Position in YUM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$576,615
+$15,799 QoQ
Shares Held
3,607
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#698
of 1,425 holders
Holding Since
Jun 2021
19 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, 2026Key Financial Inc holds $3,205,089 across 9 Restaurants names. YUM ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
8,026 | $2,169,508 | |
| 2 | YUM |
Yum Brands Inc
This page
|
3,607 | $576,615 | |
| 3 | SBUX |
Starbucks Corp
|
3,880 | $396,497 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
1,100 | $37,400 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
47 | $9,081 | |
| 6 | DRI |
Darden Restaurants Inc
|
28 | $5,768 | |
| 7 | KRUS |
Kura Sushi USA, Inc.
|
100 | $5,756 | |
| 8 | WING |
Wingstop Inc.
|
25 | $4,335 |
All Filings in YUM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,615 | 3,607 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $560,816 | 3,607 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $545,666 | 3,607 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $548,264 | 3,607 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $534,485 | 3,607 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $643,917 | 4,092 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $548,982 | 4,092 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $883,945 | 6,327 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $498,049 | 3,760 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $854,084 | 6,160 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $804,865 | 6,160 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $449,784 | 3,600 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $498,780 | 3,600 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $475,488 | 3,600 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $461,088 | 3,600 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $382,824 | 3,600 | Shares | Sole | 2022-10-28 | |
| 2021-12-31 | $22,217 | 160 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $19,569 | 160 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $18,404 | 160 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||