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 | 662,881,604 | $23.8B | 195 | 1621 | 33 | 205 | 1858 |
| CVNA | CARVANA CO | 581,064,694 | $2.0B | 148 | 614 | 18 | 122 | 784 |
| AMZN | AMAZON.COM INC | 264,127,068 | $263.4B | 284 | 2835 | 2344 | 238 | 5932 |
| F | FORD MOTOR CO | 112,597,587 | $7.3B | 183 | 686 | 595 | 173 | 1672 |
| TSLA | TESLA INC | 94,077,648 | $113.8B | 284 | 2018 | 1329 | 245 | 4146 |
| RIVN | RIVIAN AUTOMOTIVE INC-A | 84,616,827 | $2.9B | 99 | 281 | 218 | 108 | 786 |
| CURV | TORRID HOLDINGS INC | 63,008,732 | $120.3M | 20 | 42 | 14 | 11 | 87 |
| MBC | MASTERBRAND INC | 62,317,576 | $936.4M | 71 | 142 | 51 | 66 | 331 |
| LCID | LUCID GROUP INC | 52,942,547 | -$362.5M | 86 | 123 | 53 | 78 | 354 |
| PTON | PELOTON INTERACTIVE INC-A | 41,539,551 | $818.3M | 98 | 147 | 104 | 80 | 444 |
| LOW | LOWE'S COS INC | 39,251,284 | $2.6B | 164 | 879 | 1151 | 246 | 2561 |
| CMG | CHIPOTLE MEXICAN GRILL INC | 37,951,258 | $5.3B | 117 | 370 | 510 | 194 | 1147 |
| ARKO | ARKO CORP | 33,079,089 | $362.5M | 26 | 63 | 44 | 23 | 149 |
| DKNG | DRAFTKINGS INC-CL A | 31,737,147 | $2.1B | 122 | 168 | 243 | 151 | 663 |
| IP | INTERNATIONAL PAPER CO | 29,099,192 | $2.3B | 127 | 309 | 271 | 125 | 819 |
| YUM | YUM! BRANDS INC | 28,013,354 | $5.4B | 130 | 467 | 476 | 163 | 1379 |
| SBUX | STARBUCKS CORP | 27,430,131 | $14.5B | 220 | 838 | 969 | 197 | 2315 |
| NKE | NIKE INC -CL B | 26,782,213 | -$9.4B | 149 | 619 | 734 | 363 | 1667 |
| MCD | MCDONALD'S CORP | 26,642,468 | -$10.1B | 173 | 1304 | 1446 | 332 | 3351 |
| RSI | RUSH STREET INTERACTIVE INC | 26,083,409 | $1.5B | 66 | 125 | 72 | 36 | 292 |
| TJX | TJX COMPANIES INC | 25,012,493 | -$2.0B | 188 | 1162 | 1004 | 205 | 2660 |
| SES | SES AI CORP | 24,736,920 | $37.1M | 36 | 34 | 29 | 46 | 127 |
| QSR | RESTAURANT BRANDS INTERN | 22,870,067 | $1.3B | 88 | 226 | 159 | 69 | 556 |
| TSCO | TRACTOR SUPPLY COMPANY | 21,087,177 | -$5.5B | 142 | 356 | 399 | 274 | 1012 |
| HTHT | H WORLD GROUP LTD-ADR | 20,902,528 | -$138.5M | 32 | 85 | 101 | 57 | 239 |
| AEO | AMERICAN EAGLE OUTFITTERS | 19,508,590 | $405.6M | 61 | 98 | 126 | 85 | 327 |
| LEG | LEGGETT & PLATT INC | 19,444,246 | $431.4M | 71 | 99 | 94 | 89 | 329 |
| TPX | TEMPUR SEALY INTERNATIONAL I | 18,083,924 | $2.3B | 101 | 197 | 168 | 103 | 514 |
| YUMC | YUM CHINA HOLDINGS INC | 18,011,759 | -$847.0M | 72 | 177 | 221 | 128 | 636 |
| ROST | ROSS STORES INC | 16,801,580 | $2.6B | 178 | 562 | 428 | 129 | 1374 |
| VIPS | VIPSHOP HOLDINGS LTD - ADR | 15,006,131 | -$267.5M | 45 | 83 | 110 | 43 | 272 |
| GPK | GRAPHIC PACKAGING HOLDING CO | 14,600,143 | $368.9M | 114 | 198 | 125 | 62 | 482 |
| SLGN | SILGAN HOLDINGS INC | 13,875,295 | $1.3B | 65 | 115 | 108 | 67 | 329 |
| VFC | VF CORP | 13,640,191 | $125.1M | 76 | 180 | 170 | 89 | 527 |
| SBH | SALLY BEAUTY HOLDINGS INC | 13,450,546 | $214.8M | 42 | 74 | 81 | 56 | 234 |
| JD | JD.COM INC-ADR | 13,443,851 | -$250.7M | 84 | 125 | 125 | 77 | 404 |
| HD | HOME DEPOT INC | 13,374,748 | $23.2B | 214 | 1641 | 1728 | 282 | 3982 |
| EXPE | EXPEDIA GROUP INC | 13,334,367 | $6.0B | 145 | 437 | 356 | 139 | 1084 |
| ABNB | AIRBNB INC-CLASS A | 13,224,406 | $7.7B | 159 | 468 | 473 | 175 | 1253 |
| EBAY | EBAY INC | 13,159,078 | $10.2B | 173 | 416 | 468 | 152 | 1232 |
| HYLN | HYLIION HOLDINGS CORP | 13,014,232 | $225.7M | 44 | 58 | 36 | 20 | 161 |
| GPC | GENUINE PARTS CO | 12,987,805 | $2.9B | 117 | 349 | 412 | 138 | 1037 |
| TDUP | THREDUP INC - CLASS A | 12,628,980 | $423.2M | 38 | 70 | 43 | 32 | 170 |
| SON | SONOCO PRODUCTS CO | 12,525,672 | $913.2M | 66 | 185 | 155 | 64 | 484 |
| OLPX | OLAPLEX HOLDINGS INC | 12,457,076 | $44.5M | 36 | 54 | 32 | 31 | 153 |
| TPR | TAPESTRY INC | 12,143,350 | $2.8B | 130 | 441 | 361 | 134 | 1058 |
| UA | UNDER ARMOUR INC-CLASS C | 11,552,726 | $144.6M | 41 | 83 | 75 | 51 | 286 |
| SE | SEA LTD-ADR | 11,376,502 | $5.9B | 126 | 298 | 218 | 107 | 748 |
| BWA | BORGWARNER INC | 11,359,210 | $3.2B | 178 | 224 | 282 | 93 | 784 |
| UAA | UNDER ARMOUR INC-CLASS A | 10,962,577 | $165.8M | 62 | 106 | 117 | 66 | 361 |