Position in YUM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$12,845,709
+$1,247,369 QoQ
Shares Held
80,356
+7.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#177
of 1,425 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, 2026Swiss Life Asset Management Ltd holds $210,726,890 across 15 Restaurants names. YUM ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
251,750 | $68,050,541 | |
| 2 | SBUX |
Starbucks Corp
|
599,663 | $61,279,561 | |
| 3 | DRI |
Darden Restaurants Inc
|
199,600 | $41,119,595 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
447,794 | $15,224,996 | |
| 5 | YUM |
Yum Brands Inc
This page
|
80,356 | $12,845,709 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
78,011 | $3,188,309 | |
| 7 | DPZ |
Dominos Pizza Inc
|
10,365 | $3,068,454 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
37,386 | $2,710,858 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,845,709 | 80,356 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $11,598,340 | 74,597 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,756,842 | 57,885 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $8,146,440 | 53,595 | Shares | Defined | 2025-12-02 | |
| 2025-06-30 | $7,282,898 | 49,149 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $7,098,509 | 45,110 | Shares | Defined | 2025-12-02 | |
| 2024-12-31 | $4,899,388 | 36,519 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $1,702,645 | 12,187 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $1,818,939 | 13,732 | Shares | Defined | 2025-12-09 | |
| 2024-03-31 | $2,310,879 | 16,667 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $6,370,066 | 48,753 | Shares | Sole | 2025-12-09 | |
| 2023-09-30 | $7,829,614 | 62,667 | Shares | Sole | 2025-12-09 | |
| 2023-06-30 | $3,532,331 | 25,495 | Shares | Sole | 2025-12-09 | |
| 2023-03-31 | $4,679,197 | 35,427 | Shares | Defined | 2025-12-09 | |
| 2022-12-31 | $11,054,199 | 86,307 | Shares | Defined | 2025-12-09 | |
| 2022-09-30 | $9,405,985 | 88,452 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $9,650,506 | 85,019 | Shares | Sole | 2025-12-09 | |
| 2022-03-31 | $11,328,978 | 95,579 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $14,719,993 | 106,006 | Shares | Defined | 2025-12-29 | |
| 2021-09-30 | $8,290,293 | 67,781 | Shares | Defined | 2025-12-29 | |
| 2021-06-30 | $12,835,277 | 111,582 | Shares | Sole | 2025-12-29 | |
| 2021-03-31 | $12,825,820 | 118,560 | Shares | Sole | 2025-12-29 | |
| 2020-12-31 | $12,913,103 | 118,949 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $6,590,216 | 72,182 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $7,787,570 | 89,605 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $6,001,856 | 87,580 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||