Position in YUM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,254,286
+$330,451 QoQ
Shares Held
45,379
+1.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#230
of 1,431 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026NEOS Investment Management LLC holds $139,583,685 across 6 Restaurants names. YUM ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
868,907 | $88,793,606 | |
| 2 | MCD |
Mcdonalds Corp
|
115,562 | $31,237,564 | |
| 3 | YUM |
Yum Brands Inc
This page
|
45,379 | $7,254,286 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
212,180 | $7,214,120 | |
| 5 | DRI |
Darden Restaurants Inc
|
17,810 | $3,669,038 | |
| 6 | DPZ |
Dominos Pizza Inc
|
4,780 | $1,415,071 |
All Filings in YUM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,254,286 | 45,379 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,923,835 | 44,532 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,597,472 | 43,611 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $5,527,176 | 36,363 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,702,573 | 24,987 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $3,090,235 | 19,638 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,130,460 | 15,880 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,697,336 | 12,149 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,286,583 | 9,713 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $932,421 | 6,725 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $518,981 | 3,972 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $371,695 | 2,975 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||