Position in YUM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$274,111
+$8,313 QoQ
Shares Held
1,763
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026BAILARD, INC. holds $19,830,928 across 6 Restaurants names. YUM ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
36,873 | $11,459,759 | |
| 2 | BROS |
Dutch Bros Inc.
|
82,068 | $4,157,564 | |
| 3 | SBUX |
Starbucks Corp
|
30,718 | $2,752,025 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
30,169 | $965,709 | |
| 5 | YUM |
Yum Brands Inc
This page
|
1,763 | $274,111 | |
| 6 | LOCO |
El Pollo Loco Holdings, Inc.
|
16,000 | $221,760 |
All Filings in YUM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $274,111 | 1,763 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $265,798 | 1,757 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $268,584 | 1,767 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $260,352 | 1,757 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $277,897 | 1,766 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $236,926 | 1,766 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $246,727 | 1,766 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $232,732 | 1,757 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $243,608 | 1,757 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $229,569 | 1,757 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $219,519 | 1,757 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $243,432 | 1,757 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $255,838 | 1,937 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $248,090 | 1,937 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $205,980 | 1,937 | Shares | Sole | 2022-10-18 | |
| 2022-03-31 | $208,257 | 1,757 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $243,977 | 1,757 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $214,898 | 1,757 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $202,107 | 1,757 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||