Most bought consumer cyclical stocks in Q2 2024
See which Consumer Cyclical stocks institutional investors increased the most in Q2 2024, measured as net growth in reported share positions from Q1 2024 into Q2 2024. Notable additions at the top of this list include CHIPOTLE MEXICAN GRILL INC (CMG), COUPANG INC (CPNG), FORD MOTOR CO (F), LESLIE'S INC (LESL). These rankings are based on SEC 13F filings from the investors we track.
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| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| CMG | CHIPOTLE MEXICAN GRILL INC | 33,023,766 | -$39.42M | 0 | 4 | 0 | 0 | 4 |
| CPNG | COUPANG INC | 23,999,227 | $686.11M | 1 | 3 | 1 | 1 | 7 |
| F | FORD MOTOR CO | 18,983,829 | $278.95M | 1 | 1 | 2 | 1 | 4 |
| LESL | LESLIE'S INC | 11,618,490 | -$9.03M | 0 | 1 | 0 | 0 | 1 |
| ZKH | ZKH GROUP LTD | 8,195,453 | $31.96M | 1 | 0 | 0 | 0 | 1 |
| VFC | VF CORP | 5,880,703 | $30.36M | 1 | 1 | 1 | 0 | 4 |
| MLCO | MELCO RESORTS & ENTERT-ADR | 5,716,833 | $54.57M | 0 | 1 | 1 | 0 | 2 |
| UAA | UNDER ARMOUR INC-CLASS A | 4,294,431 | $24.85M | 1 | 1 | 0 | 0 | 2 |
| TCOM | TRIP.COM GROUP LTD-ADR | 4,174,171 | $233.68M | 2 | 1 | 2 | 0 | 6 |
| MGA | MAGNA INTERNATIONAL INC | 3,553,361 | -$117.71M | 0 | 3 | 1 | 1 | 5 |
| YUMC | YUM CHINA HOLDINGS INC | 3,367,782 | $36.49M | 0 | 1 | 2 | 1 | 3 |
| LVS | LAS VEGAS SANDS CORP | 3,291,928 | $104.79M | 0 | 2 | 2 | 0 | 5 |
| RIVN | RIVIAN AUTOMOTIVE INC-A | 3,285,867 | $72.85M | 0 | 1 | 0 | 0 | 1 |
| QRTEA | QURATE RETAIL INC-SERIES A | 3,195,694 | $2.20M | 0 | 1 | 0 | 0 | 3 |
| CCL | CARNIVAL CORP | 2,924,085 | $179.63M | 1 | 2 | 0 | 0 | 3 |
| SFIX | STITCH FIX INC-CLASS A | 2,862,820 | $38.72M | 0 | 2 | 0 | 0 | 2 |
| CZR | CAESARS ENTERTAINMENT INC | 2,858,478 | $103.26M | 1 | 1 | 1 | 0 | 3 |
| KBH | KB HOME | 2,045,260 | $152.22M | 2 | 0 | 2 | 0 | 4 |
| MCD | MCDONALD'S CORP | 1,762,657 | $521.63M | 1 | 5 | 4 | 1 | 11 |
| NKE | NIKE INC -CL B | 1,459,724 | -$172.32M | 1 | 3 | 5 | 2 | 11 |
| PLOW | DOUGLAS DYNAMICS INC | 1,411,475 | $32.80M | 1 | 1 | 0 | 1 | 2 |
| BBWI | BATH & BODY WORKS INC | 1,406,981 | -$200.16M | 0 | 4 | 1 | 0 | 5 |
| MBUU | MALIBU BOATS INC - A | 1,392,315 | $55.43M | 1 | 0 | 1 | 0 | 2 |
| BROS | DUTCH BROS INC-CLASS A | 1,387,317 | $68.90M | 1 | 0 | 0 | 0 | 2 |
| PDD | PDD HOLDINGS INC | 1,227,762 | $221.96M | 2 | 3 | 3 | 0 | 8 |
| LEN | LENNAR CORP-A | 1,027,108 | -$63.81M | 1 | 4 | 1 | 0 | 6 |
| OLPX | OLAPLEX HOLDINGS INC | 1,009,450 | $5.38M | 1 | 1 | 0 | 0 | 2 |
| VCSA | VACASA INC -CL A | 997,660 | $4.31M | 0 | 2 | 0 | 0 | 2 |
| SG | SWEETGREEN INC - CLASS A | 965,800 | $29.11M | 1 | 0 | 0 | 0 | 1 |
| KMX | CARMAX INC | 953,951 | -$189.54M | 0 | 4 | 3 | 0 | 8 |
