Gross qualifying purchases (USD), summed per company. Research leads, not recommendations: a company page shows the roles, transaction types and source filings.

What changed?

Compared with 2026-10-12 · 205 same-sector companies present in both snapshots

-0.49 pp
Common-cohort change

+4 / −5
Entered / left buying status

+11 / −3
Coverage / classification additions and removals

Buying companies among coverage additions / removals: 0 / 0

Entered buying status (4)

PEPSICO INC · Mission Produce, Inc. · Dole plc · CleanCore Solutions, Inc.

Left buying status (5)

BRIDGFORD FOODS CORP · TOFUTTI BRANDS INC · B&G Foods, Inc. · Celsius Holdings, Inc. · Freshpet, Inc.

Endpoint changes can reflect rolling-window expiry or filing backfills; they do not establish fresh trades or intent.

Buying characteristics

Top three companies’ share of qualifying gross purchase value: 96.0%

Companies with purchases: 15 · Multiple buyers: 2 · Repeat buyers on distinct dates: 8

Multiple buyers · 2/15 (13.3%)
2/15

Repeat buying · 8/15 (53.3%)
8/15

Largest recorded gross purchases: 51Talk Online Education Group (USD 28,821,300) · PEPSICO INC (USD 17,904,168) · Lifeway Foods, Inc. (USD 2,169,394)

Features overlap. Buyer-days consolidate the same reported buyer and date, not verified independent purchase events. Name variants may remain. Concentration requires complete values; currencies are never mixed.

Companies to investigate

Company	Buying status	Buyers	Buyer-days	Gross purchases	Latest buy
51Talk Online Education Group COE	Buying	1	4	USD 28,821,300	2026-09-25
PEPSICO INC PEP	Buying	1	1	USD 17,904,168	2026-10-14
Lifeway Foods, Inc. LWAY	Buying	1	3	USD 2,169,394	2026-10-06
Mission Produce, Inc. AVO	Buying	1	2	USD 594,785	2026-10-12
MINISO Group Holding Ltd MNSO	Buying	1	1	USD 340,356	2026-09-29
CleanCore Solutions, Inc. ZONE	Buying	1	3	USD 286,425	2026-10-16
HORMEL FOODS CORP /DE/ HRL	Buying	1	1	USD 201,000	2026-10-05
BrasilAgro - Brazilian Agricultural Real Estate Co LND	Buying	1	4	USD 199,696	2026-10-05
Village Farms International, Inc. VFF	Buying	2	2	USD 131,750	2026-09-22
Dole plc DOLE	Buying	1	1	USD 75,721	2026-10-12
WILLAMETTE VALLEY VINEYARDS INC WVVI	Buying	5	9	USD 71,512	2026-10-12
MCCORMICK & CO INC MKC	Buying	1	1	USD 44,610	2026-10-02
UNIVERSAL TECHNICAL INSTITUTE INC UTI	Buying	1	2	USD 39,510	2026-09-28
Golden Growers Cooperative GGROU	Buying	1	1	USD 25,000	2026-10-01
Cuentas Inc. CUEN	Buying	1	3	USD 4,721	2026-09-25

