Position in YUM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,621,232
+$78,884 QoQ
Shares Held
28,908
-1.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#285
of 1,425 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026GLOBALT Investments LLC / GA holds $7,474,451 across 3 Restaurants names. YUM ranks #1 (61.8% of the industry book) .
All Filings in YUM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,621,232 | 28,908 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,542,348 | 29,215 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $810,406 | 5,357 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $875,064 | 5,757 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $866,260 | 5,846 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $990,581 | 6,295 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $864,258 | 6,442 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $884,364 | 6,330 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $878,342 | 6,631 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $954,327 | 6,883 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $930,952 | 7,125 | Shares | Sole | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||