Position in YUM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$461,835
-$124,635 QoQ
Shares Held
2,889
-23.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#777
of 1,431 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 18%
Shared 82%
None 0%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $12,291,702 across 15 Restaurants names. YUM ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
17,296 | $4,675,281 | |
| 2 | SBUX |
Starbucks Corp
|
26,003 | $2,657,246 | |
| 3 | DRI |
Darden Restaurants Inc
|
3,588 | $739,163 | |
| 4 | EAT |
Brinker International, Inc
|
4,298 | $722,064 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
3,074 | $593,989 | |
| 6 | CAVA |
Cava Group, Inc.
|
6,038 | $473,861 | |
| 7 | YUM |
Yum Brands Inc
This page
|
2,889 | $461,835 | |
| 8 | WEN |
Wendy's Co
|
52,155 | $432,364 |
All Filings in YUM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,835 | 2,889 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $586,470 | 3,772 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $605,422 | 4,002 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $429,248 | 2,824 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $434,908 | 2,935 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $552,962 | 3,514 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $335,533 | 2,501 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $369,532 | 2,645 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $363,470 | 2,744 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $355,497 | 2,564 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $306,919 | 2,349 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||