Position in YUM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,082,499
+$106,631 QoQ
Shares Held
13,394
+2.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Allworth Financial LP holds $50,383,688 across 32 Restaurants names. YUM ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
77,344 | $24,037,741 | |
| 2 | SBUX |
Starbucks Corp
|
219,359 | $19,652,372 | |
| 3 | YUM |
Yum Brands Inc
This page
|
13,394 | $2,082,499 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
44,391 | $1,420,955 | |
| 5 | DRI |
Darden Restaurants Inc
|
4,416 | $865,712 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
3,461 | $571,549 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
11,503 | $561,116 | |
| 8 | BROS |
Dutch Bros Inc.
|
5,351 | $271,081 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,082,499 | 13,394 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,975,868 | 13,061 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,113,104 | 13,902 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $2,090,375 | 14,107 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,625,371 | 10,329 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,363,468 | 10,163 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,024,074 | 7,330 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $915,695 | 6,913 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $956,962 | 6,902 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $677,994 | 5,189 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $534,118 | 4,275 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $561,266 | 4,051 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $536,905 | 4,065 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $471,846 | 3,684 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $350,922 | 3,300 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $296,374 | 2,611 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $283,168 | 2,389 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $282,302 | 2,033 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $220,647 | 1,804 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $206,478 | 1,795 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $202,621 | 1,873 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $181,078 | 1,668 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $152,197 | 1,667 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $149,398 | 1,719 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $114,102 | 1,665 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||