Position in YUM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$26,048,867
+$1,101,947 QoQ
Shares Held
162,948
+1.6% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#120
of 1,425 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 39%
Shared 5%
None 56%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Derivatives in YUM
reported options exposure · as of Sep 30, 2025CallValue
$15,200
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Corient Private Wealth LLC holds $579,381,422 across 25 Restaurants names. YUM ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
3,559,002 | $289,018,636 | |
| 2 | MCD |
Mcdonalds Corp
|
4,486,962 | $212,356,898 | |
| 3 | YUM |
Yum Brands Inc
This page
|
162,948 | $26,048,867 | |
| 4 | CAKE |
Cheesecake Factory Inc
|
101,425 | $8,067,344 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
190,974 | $6,493,116 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
81,652 | $5,920,586 | |
| 7 | DRI |
Darden Restaurants Inc
|
27,931 | $5,754,065 | |
| 8 | DPZ |
Dominos Pizza Inc
|
16,540 | $4,896,501 |
All Filings in YUM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,048,867 | 162,948 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $24,946,920 | 160,451 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $25,877,956 | 171,060 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $15,200 | 100 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $24,322,280 | 160,015 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $26,204,743 | 176,844 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $30,100,134 | 191,282 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $26,105,388 | 194,584 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $29,251,500 | 209,373 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $16,525,311 | 124,757 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $28,852,370 | 208,095 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $28,587,623 | 218,794 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $26,171,305 | 209,471 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $29,602,177 | 213,657 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $29,173,566 | 220,878 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $27,352,380 | 213,557 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||