Position in YUM
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$2,625,124
+$48,221 QoQ
Shares Held
16,884
-0.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026NewEdge Advisors, LLC holds $116,563,490 across 21 Restaurants names. YUM ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
262,557 | $81,600,090 | |
| 2 | DRI |
Darden Restaurants Inc
|
59,432 | $11,651,049 | |
| 3 | SBUX |
Starbucks Corp
|
109,422 | $9,803,116 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
150,217 | $4,808,446 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
67,265 | $3,281,186 | |
| 6 | YUM |
Yum Brands Inc
This page
|
16,884 | $2,625,124 | |
| 7 | CAVA |
Cava Group, Inc.
|
12,394 | $1,002,674 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
3,213 | $530,594 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,625,124 | 16,884 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $2,576,903 | 17,034 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,175,880 | 14,315 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,234,258 | 15,078 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,362,445 | 15,013 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,059,221 | 15,349 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,045,538 | 21,799 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,008,828 | 22,715 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $3,207,945 | 23,137 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,894,510 | 22,153 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,568,641 | 20,559 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,720,652 | 12,419 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,871,177 | 14,167 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,033,398 | 15,876 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,440,162 | 13,543 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,565,416 | 13,791 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,558,788 | 13,151 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,839,895 | 13,250 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $991,444 | 8,106 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $652,910 | 5,676 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $641,831 | 5,933 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,328,448 | 12,237 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,038,994 | 11,380 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $978,780 | 11,262 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $587,850 | 8,578 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||