Position in YUM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$98,473
+$2,698 QoQ
Shares Held
616
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,164
of 1,431 holders
Holding Since
Mar 2020
26 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, 2026OAKWORTH CAPITAL, INC. holds $2,252,764 across 8 Restaurants names. YUM ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
5,587 | $1,510,221 | |
| 2 | SBUX |
Starbucks Corp
|
3,054 | $312,087 | |
| 3 | DRI |
Darden Restaurants Inc
|
1,328 | $273,581 | |
| 4 | YUM |
Yum Brands Inc
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|
616 | $98,473 | |
| 5 | DPZ |
Dominos Pizza Inc
|
105 | $31,084 | |
| 6 | CAKE |
Cheesecake Factory Inc
|
189 | $15,033 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
170 | $6,947 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
157 | $5,338 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,473 | 616 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $95,775 | 616 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $95,305 | 630 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $81,624 | 537 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $87,574 | 591 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $101,811 | 647 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $86,801 | 647 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $90,392 | 647 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $89,013 | 672 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $93,172 | 672 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $88,195 | 675 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $86,333 | 691 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $96,985 | 700 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $92,456 | 700 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $89,656 | 700 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $90,920 | 855 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $97,051 | 855 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $101,343 | 855 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $118,725 | 855 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $104,575 | 855 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $80,521 | 700 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $75,726 | 700 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $75,992 | 700 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $63,910 | 700 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $60,837 | 700 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $27,412 | 400 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||