Position in YUM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,635,048
-$7,364,324 QoQ
Shares Held
55,538
-47.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13.64111059094674.ToString("F0")%
Shared 0.ToString("F0")%
None 86.35888940905326.ToString("F0")%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $114,757,127 across 20 Restaurants names. YUM ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
179,008 | $55,633,896 | |
| 2 | SBUX |
Starbucks Corp
|
222,857 | $19,965,758 | |
| 3 | YUM |
Yum Brands Inc
This page
|
55,538 | $8,635,048 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
252,764 | $8,090,975 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
42,585 | $7,032,486 | |
| 6 | DRI |
Darden Restaurants Inc
|
22,559 | $4,422,466 | |
| 7 | DPZ |
Dominos Pizza Inc
|
11,178 | $4,010,554 | |
| 8 | EAT |
Brinker International, Inc
|
14,322 | $2,044,751 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||