Position in YUM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$22,749,210
+$1,817,202 QoQ
Shares Held
146,316
+5.7% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.3314743432023839.ToString("F0")%
Shared 0.ToString("F0")%
None 99.66852565679761.ToString("F0")%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $288,745,867 across 29 Restaurants names. YUM ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
445,841 | $138,562,923 | |
| 2 | SBUX |
Starbucks Corp
|
508,092 | $45,519,961 | |
| 3 | YUM |
Yum Brands Inc
This page
|
146,316 | $22,749,210 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
85,140 | $14,060,019 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
420,721 | $13,467,279 | |
| 6 | DRI |
Darden Restaurants Inc
|
42,289 | $8,290,335 | |
| 7 | EAT |
Brinker International, Inc
|
42,824 | $6,113,981 | |
| 8 | DPZ |
Dominos Pizza Inc
|
16,812 | $6,031,977 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,749,210 | 146,316 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $20,932,008 | 138,366 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,386,984 | 120,967 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $16,469,317 | 111,144 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $16,754,433 | 106,472 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,113,871 | 97,748 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,246,698 | 87,658 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $12,527,399 | 94,575 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $12,724,187 | 91,772 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,987,662 | 91,747 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,162,388 | 89,342 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $11,091,481 | 80,054 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $10,043,494 | 76,041 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,875,224 | 77,102 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,644,038 | 71,883 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,766,240 | 68,419 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,974,579 | 67,279 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,851,352 | 63,743 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,751,029 | 63,372 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,616,524 | 57,520 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $17,998,772 | 166,378 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $18,087,832 | 166,616 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $15,314,570 | 167,739 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $14,273,142 | 164,229 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $12,011,321 | 175,271 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||