Position in YUM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$10,266,688
+$1,631,640 QoQ
Shares Held
64,223
+15.6% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#196
of 1,425 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $121,534,031 across 25 Restaurants names. YUM ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
183,849 | $49,696,223 | |
| 2 | SBUX |
Starbucks Corp
|
231,872 | $23,694,999 | |
| 3 | YUM |
Yum Brands Inc
This page
|
64,223 | $10,266,688 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
47,773 | $9,231,176 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
186,901 | $6,354,634 | |
| 6 | DRI |
Darden Restaurants Inc
|
29,862 | $6,151,870 | |
| 7 | DPZ |
Dominos Pizza Inc
|
17,137 | $5,073,237 | |
| 8 | EAT |
Brinker International, Inc
|
13,469 | $2,262,792 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,266,688 | 64,223 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $8,635,048 | 55,538 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,999,372 | 105,760 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $9,417,160 | 61,955 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,797,461 | 45,873 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,011,152 | 38,200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,334,469 | 39,762 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,263,993 | 37,678 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,081,827 | 38,365 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,143,360 | 37,096 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,368,166 | 41,085 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $5,275,466 | 42,224 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,117,397 | 44,153 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,590,308 | 34,754 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $4,427,213 | 34,566 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,545,269 | 33,339 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,276,579 | 28,866 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,886,679 | 24,354 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,154,204 | 22,715 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,542,335 | 20,786 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,952,174 | 16,971 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,642,172 | 15,180 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,424,415 | 13,121 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,259,300 | 13,793 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $1,109,927 | 12,771 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,355,934 | 19,786 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||