Position in YUM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$296,261,539
+$264,037,238 QoQ
Shares Held
1,905,464
+794.5% QoQ
Ownership
0.691%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93.94751094746476.ToString("F0")%
Shared 0.ToString("F0")%
None 6.052489052535235.ToString("F0")%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $853,841,489 across 23 Restaurants names. YUM ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,133,558 | $352,298,488 | |
| 2 | YUM |
Yum Brands Inc
This page
|
1,905,464 | $296,261,539 | |
| 3 | SBUX |
Starbucks Corp
|
1,057,449 | $94,736,852 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
1,274,647 | $40,801,448 | |
| 5 | DRI |
Darden Restaurants Inc
|
96,177 | $18,854,537 | |
| 6 | DPZ |
Dominos Pizza Inc
|
26,946 | $9,667,954 | |
| 7 | BROS |
Dutch Bros Inc.
|
159,888 | $8,099,925 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
81,926 | $6,054,330 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||