Position in YUM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,793,708
+$217,406 QoQ
Shares Held
17,476
+5.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#358
of 1,431 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Merit Financial Group, LLC holds $35,574,798 across 13 Restaurants names. YUM ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
45,211 | $12,220,981 | |
| 2 | SBUX |
Starbucks Corp
|
93,867 | $9,592,263 | |
| 3 | YUM |
Yum Brands Inc
This page
|
17,476 | $2,793,708 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
13,810 | $2,668,504 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
74,286 | $2,525,724 | |
| 6 | DPZ |
Dominos Pizza Inc
|
6,479 | $1,918,041 | |
| 7 | DRI |
Darden Restaurants Inc
|
5,337 | $1,099,474 | |
| 8 | EAT |
Brinker International, Inc
|
5,002 | $840,336 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,793,708 | 17,476 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $2,576,302 | 16,570 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $2,450,280 | 16,197 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,126,632 | 13,991 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,949,604 | 13,157 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,889,264 | 12,006 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,425,181 | 10,623 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,106,782 | 7,922 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,416,792 | 10,696 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,471,353 | 10,612 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,030,515 | 7,887 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $900,817 | 7,210 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $943,664 | 6,811 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $837,387 | 6,340 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $819,712 | 6,400 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $562,432 | 5,289 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $563,009 | 4,960 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $412,247 | 3,478 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $520,586 | 3,749 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $506,974 | 4,145 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $476,799 | 4,145 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $448,406 | 4,145 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $449,981 | 4,145 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $384,829 | 4,215 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $429,769 | 4,945 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $366,292 | 5,345 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||