Position in YUM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,525,772
+$167,469 QoQ
Shares Held
16,245
+4.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3.3302554632194523.ToString("F0")%
Shared 0.ToString("F0")%
None 96.66974453678054.ToString("F0")%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026CWM, LLC holds $78,304,621 across 31 Restaurants names. YUM ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
92,030 | $28,602,003 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
82,467 | $13,618,600 | |
| 3 | SBUX |
Starbucks Corp
|
127,674 | $11,438,313 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
308,707 | $9,881,711 | |
| 5 | DRI |
Darden Restaurants Inc
|
16,313 | $3,198,000 | |
| 6 | DPZ |
Dominos Pizza Inc
|
8,465 | $3,037,157 | |
| 7 | YUM |
Yum Brands Inc
This page
|
16,245 | $2,525,772 | |
| 8 | EAT |
Brinker International, Inc
|
16,358 | $2,335,431 |
All Filings in YUM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,525,772 | 16,245 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,358,303 | 15,589 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,168,736 | 14,268 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,153,944 | 14,536 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,245,055 | 14,267 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,863,750 | 13,892 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,682,667 | 12,044 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,621,310 | 12,240 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,286,810 | 9,281 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,037,963 | 7,944 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $865,959 | 6,931 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $911,936 | 6,582 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $767,384 | 5,810 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $682,666 | 5,330 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $467,470 | 4,396 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $501,373 | 4,417 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $480,283 | 4,052 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,475,942 | 10,629 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $1,182,508 | 10,280 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $1,112,090 | 10,280 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $1,115,996 | 10,280 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $938,564 | 10,280 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $893,434 | 10,280 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $704,488 | 10,280 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||