Position in YUM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$19,664,058
+$205,893 QoQ
Shares Held
123,008
-1.7% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#147
of 1,431 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Baird Financial Group, Inc. holds $379,857,292 across 14 Restaurants names. YUM ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
584,204 | $157,916,182 | |
| 2 | SBUX |
Starbucks Corp
|
1,218,998 | $124,569,405 | |
| 3 | BROS |
Dutch Bros Inc.
|
524,569 | $37,669,299 | |
| 4 | CAVA |
Cava Group, Inc.
|
303,141 | $23,790,505 | |
| 5 | YUM |
Yum Brands Inc
This page
|
123,008 | $19,664,058 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
214,765 | $7,302,010 | |
| 7 | WEN |
Wendy's Co
|
435,107 | $3,607,036 | |
| 8 | DRI |
Darden Restaurants Inc
|
12,424 | $2,559,467 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,664,058 | 123,008 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $19,458,165 | 125,149 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $18,647,678 | 123,266 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $19,014,440 | 125,095 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,397,435 | 124,156 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $20,678,990 | 131,412 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $15,105,877 | 112,596 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,917,717 | 113,934 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $20,540,172 | 155,067 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $21,268,908 | 153,400 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $23,590,792 | 180,551 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $20,532,888 | 164,342 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $24,061,837 | 173,669 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $19,200,336 | 145,369 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $20,173,366 | 157,506 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $17,303,217 | 162,716 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $19,232,678 | 169,436 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $20,167,048 | 170,143 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $24,747,073 | 178,216 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $20,886,877 | 170,770 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $20,135,886 | 175,049 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $19,108,697 | 176,638 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $18,782,073 | 173,011 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $15,747,514 | 172,481 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $14,219,517 | 163,612 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $9,967,345 | 145,445 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||