Position in YUM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$41,357,213
+$4,780,735 QoQ
Shares Held
265,997
+10.0% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 15.509573416241537.ToString("F0")%
Shared 0.ToString("F0")%
None 84.49042658375846.ToString("F0")%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026LPL Financial LLC holds $958,768,139 across 24 Restaurants names. YUM ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,612,425 | $501,125,565 | |
| 2 | SBUX |
Starbucks Corp
|
2,596,455 | $232,616,403 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
1,297,315 | $41,527,053 | |
| 4 | YUM |
Yum Brands Inc
This page
|
265,997 | $41,357,213 | |
| 5 | BROS |
Dutch Bros Inc.
|
575,423 | $29,150,929 | |
| 6 | DRI |
Darden Restaurants Inc
|
143,326 | $28,097,629 | |
| 7 | CAVA |
Cava Group, Inc.
|
222,400 | $17,992,160 | |
| 8 | DPZ |
Dominos Pizza Inc
|
43,764 | $15,702,085 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||