Position in YUM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$43,289,128
+$1,931,915 QoQ
Shares Held
270,794
+1.8% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#89
of 1,431 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026LPL Financial LLC holds $967,877,292 across 26 Restaurants names. YUM ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,688,819 | $456,504,663 | |
| 2 | SBUX |
Starbucks Corp
|
2,515,257 | $257,034,112 | |
| 3 | DRI |
Darden Restaurants Inc
|
244,931 | $50,458,235 | |
| 4 | YUM |
Yum Brands Inc
This page
|
270,794 | $43,289,128 | |
| 5 | BROS |
Dutch Bros Inc.
|
596,446 | $42,830,787 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
1,145,389 | $38,943,226 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
206,087 | $14,943,368 | |
| 8 | DPZ |
Dominos Pizza Inc
|
50,377 | $14,913,607 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,289,128 | 270,794 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $41,357,213 | 265,997 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $36,576,478 | 241,780 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $34,725,920 | 228,460 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $31,052,008 | 209,556 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $30,999,920 | 197,000 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $24,910,292 | 185,676 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $29,964,861 | 214,479 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $26,767,781 | 202,082 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $27,813,051 | 200,599 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $25,691,283 | 196,627 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $23,497,715 | 188,072 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $24,386,185 | 176,010 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $23,441,954 | 177,483 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $22,525,173 | 175,868 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $18,412,345 | 173,146 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,194,768 | 169,102 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,283,764 | 162,691 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $22,744,157 | 163,792 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,034,982 | 155,629 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $17,464,199 | 151,823 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $16,285,741 | 150,543 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $16,104,116 | 148,343 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $13,865,639 | 151,869 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $13,511,897 | 155,470 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,964,851 | 87,040 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||