Junto Capital Management LP

Position in YUM — Yum Brands Inc

CIK 1595880 NEW YORK, NY

Position in YUM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$79,562,381

-$16,249,596 QoQ

Shares Held

511,721

-19.2% QoQ

Ownership

0.186%

of shares outstanding

% of Portfolio

1.77%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

4 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Junto Capital Management LP holds $147,127,408 across 3 Restaurants names. YUM ranks #1 (54.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	YUM	Yum Brands Inc This page	511,721	$79,562,381
2	EAT	Brinker International, Inc	240,535	$34,341,181
3	SHAK	Shake Shack Inc.	375,538	$33,223,846

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$79,562,381	511,721	-19.2%	Shares	Sole	2026-05-15
2025-12-31	$95,811,977	633,342	-27.8%	Shares	Sole	2026-02-17
2025-09-30	$133,251,408	876,654	-16.2%	Shares	Sole	2025-11-14
2020-06-30	$90,911,510	1,046,042	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.