Position in YUM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,056,533
+$467,640 QoQ
Shares Held
13,227
+25.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $74,915,025 across 12 Restaurants names. YUM ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
561,518 | $50,306,397 | |
| 2 | MCD |
Mcdonalds Corp
|
37,787 | $11,743,821 | |
| 3 | DPZ |
Dominos Pizza Inc
|
11,281 | $4,047,509 | |
| 4 | DRI |
Darden Restaurants Inc
|
16,005 | $3,137,620 | |
| 5 | YUM |
Yum Brands Inc
This page
|
13,227 | $2,056,533 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
31,979 | $1,023,647 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
3,813 | $629,678 | |
| 8 | BLMN |
Bloomin' Brands, Inc.
|
112,349 | $606,684 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,056,533 | 13,227 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,588,893 | 10,503 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,592,656 | 10,478 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,416,748 | 9,561 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,752,518 | 11,137 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,286,326 | 9,588 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,560,979 | 11,173 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,699,594 | 12,831 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,339,996 | 16,877 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,268,780 | 17,364 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,146,732 | 73,209 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,197,418 | 73,601 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $9,904,415 | 74,988 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $11,024,486 | 86,075 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $9,294,116 | 87,400 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,383,894 | 91,480 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $10,814,084 | 91,235 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $12,818,166 | 92,310 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,606,362 | 94,893 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,409,940 | 99,191 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $11,007,206 | 101,749 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $11,600,938 | 106,862 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $10,398,796 | 113,897 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,131,967 | 116,580 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $8,473,597 | 123,648 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||