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Equibles

FIRST MANHATTAN CO. LLC.

Position in YUM — Yum Brands Inc

CIK 728083 NEW YORK, NY
Back to YUM Full portfolio

Position in YUM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$8,982,053
+$173,179 QoQ
Shares Held
56,187
-0.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#209
of 1,434 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in YUM Over Time

Shares Held

Position Value (USD)

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $169,085,062 across 8 Restaurants names. YUM ranks #3 (5.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MCD
Mcdonalds Corp
 519,232 $140,353,601
2 QSR
Restaurant Brands International Inc.
 179,287 $13,000,100
3 YUM
Yum Brands Inc
This page 		56,187 $8,982,053
4 CMG
Chipotle Mexican Grill Inc
 78,715 $2,676,310
5 SBUX
Starbucks Corp
 15,970 $1,631,974
6 DRI
Darden Restaurants Inc
 6,424 $1,323,408
7 SG
Sweetgreen, Inc.
 106,200 $935,622
8 ARKR
Ark Restaurants Corp
 31,057 $181,994

All Filings in YUM

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,982,053 56,187
2026-03-31 $8,808,874 56,656
2025-12-31 $8,662,141 57,259
2025-09-30 $8,859,472 58,286
2025-06-30 $8,630,892 58,246
2025-03-31 $9,156,778 58,190
2024-12-31 $7,816,832 58,265
2024-09-30 $8,140,342 58,266
2024-06-30 $10,450,431 78,895
2024-03-31 $10,920,351 78,762
2023-12-31 $10,380,545 79,447
2023-09-30 $10,077,035 80,655
2023-06-30 $12,086,270 87,234
2023-03-31 $12,019,015 90,998
2022-12-31 $14,717,800 114,911
2022-09-30 $9,901,636 93,113
2022-06-30 $10,607,850 93,453
2022-03-31 $11,463,391 96,713
2021-12-31 $13,216,972 95,182
2021-09-30 $11,639,264 95,162
2021-06-30 $10,909,560 94,841
2021-03-31 $10,270,717 94,941
2020-12-31 $10,296,264 94,844
2020-09-30 $8,570,787 93,875
2020-06-30 $9,201,943 105,879
2020-03-31 $7,291,797 106,403