Position in YUM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,932,790
+$2,059,805 QoQ
Shares Held
137,200
+7.3% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#136
of 1,425 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Cerity Partners LLC holds $279,034,385 across 21 Restaurants names. YUM ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
489,118 | $132,213,484 | |
| 2 | DRI |
Darden Restaurants Inc
|
173,936 | $35,832,552 | |
| 3 | SBUX |
Starbucks Corp
|
269,227 | $27,512,306 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
118,554 | $22,908,188 | |
| 5 | YUM |
Yum Brands Inc
This page
|
137,200 | $21,932,790 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
376,917 | $12,815,178 | |
| 7 | DPZ |
Dominos Pizza Inc
|
32,582 | $9,645,574 | |
| 8 | EAT |
Brinker International, Inc
|
36,661 | $6,159,048 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,932,790 | 137,200 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,872,985 | 127,817 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,283,285 | 114,247 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $16,919,728 | 111,314 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $16,294,910 | 109,967 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $17,156,960 | 109,030 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $13,889,718 | 103,531 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $15,358,040 | 109,928 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,076,583 | 98,721 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,898,137 | 100,239 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $11,055,011 | 84,609 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,058,735 | 56,497 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,962,022 | 71,902 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,435,532 | 26,011 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,579,067 | 27,944 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,480,380 | 23,325 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,664,874 | 23,477 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,282,058 | 19,253 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,665,973 | 19,199 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,076,212 | 16,975 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,020,732 | 17,567 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,856,476 | 17,161 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $2,254,031 | 20,763 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,578,029 | 17,284 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $658,603 | 7,578 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $527,955 | 7,704 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||