Position in YUM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$516,667
+$7,781 QoQ
Shares Held
3,232
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#740
of 1,425 holders
Holding Since
Mar 2020
23 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, 2026CX Institutional holds $13,867,754 across 13 Restaurants names. YUM ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
39,602 | $10,704,816 | |
| 2 | SBUX |
Starbucks Corp
|
16,574 | $1,693,697 | |
| 3 | YUM |
Yum Brands Inc
This page
|
3,232 | $516,667 | |
| 4 | DRI |
Darden Restaurants Inc
|
2,236 | $460,638 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
6,878 | $233,852 | |
| 6 | DPZ |
Dominos Pizza Inc
|
564 | $166,966 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
724 | $29,589 | |
| 8 | BROS |
Dutch Bros Inc.
|
322 | $23,122 |
All Filings in YUM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,667 | 3,232 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $508,886 | 3,273 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $493,021 | 3,259 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $448,552 | 2,951 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $411,940 | 2,780 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $462,953 | 2,942 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $339,290 | 2,529 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $247,007 | 1,768 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $227,301 | 1,716 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $242,776 | 1,751 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $217,287 | 1,663 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $234,887 | 1,880 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $282,087 | 2,036 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $278,952 | 2,112 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,951,139 | 30,849 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $80,024 | 705 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $85,739 | 701 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $75,574 | 657 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $54,847 | 507 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $43,424 | 400 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $34,146 | 374 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $18,338 | 211 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $7,264 | 106 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||