Position in YUM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,981,498
-$563,622 QoQ
Shares Held
62,439
-7.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#202
of 1,431 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Derivatives in YUM
reported options exposure · as of Mar 31, 2023CallValue
$0
CallShares
0
PutValue
$125
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026HighTower Advisors, LLC holds $644,781,330 across 21 Restaurants names. YUM ranks #3 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,471,725 | $397,821,984 | |
| 2 | SBUX |
Starbucks Corp
|
2,071,731 | $211,710,190 | |
| 3 | YUM |
Yum Brands Inc
This page
|
62,439 | $9,981,498 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
136,324 | $4,635,016 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
106,166 | $4,339,004 | |
| 6 | DRI |
Darden Restaurants Inc
|
16,748 | $3,450,255 | |
| 7 | CAVA |
Cava Group, Inc.
|
39,930 | $3,133,706 | |
| 8 | SHAK |
Shake Shack Inc.
|
29,813 | $1,670,124 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,981,498 | 62,439 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $10,545,120 | 67,823 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,758,013 | 64,503 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,068,328 | 66,239 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,721,941 | 65,609 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,231,075 | 65,017 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,440,676 | 62,915 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,795,678 | 55,799 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,250,727 | 54,739 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,005,373 | 57,738 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $13,703,751 | 104,881 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $13,741,276 | 109,983 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $16,273,528 | 117,456 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,936,795 | 113,089 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $125 | 100 | Put | Sole | 2023-05-12 | |
| 2022-12-31 | $15,085,390 | 117,781 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,702,057 | 53,621 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,696,953 | 50,189 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,002,714 | 50,643 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,547,318 | 54,352 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,816,696 | 47,557 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,557,674 | 48,315 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $5,251,706 | 48,546 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $3,113,695 | 34,104 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,639,978 | 30,376 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,188,711 | 31,938 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||