Position in YUM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$595,798
-$60,638 QoQ
Shares Held
3,727
-11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#694
of 1,435 holders
Holding Since
Dec 2021
17 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $11,975,629 across 9 Restaurants names. YUM ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
19,769 | $5,343,758 | |
| 2 | SBUX |
Starbucks Corp
|
27,063 | $2,765,567 | |
| 3 | EAT |
Brinker International, Inc
|
5,255 | $882,840 | |
| 4 | BH-A |
Biglari Holdings Inc.
|
1,672 | $712,322 | |
| 5 | YUM |
Yum Brands Inc
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|
3,727 | $595,798 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
7,379 | $535,051 | |
| 7 | DRI |
Darden Restaurants Inc
|
2,175 | $448,071 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
11,338 | $385,492 |
All Filings in YUM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,798 | 3,727 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $656,436 | 4,222 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $557,164 | 3,683 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $556,016 | 3,658 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $416,682 | 2,812 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $416,374 | 2,646 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $299,981 | 2,236 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $291,993 | 2,090 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $595,672 | 4,497 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $639,176 | 4,610 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $568,109 | 4,348 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $534,618 | 4,279 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $532,170 | 3,841 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $482,224 | 3,651 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $256,279 | 2,410 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $267,656 | 2,358 | Shares | Sole | 2022-07-15 | |
| 2021-12-31 | $247,448 | 1,782 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||