Position in YUM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,931,268
-$21,560 QoQ
Shares Held
12,081
-3.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#91
of 536 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, 2026STEPHENS INC /AR/ holds $105,426,609 across 10 Restaurants names. YUM ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRUS |
Kura Sushi USA, Inc.
|
1,102,847 | $63,479,873 | |
| 2 | MCD |
Mcdonalds Corp
|
85,155 | $23,018,248 | |
| 3 | DRI |
Darden Restaurants Inc
|
43,933 | $9,050,637 | |
| 4 | SBUX |
Starbucks Corp
|
55,500 | $5,671,545 | |
| 5 | YUM |
Yum Brands Inc
This page
|
12,081 | $1,931,268 | |
| 6 | BROS |
Dutch Bros Inc.
|
9,226 | $662,519 | |
| 7 | DPZ |
Dominos Pizza Inc
|
1,564 | $463,006 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
13,032 | $443,088 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,931,268 | 12,081 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $1,952,828 | 12,560 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $1,881,923 | 12,440 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,907,752 | 12,551 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,807,944 | 12,201 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $1,935,055 | 12,297 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $1,662,108 | 12,389 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $1,722,903 | 12,332 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $1,659,193 | 12,526 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $1,762,380 | 12,711 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,541,004 | 11,794 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,398,953 | 11,197 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,564,229 | 11,290 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,519,052 | 11,501 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,472,791 | 11,499 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,374,231 | 12,923 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $1,491,407 | 13,139 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $1,539,112 | 12,985 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,802,958 | 12,984 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $1,563,366 | 12,782 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $1,485,727 | 12,916 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,430,572 | 13,224 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,317,918 | 12,140 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,020,825 | 11,181 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $978,693 | 11,261 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $845,111 | 12,332 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||