| CVNA | CARVANA CO | 935,612 | $536.20M | 2 | 2 | 1 | 1 | 6 |
| LEA | LEAR CORP | 918,429 | -$123.89M | 1 | 2 | 1 | 0 | 4 |
| AEO | AMERICAN EAGLE OUTFITTERS | 844,737 | $16.86M | 1 | 0 | 0 | 0 | 1 |
| TDUP | THREDUP INC - CLASS A | 792,908 | $882.20K | 0 | 2 | 0 | 0 | 2 |
| PTLO | PORTILLO'S INC-CL A | 720,543 | -$1.39M | 0 | 1 | 0 | 1 | 1 |
| ETSY | ETSY INC | 704,550 | $208.68M | 0 | 1 | 2 | 0 | 3 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | 681,487 | $51.97M | 0 | 7 | 5 | 0 | 15 |
| ULTA | ULTA BEAUTY INC | 670,539 | $342.99M | 3 | 3 | 1 | 0 | 7 |
| WOOF | PETCO HEALTH AND WELLNESS CO | 624,338 | $4.26M | 0 | 1 | 0 | 0 | 1 |
| EBAY | EBAY INC | 593,811 | $44.67M | 1 | 1 | 5 | 0 | 7 |
| WYNN | WYNN RESORTS LTD | 556,794 | $142.94M | 0 | 2 | 0 | 0 | 2 |
| SE | SEA LTD-ADR | 535,114 | $353.59M | 1 | 2 | 2 | 0 | 5 |
| BC | BRUNSWICK CORP | 534,435 | -$6.56M | 0 | 1 | 0 | 0 | 1 |
| PVH | PVH CORP | 520,038 | -$174.36M | 1 | 2 | 1 | 0 | 4 |
| ANF | ABERCROMBIE & FITCH CO-CL A | 512,973 | $153.60M | 0 | 2 | 0 | 0 | 2 |
| TSLA | TESLA INC | 512,173 | $572.53M | 1 | 4 | 0 | 1 | 5 |
| PTON | PELOTON INTERACTIVE INC-A | 498,100 | $1.68M | 2 | 0 | 0 | 0 | 2 |
| GCO | GENESCO INC | 495,066 | $11.11M | 1 | 1 | 0 | 0 | 2 |
| RSI | RUSH STREET INTERACTIVE INC | 482,872 | $14.42M | 0 | 1 | 0 | 0 | 1 |
| BFAM | BRIGHT HORIZONS FAMILY SOLUT | 466,240 | $34.94M | 1 | 1 | 0 | 0 | 2 |
Frequently asked questions about Most bought consumer cyclical stocks in Q2 2024
What are the most bought Consumer Cyclical stocks in Q2 2024?
The most bought consumer cyclical stocks in Q2 2024 are those with the largest increase in reported share counts across tracked institutional investors compared to Q1 2024, based on SEC 13F filings.
Which consumer cyclical stocks did institutional investors added to the most in Q2 2024?
Among the managers we track, net additions were largest in companies such as CHIPOTLE MEXICAN GRILL INC (CMG), COUPANG INC (CPNG), FORD MOTOR CO (F), based on aggregated 13F data.
How is institutional buying calculated?
Buying is calculated by summing the net increase in shares reported by tracked investors between two consecutive quarterly 13F snapshots (compared to Q1 2024).
Does this include all institutional owners?
These rankings are based on a subset of tracked institutional investors who file SEC 13F reports. While not exhaustive, the dataset includes many of the largest and most influential funds.
Are these trades real-time?
No. 13F filings are reported quarterly and may be delayed by up to 45 days. The data reflects positions at the end of the reporting period, not real-time trading activity.