Position in YUM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,155,880
+$329,829 QoQ
Shares Held
25,997
+5.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#297
of 1,431 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Horizon Investments, LLC holds $36,328,428 across 15 Restaurants names. YUM ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
72,369 | $19,562,064 | |
| 2 | SBUX |
Starbucks Corp
|
41,936 | $4,285,439 | |
| 3 | YUM |
Yum Brands Inc
This page
|
25,997 | $4,155,880 | |
| 4 | DRI |
Darden Restaurants Inc
|
14,525 | $2,992,295 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
60,274 | $2,049,316 | |
| 6 | DPZ |
Dominos Pizza Inc
|
5,256 | $1,555,986 | |
| 7 | BJRI |
BJs RESTAURANTS INC
|
17,151 | $1,041,751 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
1,858 | $359,021 |
All Filings in YUM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,155,880 | 25,997 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,826,051 | 24,608 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,518,279 | 29,867 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,535,824 | 23,262 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,621,304 | 17,690 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $943,530 | 5,996 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $779,067 | 5,807 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $786,287 | 5,628 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $740,981 | 5,594 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $775,192 | 5,591 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $726,469 | 5,560 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $472,523 | 3,782 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $519,423 | 3,749 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $456,600 | 3,457 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $811,899 | 6,339 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $654,310 | 6,153 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $563,463 | 4,964 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $820,227 | 6,920 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $767,895 | 5,530 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $611,794 | 5,002 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $550,533 | 4,786 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $733,352 | 6,779 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $660,007 | 7,229 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $350,421 | 4,032 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||