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 | -779,401,493 | -$19.5B | 6 | 16 | 8 | 965 | 47 |
| MCW | MISTER CAR WASH INC | -328,472,866 | -$2.3B | 0 | 0 | 1 | 216 | 2 |
| SEE | SEALED AIR CORP | -150,513,885 | -$6.0B | 0 | 1 | 1 | 401 | 5 |
| TPH | TRI POINTE HOMES INC | -81,236,172 | -$3.6B | 0 | 0 | 1 | 338 | 3 |
| CUK | CARNIVAL PLC-ADR | -36,652,145 | -$827.3M | 0 | 0 | 0 | 126 | 2 |
| GM | General Motors Co (GM) | -30,988,688 | -$384.9M | 167 | 582 | 497 | 179 | 1474 |
| MSC | STUDIO CITY INTERNATIONA-ADR | -28,636,377 | -$78.7M | 2 | 0 | 1 | 2 | 11 |
| BARK | BARK INC | -22,744,660 | -$22.1M | 0 | 0 | 1 | 66 | 2 |
| QS | QUANTUMSCAPE CORP | -22,472,564 | $85.5M | 74 | 165 | 82 | 83 | 415 |
| CPNG | COUPANG INC | -21,211,907 | -$2.5B | 87 | 162 | 227 | 119 | 555 |
| SNBR | SLEEP NUMBER CORP | -18,445,984 | -$33.9M | 1 | 2 | 1 | 113 | 6 |
| GDEN | GOLDEN ENTERTAINMENT INC | -17,725,139 | -$460.3M | 0 | 0 | 0 | 167 | 2 |
| AMWD | AMERICAN WOODMARK CORP | -15,084,848 | -$601.1M | 0 | 0 | 0 | 168 | 1 |
| PHM | PULTEGROUP INC | -12,525,783 | $1.5B | 116 | 346 | 381 | 148 | 988 |
| PRTS | CARPARTS.COM INC | -11,433,374 | -$8.2M | 0 | 0 | 1 | 44 | 1 |
| SLDP | SOLID POWER INC | -11,187,757 | -$67.0M | 36 | 71 | 31 | 44 | 182 |
| CAVA | CAVA GROUP INC | -9,026,656 | -$679.9M | 80 | 149 | 198 | 87 | 509 |
| MBUU | MALIBU BOATS INC - A | -8,657,190 | -$10.8M | 30 | 55 | 31 | 30 | 133 |
| KMX | CARMAX INC | -8,395,721 | $1.3B | 91 | 126 | 236 | 105 | 524 |
| TOUR | TUNIU CORP-SPON ADR | -8,372,967 | -$6.2M | 0 | 0 | 0 | 19 | 0 |
| TMHC | TAYLOR MORRISON HOME CORP | -8,309,328 | $807.0M | 86 | 103 | 159 | 121 | 408 |
| GAP | GAP INC/THE | -8,155,197 | -$1.4B | 91 | 139 | 169 | 110 | 459 |
| LKQ | LKQ CORP | -8,112,955 | -$1.0B | 70 | 178 | 200 | 109 | 499 |
| WEN | WENDY'S CO/THE | -8,037,719 | $188.6M | 76 | 125 | 125 | 100 | 381 |
| CCK | CROWN HOLDINGS INC | -7,742,340 | $350.7M | 65 | 172 | 257 | 124 | 563 |
| MGM | MGM RESORTS INTERNATIONAL | -7,499,725 | $1.5B | 120 | 164 | 217 | 105 | 618 |
| DRVN | DRIVEN BRANDS HOLDINGS INC | -7,272,198 | -$1.8M | 38 | 69 | 47 | 42 | 183 |
| HSAI | HESAI GROUP | -7,032,128 | -$179.9M | 32 | 48 | 31 | 41 | 121 |
| UHG | UNITED HOMES GROUP INC | -6,834,999 | -$7.8M | 0 | 0 | 0 | 39 | 0 |
| CENN | CENNTRO INC | -6,364,083 | -$763.7K | 0 | 0 | 2 | 29 | 2 |
| CZR | CAESARS ENTERTAINMENT INC | -6,305,414 | $674.4M | 101 | 96 | 139 | 104 | 388 |
| TRS | TRIMAS CORP | -6,113,717 | $40.9M | 41 | 58 | 70 | 36 | 196 |
| PTLO | PORTILLO'S INC-CL A | -5,945,931 | -$52.7M | 24 | 60 | 49 | 44 | 163 |
| MPX | MARINE PRODUCTS CORP | -5,603,240 | -$40.4M | 0 | 0 | 1 | 72 | 1 |
| EBAY | EBAY INC | -5,575,777 | $7.5B | 168 | 409 | 450 | 178 | 1204 |
| JMIA | JUMIA TECHNOLOGIES AG-ADR | -5,203,593 | -$31.3M | 25 | 41 | 34 | 41 | 129 |
| SHAK | SHAKE SHACK INC - CLASS A | -4,967,839 | -$1.6B | 67 | 126 | 87 | 110 | 322 |
| VIPS | VIPSHOP HOLDINGS LTD - ADR | -4,636,054 | -$535.7M | 43 | 81 | 111 | 47 | 268 |
| PLBY | PLBY GROUP INC | -4,505,717 | -$16.0M | 27 | 21 | 22 | 26 | 84 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | -4,182,551 | -$5.9B | 112 | 402 | 405 | 290 | 1141 |
| CHWY | CHEWY INC - CLASS A | -4,135,207 | -$2.9B | 78 | 178 | 146 | 180 | 477 |
| MLCO | MELCO RESORTS & ENTERT-ADR | -4,052,617 | -$61.1M | 36 | 43 | 46 | 41 | 156 |
| PRKS | UNITED PARKS & RESORTS INC | -3,538,058 | $754.3M | 51 | 45 | 81 | 44 | 216 |
| PII | POLARIS INC | -3,413,974 | $484.7M | 88 | 157 | 133 | 75 | 452 |
| REAL | REALREAL INC/THE | -3,343,205 | $277.7M | 51 | 98 | 62 | 53 | 238 |
| HMC | HONDA MOTOR CO LTD-SPONS ADR | -3,213,837 | $58.1M | 72 | 144 | 87 | 73 | 356 |
| W | WAYFAIR INC- CLASS A | -3,158,989 | $1.7B | 86 | 143 | 130 | 101 | 421 |
| FWRG | FIRST WATCH RESTAURANT GROUP | -3,023,349 | $119.4M | 34 | 84 | 54 | 46 | 193 |
| AXL | AMERICAN AXLE & MFG HOLDINGS | -2,990,337 | -$136.2M | 49 | 110 | 86 | 53 | 287 |
| MNRO | MONRO INC | -2,971,339 | -$10.4M | 39 | 54 | 60 | 50 | 169 |