Position in YUM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,266,438
+$9,125,715 QoQ
Shares Held
78,894
+280.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 99.43214946637259.ToString("F0")%
Shared 0.ToString("F0")%
None 0.5678505336273988.ToString("F0")%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $483,313,669 across 35 Restaurants names. YUM ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
852,691 | $265,007,835 | |
| 2 | SBUX |
Starbucks Corp
|
867,643 | $77,732,135 | |
| 3 | DPZ |
Dominos Pizza Inc
|
82,168 | $29,481,056 | |
| 4 | DRI |
Darden Restaurants Inc
|
139,790 | $27,404,430 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
573,952 | $18,372,202 | |
| 6 | CAKE |
Cheesecake Factory Inc
|
317,680 | $17,392,979 | |
| 7 | YUM |
Yum Brands Inc
This page
|
78,894 | $12,266,438 | |
| 8 | PZZA |
Papa Johns International Inc
|
247,964 | $8,036,512 |
All Filings in YUM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,266,438 | 78,894 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,140,723 | 20,761 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,412,240 | 15,870 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,080,743 | 14,042 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,769,984 | 11,248 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $1,146,665 | 8,547 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $801,096 | 5,734 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $58,679 | 443 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $140,729 | 1,015 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $113,282 | 867 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $40,355 | 323 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $44,751 | 323 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $42,661 | 323 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $43,931 | 343 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $50,511 | 475 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $53,917 | 475 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $48,241 | 407 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $89,286 | 643 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $117,662 | 962 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $75,459 | 656 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $44,894 | 415 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $35,282 | 325 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||