Most bought consumer cyclical stocks in Q2 2026
Discover which Consumer Cyclical stocks institutional investors added to most aggressively over Q2 2026 versus the prior calendar quarter in our filings. Notable additions at the top of this list include BOOKING HOLDINGS INC (BKNG), CARVANA CO (CVNA), AMAZON.COM INC (AMZN), FORD MOTOR CO (F). 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 |
|---|---|---|---|---|---|---|---|---|
| BKNG | BOOKING HOLDINGS INC | 671,229,707 | $22.5B | 189 | 1573 | 34 | 235 | 1812 |
| CVNA | CARVANA CO | 586,391,781 | $1.8B | 137 | 603 | 15 | 136 | 763 |
| AMZN | AMAZON.COM INC | 337,106,651 | $271.5B | 270 | 2785 | 2291 | 344 | 5816 |
| F | FORD MOTOR CO | 202,192,609 | $8.2B | 177 | 667 | 580 | 210 | 1632 |
| GNTX | GENTEX CORP | 194,888,248 | $855.6M | 75 | 193 | 152 | 75 | 496 |
| TSLA | TESLA INC | 142,745,334 | $125.7B | 269 | 1977 | 1283 | 311 | 4037 |
| RIVN | RIVIAN AUTOMOTIVE INC-A | 90,858,694 | $3.0B | 93 | 272 | 213 | 131 | 756 |
| CURV | TORRID HOLDINGS INC | 63,204,832 | $116.3M | 19 | 42 | 15 | 11 | 87 |
| MBC | MASTERBRAND INC | 57,961,722 | $879.8M | 67 | 139 | 52 | 72 | 324 |
| PTON | PELOTON INTERACTIVE INC-A | 43,374,992 | $800.7M | 94 | 147 | 102 | 86 | 435 |
| SBUX | STARBUCKS CORP | 43,171,775 | $16.3B | 212 | 827 | 931 | 243 | 2262 |
| CMG | CHIPOTLE MEXICAN GRILL INC | 42,536,733 | $4.0B | 114 | 368 | 498 | 208 | 1134 |
| LOW | LOWE'S COS INC | 36,797,989 | $2.4B | 159 | 857 | 1126 | 292 | 2512 |
| HD | HOME DEPOT INC | 36,019,742 | $27.3B | 205 | 1616 | 1683 | 359 | 3899 |
| MCD | MCDONALD'S CORP | 27,929,814 | -$10.4B | 165 | 1282 | 1409 | 391 | 3284 |
| DKNG | DRAFTKINGS INC-CL A | 27,576,405 | $2.2B | 119 | 167 | 234 | 166 | 644 |
| YUM | YUM! BRANDS INC | 25,796,731 | $4.8B | 129 | 462 | 455 | 196 | 1349 |
| NKE | NIKE INC -CL B | 24,093,639 | -$9.0B | 149 | 604 | 710 | 397 | 1634 |
| RSI | RUSH STREET INTERACTIVE INC | 22,135,477 | $1.4B | 66 | 125 | 71 | 39 | 291 |
| QSR | RESTAURANT BRANDS INTERN | 20,376,797 | $1.3B | 84 | 221 | 156 | 76 | 545 |
| ABNB | AIRBNB INC-CLASS A | 19,997,170 | $8.1B | 155 | 454 | 461 | 205 | 1220 |
| LEG | LEGGETT & PLATT INC | 19,902,473 | $428.9M | 69 | 101 | 92 | 92 | 327 |
| IP | INTERNATIONAL PAPER CO | 19,705,818 | $2.0B | 123 | 299 | 262 | 146 | 798 |
| ROST | ROSS STORES INC | 19,350,063 | $3.1B | 171 | 552 | 419 | 150 | 1348 |
| SES | SES AI CORP | 19,123,414 | $31.1M | 38 | 35 | 27 | 48 | 128 |
| YUMC | YUM CHINA HOLDINGS INC | 18,542,471 | -$824.0M | 71 | 173 | 218 | 139 | 622 |
| AEO | AMERICAN EAGLE OUTFITTERS | 18,064,181 | $364.0M | 59 | 96 | 128 | 87 | 326 |
| TPX | TEMPUR SEALY INTERNATIONAL I | 17,303,889 | $2.3B | 98 | 193 | 165 | 112 | 504 |
| GPK | GRAPHIC PACKAGING HOLDING CO | 16,062,485 | $402.3M | 108 | 192 | 126 | 68 | 473 |
| TJX | TJX COMPANIES INC | 15,429,578 | -$3.7B | 177 | 1132 | 985 | 255 | 2601 |
| JD | JD.COM INC-ADR | 14,735,391 | -$178.9M | 81 | 126 | 121 | 79 | 400 |
| UAA | UNDER ARMOUR INC-CLASS A | 14,251,100 | $186.6M | 60 | 106 | 114 | 73 | 356 |
| GPC | GENUINE PARTS CO | 13,973,193 | $2.7B | 113 | 342 | 399 | 158 | 1016 |
| PDD | PDD HOLDINGS INC | 13,581,382 | -$8.8B | 60 | 138 | 224 | 134 | 480 |
| ORLY | O'REILLY AUTOMOTIVE INC | 13,497,297 | $740.0M | 154 | 526 | 645 | 201 | 1569 |
| SBH | SALLY BEAUTY HOLDINGS INC | 13,269,164 | $194.2M | 41 | 76 | 78 | 58 | 232 |
| TDUP | THREDUP INC - CLASS A | 13,264,184 | $425.9M | 37 | 69 | 43 | 34 | 168 |
| SLGN | SILGAN HOLDINGS INC | 12,557,807 | $1.1B | 64 | 113 | 108 | 72 | 327 |
| VFC | VF CORP | 12,316,653 | $119.2M | 72 | 179 | 166 | 98 | 517 |
| HTHT | H WORLD GROUP LTD-ADR | 12,304,523 | -$523.0M | 31 | 84 | 101 | 60 | 238 |
| M | MACY'S INC | 12,037,903 | $1.6B | 77 | 140 | 152 | 87 | 459 |
| SON | SONOCO PRODUCTS CO | 11,962,494 | $779.6M | 65 | 181 | 151 | 73 | 477 |
| HYLN | HYLIION HOLDINGS CORP | 10,302,907 | $210.9M | 45 | 58 | 36 | 23 | 161 |
| OLPX | OLAPLEX HOLDINGS INC | 10,224,598 | $39.7M | 35 | 53 | 35 | 33 | 152 |
| UA | UNDER ARMOUR INC-CLASS C | 9,917,211 | $144.8M | 41 | 80 | 73 | 59 | 281 |
| EXPE | EXPEDIA GROUP INC | 9,908,155 | $4.6B | 137 | 429 | 337 | 163 | 1049 |
| BWA | BORGWARNER INC | 9,019,294 | $2.9B | 176 | 222 | 275 | 104 | 772 |
| XPEV | XPENG INC - ADR | 8,652,570 | -$330.9M | 37 | 79 | 54 | 58 | 207 |
| MAT | MATTEL INC | 7,800,435 | -$42.4M | 47 | 94 | 157 | 90 | 378 |
| BYON | BEYOND INC | 7,705,946 | $96.2M | 37 | 75 | 39 | 35 | 183 |