Consumer Cyclical — Institutional Ownership & Hedge Fund Activity
Track hedge fund buying and selling activity in Consumer Cyclical stocks based on SEC 13F filings for Q2 2026.
Most Bought Consumer Cyclical Stocks
| # | Stock | Company | Funds Buying | Net $ Change |
|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | 72 | $-10.8B |
| 2 | TSLA | Tesla, Inc. | 64 | +$201.7M |
| 3 | BKNG | Booking Holdings Inc. | 61 | +$744.6M |
| 4 | HD | The Home Depot, Inc. | 56 | +$7.3M |
| 5 | MCD | McDonald's Corporation | 48 | $-65.6M |
| 6 | TJX | The TJX Companies, Inc. | 43 | $-32.6M |
| 7 | SBUX | Starbucks Corporation | 30 | $-227.3B |
| 8 | LOW | Lowe's Companies, Inc. | 25 | $-7.4M |
| 9 | NKE | NIKE, Inc. | 24 | $-38.3B |
| 10 | F | Ford Motor Company | 20 | +$22.2B |
| 11 | YUM | Yum! Brands, Inc. | 17 | $-5.6M |
| 12 | AZO | AutoZone, Inc. | 16 | $-942K |
| 13 | CMG | Chipotle Mexican Grill, Inc. | 15 | $-44.5B |
| 14 | CVNA | Carvana Co. | 15 | +$68.4B |
| 15 | LEN | Lennar Corporation | 14 | +$2.0B |
| 16 | RH | Rh | 14 | $-57.4M |
| 17 | ROST | Ross Stores, Inc. | 14 | +$10.4M |
| 18 | DHI | D.R. Horton, Inc. | 13 | +$16.7M |
| 19 | GM | General Motors Company | 13 | $-5.4B |
| 20 | MAR | Marriott International, Inc. | 13 | $-10.9M |
Most Sold Consumer Cyclical Stocks
| # | Stock | Company | Funds Selling | Net $ Change |
|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | 106 | $-10.8B |
| 2 | HD | The Home Depot, Inc. | 73 | +$7.3M |
| 3 | MCD | McDonald's Corporation | 57 | $-65.6M |
| 4 | LOW | Lowe's Companies, Inc. | 48 | $-7.4M |
| 5 | TJX | The TJX Companies, Inc. | 45 | $-32.6M |
| 6 | TSLA | Tesla, Inc. | 43 | +$201.7M |
| 7 | SBUX | Starbucks Corporation | 39 | $-227.3B |
| 8 | MAR | Marriott International, Inc. | 29 | $-10.9M |
| 9 | NKE | NIKE, Inc. | 29 | $-38.3B |
| 10 | ORLY | O'Reilly Automotive, Inc. | 26 | $-6.5B |
| 11 | F | Ford Motor Company | 21 | +$22.2B |
| 12 | ROST | Ross Stores, Inc. | 20 | +$10.4M |
| 13 | ABG | Asbury Automotive Group, Inc. | 18 | +$27.4M |
| 14 | GM | General Motors Company | 18 | $-5.4B |
| 15 | HLT | Hilton Worldwide Holdings Inc. | 18 | $-8.3M |
| 16 | BABA | Alibaba Group Holding Limited | 17 | +$18.9B |
| 17 | DHI | D.R. Horton, Inc. | 16 | +$16.7M |
| 18 | RCL | Royal Caribbean Cruises Ltd. | 16 | +$1.2M |
| 19 | TSCO | Tractor Supply Company | 16 | $-36.6B |
| 20 | AZO | AutoZone, Inc. | 15 | $-942K |
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Data sourced from SEC 13F filings for Q2 2026. Filings are delayed up to 45 days after quarter end.