Position in YUM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$908,484
+$32,666 QoQ
Shares Held
5,683
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#591
of 1,431 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Ethic Inc. holds $25,809,701 across 10 Restaurants names. YUM ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
24,512 | $6,625,838 | |
| 2 | DRI |
Darden Restaurants Inc
|
30,404 | $6,263,528 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
137,878 | $4,687,852 | |
| 4 | SBUX |
Starbucks Corp
|
43,563 | $4,451,702 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
7,335 | $1,417,342 | |
| 6 | YUM |
Yum Brands Inc
This page
|
5,683 | $908,484 | |
| 7 | DPZ |
Dominos Pizza Inc
|
1,664 | $492,610 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
10,007 | $408,986 |
All Filings in YUM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $908,484 | 5,683 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $875,818 | 5,633 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $697,854 | 4,613 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $630,952 | 4,151 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $629,468 | 4,248 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $624,561 | 3,969 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $763,504 | 5,691 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $995,154 | 7,123 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,052,129 | 7,943 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $987,603 | 7,123 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $992,232 | 7,594 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $753,513 | 6,031 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $683,190 | 4,931 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $578,774 | 4,382 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $609,148 | 4,756 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $408,770 | 3,844 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $640,877 | 5,646 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $607,584 | 5,126 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $503,089 | 3,623 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $464,044 | 3,794 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $363,034 | 3,156 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $561,454 | 5,190 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $371,275 | 3,420 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $233,454 | 2,557 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||