201 other eligible companies had no qualifying buying in the window

17 Education & Technology Group Inc. · 22nd Century Group, Inc. · Adecoagro S.A. · Afya Ltd · AIR Global PLC · Albertsons Companies, Inc. · ALICO, INC. · ALTRIA GROUP, INC. · AMBEV S.A. · AMCON DISTRIBUTING CO · AMERICAN PUBLIC EDUCATION INC · Andersons, Inc. · Archer-Daniels-Midland Co · ARKO Corp. · ATA Creativity Global · Axil Brands, Inc. · B&G Foods, Inc. · BARFRESH FOOD GROUP INC. · BBB FOODS INC · BELLRING BRANDS, INC. · BEST SPAC I Acquisition Corp. · BEYOND MEAT, INC. · BJ's Wholesale Club Holdings, Inc. · BLOOMIA HOLDINGS, INC. · BONK, INC. · BOSTON BEER CO INC · Boxlight Corp · BranchOut Food Inc. · BRC Inc. · BRIDGFORD FOODS CORP · BrightView Holdings, Inc. · BROWN FORMAN CORP · Bunge Global SA · CAL-MAINE FOODS INC · CALAVO GROWERS INC · CAMPBELL'S Co · Caring Brands, Inc. · cbdMD, Inc. · CEA Industries Inc. · Celsius Holdings, Inc. · CENTRAL GARDEN & PET CO · Charlotte's Web Holdings, Inc. · Chefs' Warehouse, Inc. · CHEGG, INC · CHURCH & DWIGHT CO INC /DE/ · Classover Holdings, Inc. · CLOROX CO /DE/ · COCA COLA CO · Coca-Cola Consolidated, Inc. · COFFEE HOLDING CO INC · COLGATE PALMOLIVE CO · CONAGRA BRANDS INC. · CONSTELLATION BRANDS, INC. · Corteva, Inc. · COSTCO WHOLESALE CORP /NEW · COTY INC. · Covista Inc. · Crimson Wine Group, Ltd · DARLING INGREDIENTS INC. · DDC Enterprise Ltd · DOLLAR GENERAL CORP · DOLLAR TREE, INC. · DOMINOS PIZZA INC · e.l.f. Beauty, Inc. · ECOLAB INC. · EDGEWELL PERSONAL CARE Co · Edible Garden AG Inc · Enhanced Group Inc. · EpicQuest Education Group International Ltd · ESTEE LAUDER COMPANIES INC · FARMER BROTHERS CO · Fitness Champs Holdings Ltd · FIVE BELOW, INC · FLOWERS FOODS INC · FRESH DEL MONTE PRODUCE INC · Freshpet, Inc. · Gaotu Techedu Inc. · GENERAL MILLS INC · Genvor Inc · Graham Holdings Co · Grand Canyon Education, Inc. · Green Thumb Industries Inc. · Greenlane Holdings, Inc. · Grocery Outlet Holding Corp. · Grown Rogue International Inc. · HAIN CELESTIAL GROUP INC · HERSHEY CO · HF Foods Group Inc. · Host Digital Inc. · iANTHUS CAPITAL HOLDINGS, INC. · INGLES MARKETS INC · Ingredion Inc · INNOVATIVE FOOD HOLDINGS INC · INTERPARFUMS INC · IP STRATEGY HOLDINGS, INC. · Ispire Technology Inc. · J M SMUCKER Co · J&J SNACK FOODS CORP · JBS N.V. · Jinxin Technology Holding Co · JONES SODA CO. · KELLANOVA · Kenvue Inc. · Keurig Dr Pepper Inc. · Kraft Heinz Co · Krispy Kreme, Inc. · KROGER CO · Laird Superfood, Inc. · Lamb Weston Holdings, Inc. · LAUREATE EDUCATION, INC. · Legacy Education Inc. · Limoneira CO · LINCOLN EDUCATIONAL SERVICES CORP · Local Bounti Corporation/DE · LQR House Inc. · Maison Solutions Inc. · Mama's Creations, Inc. · Marwynn Holdings, Inc. · MARZETTI CO · McGraw Hill, Inc. · MDWerks, Inc. · Meiwu Technology Co Ltd · MEXICAN ECONOMIC DEVELOPMENT INC · MGP INGREDIENTS INC · MOLSON COORS BEVERAGE CO · Mondelez International, Inc. · Monster Beverage Corp · Mynd.ai, Inc. · NATIONAL BEVERAGE CORP · Natural Grocers by Vitamin Cottage, Inc. · Nerdy Inc. · New Oriental Education & Technology Group Inc. · NEWELL BRANDS INC. · NOCERA, INC. · Nomad Foods Ltd · Oatly Group AB · Oddity Tech Ltd · OLAPLEX HOLDINGS, INC. · Ollie's Bargain Outlet Holdings, Inc. · Once Upon a Farm, PBC · Park Ha Biological Technology Co., Ltd. · PCS Edventures!, Inc. · PERDOCEO EDUCATION Corp · Performance Food Group Co · Philip Morris International Inc. · Phoenix Education Partners, Inc. · PILGRIMS PRIDE CORP · Planet 13 Holdings Inc. · Post Holdings, Inc. · PRICESMART INC · Primo Brands Corp · PROCTER & GAMBLE Co · Rainmaker Worldwide Inc. · Rocky Mountain Chocolate Factory, Inc. · RYTHM, Inc. · SANFILIPPO JOHN B & SON INC · Seneca Foods Corp · Simply Good Foods Co · SMITHFIELD FOODS INC · SOLESENCE, INC. · Sow Good Inc. · Spectrum Brands Holdings, Inc. · Sprouts Farmers Market, Inc. · Steakholder Foods Ltd. · STEPAN CO · Strategic Education, Inc. · Stride, Inc. · STRYVE FOODS, INC. · SUJA LIFE, INC. · SunOpta Inc. · SYSCO CORP · TAL Education Group · TARGET CORP · TerrAscend Corp. · TOFUTTI BRANDS INC · TOOTSIE ROLL INDUSTRIES INC · TreeHouse Foods, Inc. · Turning Point Brands, Inc. · Twenty One Capital, Inc. · TYSON FOODS, INC. · Udemy, Inc. · UNITED GUARDIAN INC · UNITED NATURAL FOODS INC · UNIVERSAL CORP /VA/ · US Foods Holding Corp. · Utz Brands, Inc. · Verano Holdings Corp. · VILLAGE SUPER MARKET INC · Vita Coco Company, Inc. · Vital Farms, Inc. · Vylor Inc. · Waldencast plc · Walmart Inc. · WEIS MARKETS INC · Westrock Coffee Co · Wing Yip Food Holdings Group Ltd · Yesway, Inc. · Youdao, Inc. · Zeta Network Group · Zevia PBC · Zhongchao Inc.

