Most sold consumer cyclical stocks in Q2 2026
Discover which Consumer Cyclical stocks institutional investors trimmed or exited the most over Q2 2026 versus the prior calendar quarter in our filings. Notable reductions at the top of this list include AMAZON.COM INC (AMZN), FORD MOTOR CO (F), TESLA INC (TSLA), COUPANG INC (CPNG). These rankings aggregate SEC 13F filings from all institutional investors in our database.
Net share decreases
Top symbols by net quarter-over-quarter share change (decreases).
Most sold stocks
Net quarter-over-quarter share reductions across all institutional filers.
| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | -6,565,456,643 | -$1307.6B | 34 | 568 | 515 | 4713 | 1211 |
| F | FORD MOTOR CO | -2,461,052,614 | -$27.6B | 20 | 119 | 115 | 1373 | 312 |
| TSLA | TESLA INC | -1,496,049,532 | -$538.7B | 43 | 423 | 281 | 3254 | 868 |
| CPNG | COUPANG INC | -1,347,280,772 | -$24.8B | 5 | 14 | 20 | 542 | 50 |
| CMG | CHIPOTLE MEXICAN GRILL INC | -1,078,553,991 | -$32.4B | 8 | 50 | 78 | 1064 | 172 |
| TJX | TJX COMPANIES INC | -951,622,111 | -$146.6B | 24 | 223 | 189 | 2189 | 514 |
| SBUX | STARBUCKS CORP | -908,484,319 | -$78.9B | 39 | 168 | 185 | 1866 | 466 |
| NKE | NIKE INC -CL B | -907,558,991 | -$46.8B | 23 | 104 | 135 | 1603 | 302 |
| CCL | CARNIVAL CORP | -844,888,785 | -$21.3B | 0 | 3 | 2 | 994 | 12 |
| GM | General Motors Co (GM) | -747,557,678 | -$54.2B | 24 | 90 | 80 | 1259 | 251 |
| HD | HOME DEPOT INC | -700,668,819 | -$222.3B | 39 | 348 | 381 | 3238 | 854 |
| ORLY | O'REILLY AUTOMOTIVE INC | -660,743,737 | -$59.4B | 22 | 86 | 106 | 1367 | 271 |
| RIVN | RIVIAN AUTOMOTIVE INC-A | -636,719,901 | -$9.5B | 11 | 35 | 28 | 686 | 119 |
| OLPX | OLAPLEX HOLDINGS INC | -592,881,131 | -$1.2B | 2 | 1 | 4 | 142 | 10 |
| IP | INTERNATIONAL PAPER CO | -502,856,377 | -$15.7B | 13 | 35 | 42 | 715 | 119 |
| MCD | MCDONALD'S CORP | -477,502,672 | -$141.7B | 20 | 262 | 316 | 2832 | 698 |
| TSCO | TRACTOR SUPPLY COMPANY | -468,786,185 | -$20.0B | 15 | 51 | 71 | 1000 | 162 |
| PDD | PDD HOLDINGS INC | -401,541,853 | -$40.0B | 7 | 12 | 14 | 518 | 43 |
| EBAY | EBAY INC | -398,156,242 | -$34.1B | 26 | 74 | 59 | 1036 | 204 |
| CHWY | CHEWY INC - CLASS A | -398,052,755 | -$10.6B | 5 | 24 | 16 | 520 | 64 |
| LOW | LOWE'S COS INC | -385,459,635 | -$87.8B | 25 | 177 | 261 | 2132 | 538 |
| SE | SEA LTD-ADR | -361,032,040 | -$26.0B | 12 | 30 | 20 | 664 | 77 |
| PTON | PELOTON INTERACTIVE INC-A | -350,984,183 | -$1.4B | 12 | 12 | 5 | 393 | 46 |
| DKNG | DRAFTKINGS INC-CL A | -349,115,410 | -$7.3B | 15 | 25 | 20 | 617 | 89 |
| VFC | VF CORP | -344,393,390 | -$5.8B | 5 | 19 | 24 | 474 | 74 |
| ABNB | AIRBNB INC-CLASS A | -331,402,031 | -$39.9B | 28 | 69 | 52 | 1112 | 186 |
| GPK | GRAPHIC PACKAGING HOLDING CO | -330,720,657 | -$3.1B | 15 | 26 | 10 | 390 | 58 |
| MCW | MISTER CAR WASH INC | -328,472,866 | -$2.3B | 0 | 0 | 1 | 216 | 2 |
| MAT | MATTEL INC | -297,393,457 | -$4.1B | 2 | 6 | 21 | 379 | 44 |
| WOOF | PETCO HEALTH AND WELLNESS CO | -296,010,737 | -$819.5M | 0 | 2 | 6 | 192 | 9 |
| QSR | RESTAURANT BRANDS INTERN | -294,685,757 | -$20.6B | 5 | 36 | 14 | 466 | 76 |
| LKQ | LKQ CORP | -271,850,578 | -$7.8B | 6 | 22 | 30 | 476 | 68 |
| ROL | ROLLINS INC | -271,402,668 | -$14.1B | 10 | 37 | 42 | 718 | 113 |
| ROST | ROSS STORES INC | -269,862,888 | -$55.1B | 27 | 77 | 68 | 1135 | 219 |
| NIO | NIO INC - ADR | -267,755,754 | -$1.5B | 7 | 12 | 16 | 376 | 58 |
| GT | GOODYEAR TIRE & RUBBER CO | -265,478,882 | -$1.7B | 4 | 7 | 17 | 342 | 42 |
| LVS | LAS VEGAS SANDS CORP | -261,428,624 | -$13.3B | 7 | 23 | 31 | 680 | 78 |
| VIPS | VIPSHOP HOLDINGS LTD - ADR | -251,976,059 | -$3.4B | 5 | 6 | 2 | 258 | 19 |
| M | MACY'S INC | -244,789,813 | -$4.2B | 5 | 20 | 10 | 417 | 57 |
| AXL | AMERICAN AXLE & MFG HOLDINGS | -242,033,961 | -$1.4B | 3 | 6 | 3 | 272 | 22 |
| QS | QUANTUMSCAPE CORP | -231,274,578 | -$1.5B | 8 | 16 | 6 | 381 | 51 |
| DHI | DR HORTON INC | -230,733,471 | -$31.1B | 25 | 69 | 53 | 953 | 189 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | -223,967,177 | -$26.7B | 12 | 58 | 54 | 1162 | 169 |
| GAP | GAP INC/THE | -220,654,589 | -$5.2B | 5 | 9 | 28 | 431 | 52 |
| BALL | BALL CORP | -219,915,496 | -$11.3B | 8 | 34 | 34 | 668 | 110 |
| YUM | YUM! BRANDS INC | -212,340,986 | -$30.7B | 11 | 86 | 76 | 1181 | 246 |
| TPX | TEMPUR SEALY INTERNATIONAL I | -205,801,368 | -$15.0B | 5 | 19 | 16 | 472 | 51 |
| UAA | UNDER ARMOUR INC-CLASS A | -204,448,034 | -$1.2B | 6 | 8 | 14 | 335 | 40 |
| HLT | HILTON WORLDWIDE HOLDINGS IN | -202,732,583 | -$57.7B | 30 | 68 | 50 | 1003 | 191 |
| CZR | CAESARS ENTERTAINMENT INC | -201,574,809 | -$4.9B | 10 | 9 | 15 | 357 | 44 |