Position in YUM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,501,876
-$51,539 QoQ
Shares Held
22,523
-4.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $132,753,775 across 25 Restaurants names. YUM ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
283,542 | $88,122,018 | |
| 2 | DRI |
Darden Restaurants Inc
|
90,619 | $17,764,948 | |
| 3 | SBUX |
Starbucks Corp
|
144,887 | $12,980,426 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
165,893 | $5,310,234 | |
| 5 | YUM |
Yum Brands Inc
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|
22,523 | $3,501,876 | |
| 6 | DPZ |
Dominos Pizza Inc
|
4,596 | $1,648,998 | |
| 7 | BROS |
Dutch Bros Inc.
|
23,975 | $1,214,573 | |
| 8 | SHAK |
Shake Shack Inc.
|
9,587 | $848,161 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,501,876 | 22,523 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,553,415 | 23,489 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,490,376 | 22,963 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,479,266 | 23,480 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,842,573 | 24,419 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,045,968 | 22,704 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,014,802 | 21,579 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,673,042 | 20,180 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,777,020 | 20,029 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,617,773 | 20,035 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,429,958 | 19,449 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,694,243 | 19,446 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,569,220 | 19,452 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,488,082 | 19,426 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,065,760 | 19,426 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $822,720 | 7,248 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $877,477 | 7,403 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,006,457 | 7,248 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $886,013 | 7,244 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $805,440 | 7,002 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,148,222 | 10,614 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $762,634 | 7,025 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $641,656 | 7,028 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $631,574 | 7,267 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $400,489 | 5,844 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||