Position in YUM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$291,817,873
-$4,443,666 QoQ
Shares Held
1,825,459
-4.2% QoQ
Ownership
0.669%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#23
of 1,425 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $839,911,594 across 24 Restaurants names. YUM ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,187,567 | $321,011,232 | |
| 2 | YUM |
Yum Brands Inc
This page
|
1,825,459 | $291,817,873 | |
| 3 | SBUX |
Starbucks Corp
|
922,624 | $94,282,945 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
1,218,069 | $41,414,346 | |
| 5 | DRI |
Darden Restaurants Inc
|
122,182 | $25,170,712 | |
| 6 | DPZ |
Dominos Pizza Inc
|
37,845 | $11,203,633 | |
| 7 | BROS |
Dutch Bros Inc.
|
151,108 | $10,851,064 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
102,254 | $7,414,435 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,817,873 | 1,825,459 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $296,261,539 | 1,905,464 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $32,224,301 | 213,011 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $32,320,520 | 212,635 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $32,538,547 | 219,588 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $32,641,341 | 207,431 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $29,194,152 | 217,607 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $30,393,490 | 217,547 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $28,726,201 | 216,867 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $31,473,963 | 227,003 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $31,768,407 | 243,138 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $30,765,099 | 246,239 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $29,893,961 | 215,763 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $27,914,710 | 211,347 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $27,254,909 | 212,796 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $22,723,261 | 213,685 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $25,133,041 | 221,417 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $24,371,425 | 205,614 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $28,888,570 | 208,041 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $27,690,002 | 226,392 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $30,838,966 | 268,095 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $29,085,380 | 268,861 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $29,206,762 | 269,038 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $24,025,500 | 263,149 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $22,372,282 | 257,419 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $19,062,096 | 278,157 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||