Position in YUM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,308,453
+$28,076 QoQ
Shares Held
8,185
-0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#67
of 309 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $16,541,579 across 11 Restaurants names. YUM ranks #7 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRUS |
Kura Sushi USA, Inc.
|
53,463 | $3,077,330 | |
| 2 | MCD |
Mcdonalds Corp
|
10,373 | $2,803,925 | |
| 3 | SBUX |
Starbucks Corp
|
22,570 | $2,306,427 | |
| 4 | CAVA |
Cava Group, Inc.
|
21,298 | $1,671,467 | |
| 5 | PZZA |
Papa Johns International Inc
|
41,485 | $1,525,403 | |
| 6 | FWRG |
First Watch Restaurant Group, Inc.
|
112,679 | $1,452,432 | |
| 7 | YUM |
Yum Brands Inc
This page
|
8,185 | $1,308,453 | |
| 8 | DRI |
Darden Restaurants Inc
|
5,789 | $1,192,591 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,308,453 | 8,185 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $1,280,377 | 8,235 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $1,239,133 | 8,191 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $1,244,576 | 8,188 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $1,200,702 | 8,103 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $1,303,727 | 8,285 | Shares | Defined | 2025-04-04 | |
| 2024-12-31 | $1,087,769 | 8,108 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,133,187 | 8,111 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $1,074,383 | 8,111 | Shares | Defined | 2024-07-03 | |
| 2024-03-31 | $1,124,590 | 8,111 | Shares | Defined | 2024-04-04 | |
| 2023-12-31 | $1,059,783 | 8,111 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $1,332,110 | 10,662 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $1,482,485 | 10,700 | Shares | Defined | 2023-07-07 | |
| 2023-03-31 | $1,413,256 | 10,700 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $1,370,456 | 10,700 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $1,139,007 | 10,711 | Shares | Defined | 2022-10-05 | |
| 2022-06-30 | $1,215,805 | 10,711 | Shares | Defined | 2022-07-07 | |
| 2022-03-31 | $949,543 | 8,011 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,112,407 | 8,011 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $979,825 | 8,011 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $927,601 | 8,064 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $872,363 | 8,064 | Shares | Defined | 2021-04-14 | |
| 2020-12-31 | $875,427 | 8,064 | Shares | Defined | 2021-03-04 | |
| 2020-09-30 | $736,243 | 8,064 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $700,842 | 8,064 | Shares | Defined | 2020-07-10 | |
| 2020-03-31 | $776,787 | 11,335 | Shares | Defined | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||