Position in YUM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$818,643
+$17,766 QoQ
Shares Held
5,121
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#614
of 1,431 holders
Holding Since
Mar 2020
21 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, 2026Crestwood Advisors Group, LLC holds $13,645,284 across 6 Restaurants names. YUM ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
29,410 | $7,949,816 | |
| 2 | SBUX |
Starbucks Corp
|
39,146 | $4,000,329 | |
| 3 | YUM |
Yum Brands Inc
This page
|
5,121 | $818,643 | |
| 4 | DRI |
Darden Restaurants Inc
|
1,628 | $335,384 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
8,112 | $275,808 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
1,373 | $265,304 |
All Filings in YUM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818,643 | 5,121 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $800,877 | 5,151 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $665,480 | 4,399 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $639,008 | 4,204 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $598,202 | 4,037 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $622,201 | 3,954 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $433,605 | 3,232 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $307,222 | 2,199 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $270,615 | 2,043 | Shares | Sole | 2024-08-01 | |
| 2022-12-31 | $581,739 | 4,542 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $482,996 | 4,542 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $515,562 | 4,542 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $538,955 | 4,547 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $630,702 | 4,542 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $555,532 | 4,542 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $522,466 | 4,542 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $491,894 | 4,547 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $493,513 | 4,546 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $414,684 | 4,542 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $396,135 | 4,558 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $283,851 | 4,142 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||