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Holdings (Monthly) Guide ↗

Select Consumer Staples Portfolio

· Fidelity Select Portfolios
Monthly Holdings $1.2B AUM 51 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 9 New 26 Added 10 Reduced 4 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 COCA COLA CO 191216100 Feb 2026 2,041,718 -100,300 $161.3M -7.7% 13.47% EC
2 PROCTER and GAMBLE CO 742718109 Feb 2026 880,482 +72,100 $126.4M -6.5% 10.55% EC
3 COSTCO WHOLESALE CORP 22160K105 Feb 2026 112,900 +9,800 $108.0M +3.6% 9.02% EC
4 WALMART INC 931142103 Feb 2026 806,400 +110,400 $93.3M +4.8% 7.79% EC
5 KEURIG DR PEPPER INC 49271V100 Feb 2026 2,899,227 -22,800 $87.1M -1.6% 7.27% EC
6 KENVUE INC 49177J102 Feb 2026 3,665,200 +481,600 $63.3M +4.0% 5.29% EC
7 MONDELEZ INTERNATIONAL INC 609207105 Feb 2026 960,297 +86,200 $58.7M +9.1% 4.90% EC
8 TARGET CORP 87612E106 Feb 2026 397,700 +37,600 $50.5M +23.3% 4.22% EC
9 BRITISH AMERICAN TOBACCO PLC 110448107 Feb 2026 580,700 +76,900 $35.9M +13.7% 3.00% EC
10 PHILIP MORRIS INTERNATIONAL INC 718172109 Feb 2026 190,400 +30,700 $33.8M +13.2% 2.82% EC
11 ENERGIZER HLDGS INC NEW 29272W109 Feb 2026 1,627,666 +15,600 $29.7M -14.8% 2.48% EC
12 CONSTELLATION BRANDS INC 21036P108 Feb 2026 207,984 +30,400 $28.9M +3.0% 2.41% EC
13 BJS WHOLESALE CLUB HOLDINGS INC 05550J101 Feb 2026 298,900 +87,300 $25.5M +21.9% 2.13% EC
14 BUNGE GLOBAL SA N/A Feb 2026 187,393 -4,823 $23.1M +6128.3% 1.93% EC
15 DIAGEO PLC N/A Feb 2026 1,105,309 NEW $22.7M 1.89% EC
16 KROGER CO 501044101 Feb 2026 348,100 +32,200 $21.6M +0.4% 1.81% EC
17 US FOODS HOLDING CORP 912008109 Feb 2026 204,700 +12,700 $16.8M -9.7% 1.40% EC
18 JM SMUCKER CO/THE 832696405 Feb 2026 160,600 +18,000 $16.6M +0.2% 1.38% EC
19 KIMBERLY-CLARK CORP 494368103 Feb 2026 152,400 +62,200 $14.9M +48.0% 1.24% EC
20 LAUDER ESTEE COS INC 518439104 Feb 2026 164,155 +32,800 $14.6M +1.5% 1.22% EC
21 DOLLAR TREE INC 256746108 Feb 2026 113,800 +104,600 $13.3M +1038.8% 1.11% EC
22 MONSTER BEVERAGE CORP NEW 61174X109 Feb 2026 147,546 -13,700 $13.0M -5.5% 1.09% EC
23 ALBERTSONS COS INC 013091103 Feb 2026 826,200 -288,900 $12.9M -35.4% 1.08% EC
24 PEPSICO INC 713448108 Feb 2026 89,404 +2,700 $12.9M -12.4% 1.08% EC
25 FRESHPET INC 358039105 Feb 2026 230,700 +115,700 $11.9M +22.6% 0.99% EC
26 SPROUTS FARMERS MARKET INC 85208M102 Feb 2026 143,041 +24,341 $11.8M +34.8% 0.99% EC
27 Fidelity Revere Street Trust 31635A303 Feb 2026 11,725,918 +3,644,372 $11.7M +45.1% 0.98% STIV
28 NOMAD FOODS LTD N/A Feb 2026 1,126,023 NEW $11.4M 0.95% EC
29 AMAZON.COM INC 023135106 Feb 2026 39,300 -400 $10.6M +27.6% 0.89% EC
30 PERFORMANCE FOOD GROUP CO 71377A103 Feb 2026 91,700 +21,800 $9.0M +32.7% 0.75% EC
31 LAMB WESTON HOLDINGS INC 513272104 Feb 2026 180,200 +36,800 $7.8M +12.6% 0.65% EC
32 JUUL LABS INC N/A Feb 2026 3,694,166 NEW $7.6M 0.64% EC
33 MCCORMICK and CO INC 579780206 May 2026 128,600 NEW $6.1M 0.51% EC
34 PRIMO BRANDS CORP 741623102 Feb 2026 218,200 -251,500 $5.4M -49.2% 0.45% EC
35 BOSTON BEER COMPANY INC 100557107 Feb 2026 28,500 -28,600 $5.1M -61.0% 0.42% EC
36 CELSIUS HOLDINGS INC 15118V207 May 2026 139,700 NEW $4.6M 0.39% EC
37 BROWN FORMAN CORP 115637209 Feb 2026 122,300 +8,600 $3.1M -4.1% 0.26% EC
38 DARLING INGREDIENTS INC 237266101 Feb 2026 51,400 -33,200 $3.0M -32.5% 0.25% EC
39 CLOROX CO 189054109 May 2026 33,100 NEW $3.0M 0.25% EC
40 BELLRING BRANDS INC 07831C103 Feb 2026 350,600 +154,100 $2.9M -18.9% 0.24% EC
41 ELF BEAUTY INC 26856L103 Feb 2026 40,400 +3,400 $2.3M -33.6% 0.19% EC
42 TURNING POINT BRANDS INC 90041L105 Feb 2026 20,400 $1.7M -38.0% 0.14% EC
43 HERBALIFE LTD N/A Feb 2026 141,700 NEW $1.7M 0.14% EC
44 EDGEWELL PERSONAL CARE CO 28035Q102 Feb 2026 66,900 -121,200 $1.2M -72.6% 0.10% EC
45 POST HOLDINGS INC 737446104 May 2026 12,600 NEW $1.2M 0.10% EC
46 SIMPLY GOOD FOODS CO 82900L102 Feb 2026 76,700 $884K -32.5% 0.07% EC
47 INVESTINDUSTRIAL ADVISORS SPA 2606745D Feb 2026 192,216 NEW $367K 0.03% EC
GENERAL MILLS INC 370334104 183,500 SOLD $8.3M
GROCERY OUTLET HOLDING CORP 39874R101 284,000 SOLD $2.8M
Fidelity Revere Street Trust 31635A105 1,813,856 SOLD $1.8M
BRC INC 05601U105 1,062,000 SOLD $0.7M