Background

Price and liquidity context

-8.0%
median 30-day company return · 58 companies

7,353,606
median daily turnover

14
companies with buy / ADTV

Price movement is a descriptive comparison. Buy / ADTV is shown only when the insider value and turnover use the same currency; it is not an estimate of market impact.

Coverage and evidence quality

Eligible companies: 216 · Buying companies: 15 · Price history: 58 · Complete purchase values: 15

Not available yet: earnings-related buying (no results dates captured for these companies in the last 180 days); outcomes after earlier buying (no archived snapshot has 20 days of prices after it yet).

A missing value is reported as unavailable and does not lower a signal. Source filing links remain the audit record.

Participation is not a return forecast. No sector score is added. Missing detail is not zero activity.

Market breadth & relative performance

Price participation, separate from insider buying.

Sector ETF performance

2026-10-16 · Price returns, excluding dividends. Smaller figures show excess over S&P 500 in percentage points.

Sector / ETF	1M	3M	6M
S&P 500 Price benchmark	+1.4%	+1.7%	+8.8%
Consumer DefensiveXLP	+5.1%+3.7 pp vs S&P	+2.1%+0.4 pp vs S&P	+7.6%-1.2 pp vs S&P

ETF series coverage: 1/1 · ETF portfolios differ from this research universe.

Methodology & dates

Yahoo Finance close prices; complete matching sessions required. ETF holdings coverage has not been verified.

1M: 2026-09-16 → 2026-10-16 · 3M: 2026-07-16 → 2026-10-16 · 6M: 2026-04-16 → 2026-10-16

Constituent price coverage

6 / 216 companies have complete aligned 200-session history. Coverage is still building; these sample statistics cannot represent the whole sector.

View coverage and exploratory sample statistics

2026-10-16 · S&P 500 (^GSPC)

Above-MA percentages use companies with complete 50/200-session closes; coverage is shown against eligible issuers. Returns are equal-weight buy-and-hold price returns for the fully covered current-company sample, not a sector index. Dividends are excluded.

Sector	MA50	MA200	1M	3M	6M
Consumer Defensive	33.3% · 2/6 coverage 6/216	16.7% · 1/6 coverage 6/216	-2.4% -3.9 pp 6/216	-20.6% -22.3 pp 6/216	-20.4% -29.2 pp 6/216