Position in YUM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$600,594
+$25,940 QoQ
Shares Held
3,757
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#683
of 1,425 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Diversified Trust Co holds $9,528,723 across 9 Restaurants names. YUM ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
9,527 | $2,575,242 | |
| 2 | CAVA |
Cava Group, Inc.
|
23,831 | $1,870,256 | |
| 3 | WING |
Wingstop Inc.
|
8,083 | $1,401,673 | |
| 4 | EAT |
Brinker International, Inc
|
6,093 | $1,023,624 | |
| 5 | SBUX |
Starbucks Corp
|
9,957 | $1,017,505 | |
| 6 | YUM |
Yum Brands Inc
This page
|
3,757 | $600,594 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
2,283 | $441,144 | |
| 8 | FWRG |
First Watch Restaurant Group, Inc.
|
24,260 | $312,711 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,594 | 3,757 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $574,654 | 3,696 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $542,943 | 3,589 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $534,432 | 3,516 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,374,814 | 9,278 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $682,627 | 4,338 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $580,510 | 4,327 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $463,976 | 3,321 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $429,435 | 3,242 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $385,862 | 2,783 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $292,155 | 2,236 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $274,118 | 2,194 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $313,400 | 2,262 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $423,580 | 3,207 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $658,715 | 5,143 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $263,935 | 2,482 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $242,003 | 2,132 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $247,490 | 2,088 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $289,939 | 2,088 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $255,627 | 2,090 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $471,392 | 4,098 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $424,714 | 3,926 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $610,650 | 5,625 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $440,248 | 4,822 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $353,462 | 4,067 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||