Position in YUM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$979,990
-$622,065 QoQ
Shares Held
6,303
-40.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
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, 2026Larson Financial Group LLC holds $13,428,778 across 29 Restaurants names. YUM ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHAK |
Shake Shack Inc.
|
49,023 | $4,337,064 | |
| 2 | SBUX |
Starbucks Corp
|
39,115 | $3,504,312 | |
| 3 | MCD |
Mcdonalds Corp
|
9,139 | $2,840,309 | |
| 4 | YUM |
Yum Brands Inc
This page
|
6,303 | $979,990 | |
| 5 | DPZ |
Dominos Pizza Inc
|
1,357 | $486,878 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
12,487 | $399,708 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
2,118 | $349,766 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
4,108 | $200,388 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $979,990 | 6,303 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,602,055 | 10,590 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,556,176 | 10,238 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,358,662 | 9,169 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $888,139 | 5,644 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $626,258 | 4,668 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $668,093 | 4,782 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $440,297 | 3,324 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $448,394 | 3,234 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $237,278 | 1,816 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $158,798 | 1,271 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $103,358 | 746 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $98,135 | 743 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $94,779 | 740 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $85,603 | 805 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $83,429 | 735 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $86,763 | 732 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $101,367 | 730 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $88,919 | 727 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $76,494 | 665 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $71,723 | 663 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $71,649 | 660 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $60,075 | 658 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $56,926 | 655 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $44,681 | 652 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||