Most bought consumer cyclical stocks in Q1 2026
Discover which Consumer Cyclical stocks institutional investors added to most aggressively over Q1 2026 versus the prior calendar quarter in our filings. Notable additions at the top of this list include AMAZON.COM INC (AMZN), FORD MOTOR CO (F), TESLA INC (TSLA), STARBUCKS CORP (SBUX). These rankings aggregate SEC 13F filings from all institutional investors in our database.
Net share increases
Top symbols by net quarter-over-quarter share change (increases).
Most bought stocks
Net quarter-over-quarter share increases across all institutional filers.
| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | 401,835,724 | $7.6B | 237 | 2976 | 2263 | 216 | 5888 |
| F | FORD MOTOR CO | 372,785,126 | $915.1M | 185 | 695 | 550 | 158 | 1665 |
| TSLA | TESLA INC | 154,904,289 | -$28.6B | 191 | 1994 | 1411 | 279 | 4078 |
| SBUX | STARBUCKS CORP | 119,221,048 | $15.2B | 196 | 863 | 956 | 141 | 2293 |
| CCL | CARNIVAL CORP | 97,976,098 | -$316.7M | 128 | 436 | 285 | 179 | 1006 |
| GM | General Motors Co (GM) | 90,486,281 | $2.6B | 151 | 573 | 544 | 155 | 1486 |
| AXL | AMERICAN AXLE & MFG HOLDINGS | 89,953,906 | $463.3M | 76 | 115 | 74 | 45 | 291 |
| HD | HOME DEPOT INC | 87,509,992 | $22.5B | 209 | 1710 | 1721 | 189 | 4053 |
| TJX | TJX COMPANIES INC | 82,393,900 | $17.8B | 210 | 1138 | 1010 | 131 | 2679 |
| CMG | CHIPOTLE MEXICAN GRILL INC | 76,638,763 | -$1.9B | 125 | 398 | 559 | 192 | 1228 |
| QS | QUANTUMSCAPE CORP | 67,282,107 | -$237.1M | 59 | 138 | 122 | 79 | 424 |
| EBAY | EBAY INC | 58,213,787 | $6.6B | 169 | 435 | 428 | 126 | 1214 |
| ORLY | O'REILLY AUTOMOTIVE INC | 57,856,822 | $6.3B | 122 | 594 | 653 | 161 | 1616 |
| M | MACY'S INC | 42,511,271 | -$59.7M | 64 | 169 | 153 | 78 | 469 |
| ROL | ROLLINS INC | 40,601,179 | $709.2M | 104 | 280 | 328 | 133 | 821 |
| IP | INTERNATIONAL PAPER CO | 39,224,203 | $352.5M | 99 | 307 | 284 | 103 | 821 |
| OLPX | OLAPLEX HOLDINGS INC | 36,755,570 | $455.6M | 44 | 40 | 42 | 26 | 150 |
| GME | GAMESTOP CORP-CLASS A | 36,194,652 | $1.2B | 66 | 123 | 88 | 49 | 353 |
| LTH | LIFE TIME GROUP HOLDINGS INC | 35,761,245 | $861.1M | 83 | 118 | 86 | 43 | 315 |
| PTON | PELOTON INTERACTIVE INC-A | 35,595,102 | -$426.9M | 82 | 141 | 115 | 77 | 427 |
| MCD | MCDONALD'S CORP | 34,908,108 | $13.6B | 202 | 1430 | 1406 | 141 | 3510 |
| LKQ | LKQ CORP | 34,552,260 | $766.8M | 74 | 219 | 184 | 67 | 538 |
| BBWI | BATH & BODY WORKS INC | 33,267,874 | $400.6M | 90 | 199 | 124 | 62 | 459 |
| VFC | VF CORP | 33,108,597 | $371.6M | 105 | 193 | 135 | 58 | 543 |
| TSCO | TRACTOR SUPPLY COMPANY | 32,642,178 | -$1.3B | 108 | 371 | 489 | 145 | 1147 |
| NKE | NIKE INC -CL B | 31,798,622 | -$4.9B | 146 | 700 | 804 | 252 | 1882 |
| LVS | LAS VEGAS SANDS CORP | 30,435,332 | -$913.0M | 91 | 299 | 257 | 112 | 751 |
| GAP | GAP INC/THE | 29,269,794 | $469.4M | 79 | 198 | 132 | 112 | 478 |
| UA | UNDER ARMOUR INC-CLASS C | 28,196,517 | $295.8M | 53 | 87 | 68 | 43 | 299 |
| ABNB | AIRBNB INC-CLASS A | 28,196,451 | $315.4M | 175 | 506 | 419 | 151 | 1270 |
| SEE | SEALED AIR CORP | 27,381,940 | $1.0B | 67 | 146 | 116 | 100 | 406 |
| UAA | UNDER ARMOUR INC-CLASS A | 27,288,798 | $285.9M | 77 | 108 | 114 | 50 | 369 |
| ROST | ROSS STORES INC | 27,103,150 | $14.1B | 234 | 520 | 393 | 79 | 1327 |
| GPK | GRAPHIC PACKAGING HOLDING CO | 26,271,638 | -$1.3B | 84 | 199 | 108 | 73 | 433 |
| SLDP | SOLID POWER INC | 25,789,890 | -$5.1M | 37 | 55 | 46 | 32 | 190 |
| BALL | BALL CORP | 25,302,655 | $2.5B | 150 | 270 | 235 | 81 | 770 |
| BROS | DUTCH BROS INC-CLASS A | 25,300,730 | -$292.5M | 94 | 202 | 116 | 89 | 499 |
| QSR | RESTAURANT BRANDS INTERN | 23,134,567 | $3.3B | 103 | 231 | 128 | 53 | 537 |
| PENN | PENN ENTERTAINMENT INC | 22,887,642 | $374.8M | 70 | 100 | 119 | 55 | 364 |
| LEG | LEGGETT & PLATT INC | 22,684,408 | $85.0M | 62 | 97 | 115 | 45 | 350 |
| LEN | LENNAR CORP-A | 22,518,654 | -$852.3M | 119 | 346 | 332 | 128 | 921 |
| GT | GOODYEAR TIRE & RUBBER CO | 22,370,200 | -$363.4M | 61 | 142 | 119 | 64 | 380 |
| OI | O-I GLASS INC | 21,786,938 | -$277.1M | 40 | 97 | 115 | 64 | 292 |
| DHI | DR HORTON INC | 20,292,009 | $1.4B | 104 | 415 | 436 | 125 | 1117 |
| FIGS | FIGS INC-CLASS A | 20,277,086 | $734.2M | 60 | 80 | 64 | 27 | 237 |
| TPR | TAPESTRY INC | 20,230,076 | $5.2B | 176 | 389 | 387 | 94 | 1064 |
| SCI | SERVICE CORP INTERNATIONAL | 20,149,837 | $1.9B | 72 | 181 | 186 | 58 | 550 |
| MODG | TOPGOLF CALLAWAY BRANDS CORP | 19,441,377 | $555.1M | 55 | 102 | 81 | 42 | 296 |
| PHM | PULTEGROUP INC | 19,132,388 | $2.2B | 112 | 374 | 378 | 92 | 1020 |
| WEN | WENDY'S CO/THE | 18,571,541 | -$102.8M | 74 | 141 | 129 | 82 | 405 |