Most sold consumer cyclical stocks in Q3 2026
Discover which Consumer Cyclical stocks institutional investors trimmed or exited the most over Q3 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 | -6,586,995,034 | -$1577.9B | 89 | 1236 | 1017 | 3479 | 2545 |
| F | FORD MOTOR CO | -2,450,611,829 | -$34.5B | 60 | 300 | 178 | 1085 | 647 |
| TSLA | TESLA INC | -1,565,669,148 | -$666.1B | 75 | 809 | 630 | 2445 | 1777 |
| CPNG | COUPANG INC | -1,285,815,977 | -$22.6B | 18 | 46 | 40 | 458 | 124 |
| CMG | CHIPOTLE MEXICAN GRILL INC | -1,087,144,716 | -$39.1B | 53 | 159 | 108 | 820 | 380 |
| SBUX | STARBUCKS CORP | -921,873,758 | -$94.7B | 54 | 332 | 388 | 1457 | 914 |
| TJX | TJX COMPANIES INC | -916,088,873 | -$142.1B | 59 | 390 | 416 | 1737 | 982 |
| STLA | STELLANTIS N.V | -909,181,428 | -$5.0B | 24 | 31 | 17 | 304 | 96 |
| NKE | NIKE INC -CL B | -882,294,352 | -$36.8B | 54 | 162 | 265 | 1179 | 544 |
| RIVN | RIVIAN AUTOMOTIVE INC-A | -710,791,795 | -$12.4B | 31 | 69 | 57 | 572 | 244 |
| CVNA | CARVANA CO | -704,128,038 | -$46.7B | 33 | 81 | 66 | 603 | 214 |
| HD | HOME DEPOT INC | -680,186,639 | -$244.7B | 55 | 644 | 776 | 2378 | 1657 |
| GM | General Motors Co (GM) | -680,165,744 | -$52.9B | 42 | 193 | 166 | 1051 | 505 |
| BKNG | BOOKING HOLDINGS INC | -658,523,506 | -$129.7B | 57 | 277 | 219 | 1273 | 645 |
| ORLY | O'REILLY AUTOMOTIVE INC | -642,999,657 | -$59.7B | 45 | 185 | 232 | 1090 | 563 |
| OLPX | OLAPLEX HOLDINGS INC | -604,557,311 | -$1.2B | 0 | 0 | 0 | 152 | 1 |
| IP | INTERNATIONAL PAPER CO | -511,641,551 | -$19.6B | 29 | 86 | 67 | 604 | 244 |
| MCD | MCDONALD'S CORP | -476,944,404 | -$132.0B | 55 | 495 | 638 | 2058 | 1353 |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | -463,533,499 | -$9.8B | 31 | 60 | 38 | 469 | 172 |
| TSCO | TRACTOR SUPPLY COMPANY | -456,128,730 | -$14.5B | 52 | 117 | 114 | 725 | 339 |
| SW | SMURFIT WESTROCK PLC | -455,082,903 | -$21.3B | 40 | 75 | 45 | 458 | 197 |
| LOW | LOWE'S COS INC | -405,797,745 | -$90.6B | 52 | 360 | 431 | 1631 | 984 |
| PDD | PDD HOLDINGS INC | -401,812,146 | -$30.7B | 15 | 27 | 40 | 403 | 96 |
| PTON | PELOTON INTERACTIVE INC-A | -389,625,614 | -$2.3B | 17 | 23 | 31 | 360 | 102 |
| CHWY | CHEWY INC - CLASS A | -388,340,515 | -$7.6B | 32 | 47 | 33 | 385 | 141 |
| EBAY | EBAY INC | -380,421,270 | -$43.6B | 40 | 124 | 149 | 870 | 402 |
| DKNG | DRAFTKINGS INC-CL A | -369,172,436 | -$9.4B | 22 | 36 | 59 | 525 | 160 |
| SE | SEA LTD-ADR | -355,808,766 | -$33.9B | 26 | 77 | 48 | 585 | 190 |
| VFC | VF CORP | -350,791,833 | -$5.9B | 30 | 43 | 50 | 399 | 158 |
| GPK | GRAPHIC PACKAGING HOLDING CO | -337,200,843 | -$3.6B | 20 | 26 | 55 | 388 | 114 |
| ABNB | AIRBNB INC-CLASS A | -331,312,599 | -$47.2B | 69 | 151 | 132 | 904 | 417 |
| QSR | RESTAURANT BRANDS INTERN | -308,698,116 | -$22.5B | 18 | 51 | 40 | 429 | 144 |
| LCID | LUCID GROUP INC | -304,452,122 | -$2.0B | 9 | 14 | 20 | 280 | 83 |
| MAT | PANASONIC HOLDINGS CORP | -302,274,120 | -$4.2B | 19 | 23 | 23 | 321 | 88 |
| WOOF | PETCO HEALTH AND WELLNESS CO | -299,561,409 | -$815.4M | 4 | 7 | 15 | 160 | 31 |
| ROST | ROSS STORES INC | -280,778,887 | -$59.9B | 52 | 166 | 147 | 962 | 464 |
| NIO | NIO INC - ADR | -267,558,943 | -$1.4B | 12 | 14 | 24 | 307 | 103 |
| GT | GOODYEAR TIRE & RUBBER CO | -265,176,743 | -$1.8B | 15 | 21 | 25 | 290 | 80 |
| ROL | ROLLINS INC | -262,836,649 | -$11.2B | 36 | 56 | 92 | 626 | 204 |
| LKQ | LKQ CORP | -254,572,152 | -$6.8B | 23 | 51 | 35 | 409 | 120 |
| LVS | LAS VEGAS SANDS CORP | -253,911,868 | -$11.8B | 28 | 50 | 63 | 536 | 169 |
| AXL | AMERICAN AXLE & MFG HOLDINGS | -237,007,681 | -$1.3B | 12 | 15 | 13 | 250 | 52 |
| M | MACY'S INC | -236,095,106 | -$5.6B | 22 | 46 | 21 | 362 | 130 |
| YUM | YUM! BRANDS INC | -230,477,433 | -$37.2B | 31 | 128 | 170 | 953 | 458 |
| VIPS | VIPSHOP HOLDINGS LTD - ADR | -223,833,115 | -$3.0B | 14 | 15 | 15 | 230 | 56 |
| TPX | TEMPUR SEALY INTERNATIONAL I | -221,103,883 | -$17.4B | 39 | 58 | 20 | 420 | 133 |
| DHI | DR HORTON INC | -219,793,324 | -$37.7B | 31 | 113 | 140 | 878 | 355 |
| RCL | ROYAL CARIBBEAN GROUP | -217,160,474 | -$69.4B | 34 | 108 | 158 | 846 | 376 |
| YJ | YUNJI INC-ADR | -215,643,275 | -$477.8K | 0 | 2 | 0 | 6 | 3 |
| BALL | BALL CORP | -215,108,549 | -$13.7B | 26 | 82 | 56 | 578 | 219 |