft Heinz Co | 5 | 0.36% | bought 2 sold 1 |
| 2 | CVSCVS Health Corp | 3 | 0.35% | bought 0 sold 3 |
| 3 | KOCoca-Cola Co | 6 | 0.23% | bought 1 sold 1 |
| 4 | PMPhilip Morris International Inc | 5 | 0.23% | bought 0 sold 3 |
| 5 | PGProcter & Gamble Co | 5 | 0.19% | bought 1 sold 4 |
| 6 | KOFCoca-Cola FEMSA | 1 | 0.16% | bought 0 sold 0 |
| 7 | PEPPepsiCo Inc | 6 | 0.16% | bought 1 sold 3 |
| 8 | FRPTFreshpet, Inc | 1 | 0.15% | bought 1 sold 0 |
| 9 | NOMDNomad Foods Ltd | 1 | 0.13% | bought 0 sold 0 |
| 10 | ACIAlbertsons Companies, Inc | 1 | 0.11% | bought 1 sold 0 |
| 11 | MDLZMondelez International, Inc | 1 | 0.10% | bought 0 sold 1 |
| 12 | TSNTyson Foods Inc | 3 | 0.09% | bought 2 sold 2 |
| 13 | CHDChurch & Dwight Co Inc | 2 | 0.08% | bought 0 sold 2 |
| 14 | BF.ABrown-Forman Corp | 3 | 0.08% | bought 0 sold 2 |
| 15 | TAPMolson Coors Beverage Co | 2 | 0.05% | bought 2 sold 0 |
| 16 | JBSJBS NV | 1 | 0.04% | bought 1 sold 1 |
| 17 | SYYSysco Corp | 3 | 0.04% | bought 2 sold 0 |
| 18 | DEODiageo PLC | 4 | 0.04% | bought 1 sold 0 |
| 19 | KVUEKenvue Inc | 2 | 0.03% | bought 2 sold 0 |
| 20 | COTYCoty Inc | 1 | 0.03% | bought 1 sold 0 |
II
Money Flows
Estimated Net Buying (Last 20 Quarters)
Share of the Composite (from 2013)
III
Giants Most Invested in This Sector
| Giant | Weight | Companies |
|---|---|---|
| Prem Watsa | 26.5% | 4 |
| Yacktman | 18.9% | 14 |
| Nick Train | 14.6% | 6 |
| Warren Buffett / Greg Abel | 14.2% | 3 |
| Mason Hawkins | 14.1% | 5 |
| Terry Smith | 12.9% | 4 |
| Chris Davis | 11.0% | 4 |
| Tweedy, Browne | 10.9% | 9 |
| Tom Russo | 10.2% | 10 |
| Glenn Welling | 8.9% | 1 |