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 CARNIVAL CORP (CCL), MISTER CAR WASH INC (MCW), SEALED AIR CORP (SEE), TRI POINTE HOMES INC (TPH). 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 |
|---|---|---|---|---|---|---|---|---|
| CCL | CARNIVAL CORP | -818,574,437 | -$21.2B | 7 | 15 | 7 | 969 | 42 |
| MCW | MISTER CAR WASH INC | -328,290,236 | -$2.3B | 0 | 0 | 1 | 217 | 1 |
| SEE | SEALED AIR CORP | -143,233,727 | -$5.8B | 0 | 0 | 1 | 403 | 1 |
| TPH | TRI POINTE HOMES INC | -80,693,104 | -$3.7B | 0 | 0 | 1 | 338 | 2 |
| CUK | CARNIVAL PLC-ADR | -34,312,714 | -$858.8M | 0 | 0 | 0 | 122 | 2 |
| CPNG | COUPANG INC | -25,849,993 | -$2.4B | 89 | 164 | 233 | 111 | 564 |
| QS | QUANTUMSCAPE CORP | -24,846,542 | $78.1M | 74 | 169 | 84 | 72 | 425 |
| GM | General Motors Co (GM) | -22,794,484 | $381.5M | 176 | 596 | 508 | 151 | 1515 |
| BARK | BARK INC | -21,047,692 | -$2.0M | 20 | 4 | 36 | 34 | 61 |
| SNBR | SLEEP NUMBER CORP | -18,260,240 | -$33.9M | 1 | 2 | 1 | 111 | 6 |
| GDEN | GOLDEN ENTERTAINMENT INC | -17,603,266 | -$459.1M | 0 | 0 | 0 | 166 | 1 |
| AMWD | AMERICAN WOODMARK CORP | -14,936,861 | -$598.3M | 0 | 0 | 0 | 168 | 0 |
| WEN | WENDY'S CO/THE | -13,304,957 | $142.6M | 79 | 125 | 127 | 98 | 384 |
| PRTS | CARPARTS.COM INC | -10,557,531 | -$2.6M | 3 | 2 | 22 | 21 | 27 |
| SLDP | SOLID POWER INC | -10,218,420 | -$63.5M | 34 | 71 | 31 | 44 | 179 |
| PHM | PULTEGROUP INC | -9,807,949 | $2.0B | 116 | 352 | 395 | 126 | 1007 |
| MBUU | MALIBU BOATS INC - A | -8,835,298 | -$15.3M | 29 | 57 | 31 | 27 | 134 |
| TMHC | TAYLOR MORRISON HOME CORP | -8,476,068 | $637.2M | 90 | 104 | 161 | 116 | 417 |
| LKQ | LKQ CORP | -8,114,869 | -$1.0B | 71 | 178 | 206 | 100 | 506 |
| CAVA | CAVA GROUP INC | -7,861,439 | -$637.2M | 83 | 149 | 205 | 78 | 518 |
| KMX | CARMAX INC | -7,817,819 | $1.3B | 94 | 125 | 242 | 97 | 532 |
| TOUR | TUNIU CORP-SPON ADR | -7,801,217 | -$3.7M | 1 | 0 | 12 | 7 | 13 |
| DRVN | DRIVEN BRANDS HOLDINGS INC | -7,553,395 | -$5.0M | 39 | 69 | 47 | 40 | 184 |
| UHG | UNITED HOMES GROUP INC | -6,834,999 | -$7.9M | 0 | 0 | 0 | 39 | 0 |
| HSAI | HESAI GROUP | -6,096,391 | -$159.6M | 31 | 50 | 31 | 39 | 121 |
| PTLO | PORTILLO'S INC-CL A | -5,970,783 | -$52.8M | 25 | 60 | 49 | 41 | 165 |
| CZR | CAESARS ENTERTAINMENT INC | -5,922,228 | $568.8M | 104 | 94 | 143 | 100 | 393 |
| CENN | CENTRICA PLC-SP ADR | -5,828,574 | $3.4M | 2 | 3 | 17 | 21 | 23 |
| MPX | MARINE PRODUCTS CORP | -5,603,240 | -$40.8M | 0 | 0 | 1 | 72 | 1 |
| TRS | TRIMAS CORP | -5,410,021 | $68.7M | 39 | 58 | 71 | 32 | 196 |
| JMIA | JUMIA TECHNOLOGIES AG-ADR | -5,198,942 | -$31.9M | 24 | 40 | 34 | 40 | 128 |
| SHAK | SHAKE SHACK INC - CLASS A | -5,073,989 | -$1.6B | 69 | 126 | 89 | 106 | 327 |
| CCK | CROWN HOLDINGS INC | -4,613,242 | $656.1M | 68 | 177 | 260 | 111 | 576 |
| CHWY | CHEWY INC - CLASS A | -4,518,012 | -$3.0B | 84 | 188 | 146 | 172 | 494 |
| REAL | REALREAL INC/THE | -4,176,737 | $260.2M | 52 | 98 | 63 | 51 | 240 |
| MGA | MAGNA INTERNATIONAL INC | -4,032,756 | $1.7B | 64 | 140 | 159 | 68 | 429 |
| PRKS | UNITED PARKS & RESORTS INC | -3,789,930 | $788.2M | 55 | 46 | 84 | 42 | 221 |
| W | WAYFAIR INC- CLASS A | -3,550,515 | $1.7B | 87 | 148 | 131 | 95 | 428 |
| HMC | HONDA MOTOR CO LTD-SPONS ADR | -3,498,540 | $57.9M | 72 | 147 | 89 | 68 | 361 |
| AXL | AMERICAN AXLE & MFG HOLDINGS | -3,172,041 | -$141.2M | 49 | 110 | 88 | 48 | 290 |
| MLCO | MELCO RESORTS & ENTERT-ADR | -3,052,460 | -$58.5M | 38 | 44 | 45 | 39 | 158 |
| GOOS | CANADA GOOSE HOLDINGS INC | -2,955,964 | -$68.4M | 15 | 38 | 37 | 24 | 106 |
| HGV | HILTON GRAND VACATIONS INC | -2,668,282 | $982.4M | 72 | 95 | 76 | 43 | 286 |
| VIRC | VIRCO MFG CORPORATION | -2,638,527 | -$16.0M | 18 | 13 | 24 | 26 | 62 |
| FWRG | FIRST WATCH RESTAURANT GROUP | -2,603,906 | $128.1M | 35 | 86 | 55 | 42 | 197 |
| SFIX | STITCH FIX INC-CLASS A | -2,477,453 | $73.7M | 30 | 77 | 39 | 34 | 179 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | -2,436,903 | -$5.7B | 116 | 410 | 419 | 259 | 1180 |
| PII | POLARIS INC | -2,427,865 | $570.4M | 91 | 159 | 134 | 69 | 457 |
| AMCR | AMCOR PLC | -2,415,197 | -$92.2M | 2 | 3 | 3 | 21 | 11 |
| MNRO | MONRO INC | -2,396,379 | -$2.2M | 38 | 57 | 61 | 43 | 173 |