Baillie Gifford
Trim transactions in Monster Beverage Corporation $MNST and e.l.f. Beauty, Inc. $ELF.
Trim
Consumer Brands
- Last updated
- Jul 20, 2026
- Based on
- 224 actions
- Gurus considered
- 133
- Stocks covered
- 206
Food, beverage, household, apparel, luxury, and packaged consumer brands. This page tracks 224 investor, Congress, and insider actions tied to Consumer Brands within Consumer & Commerce, connecting the industry classification with the people and institutions currently showing activity. It gives context from 133 gurus across 206 stocks, so the feed can be read as an industry-level signal rather than a loose list of single-stock events.
Consumer Brands Smart Money Notes
PRIMECAP Management
Add $2.0B of disclosed value in Ross Stores Inc $ROST.
Add
Jefferies Group
Exit transactions in VERALTO CORP $VLTO and Monster Beverage Corporation $MNST.
Exit
Baillie Gifford
Add $271.9M of disclosed value in Philip Morris International Inc $PM.
Add
First Eagle Investments
Exit transactions in Unilever PLC $UL and SunOpta Inc. $STKL.
Exit
Donald YacktmanYacktman Asset Management
Trim $975.5K of disclosed value in Philip Morris International Inc $PM.
Trim
John W. Rogers Jr.Ariel Investments
Trim transactions in MGP Ingredients, Inc. - Common Stock $MGPI and Molson Coors Beverage Company $TAP.
Trim
Ken FisherFisher Asset Management
Trim $106.5M of disclosed value in Urban Outfitters Inc $URBN.
Trim
Jefferies Group
Add $24.1M of disclosed value in KENVUE INC $KVUE.
Add
Donald YacktmanYacktman Asset Management
Exit $-14.0M of disclosed value in Unilever PLC $UL.
Exit
Howard MarksOaktree Capital
Add $134.2M of disclosed value in SunOpta Inc. $STKL.
Add
John W. Rogers Jr.Ariel Investments
Add $179.4M of disclosed value in The J. M. Smucker Company $SJM.
Add
Jim SimonsRenaissance Technologies
Exit $-427.9M of disclosed value in The Procter & Gamble Co $PG.
Exit
Jim SimonsRenaissance Technologies
Trim $375.1K of disclosed value in Coca-Cola Company (The) Common Stock $KO.
Trim
Showing 211-224 of 224