Position in YUM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$48,885,087
+$31,795,138 QoQ
Shares Held
314,414
+178.3% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 82.01702214277991.ToString("F0")%
None 17.9829778572201.ToString("F0")%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026WELLINGTON MANAGEMENT GROUP LLP holds $3,655,805,291 across 16 Restaurants names. YUM ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
6,848,992 | $1,342,676,389 | |
| 2 | MCD |
Mcdonalds Corp
|
3,414,775 | $1,061,277,919 | |
| 3 | SBUX |
Starbucks Corp
|
3,982,125 | $356,758,575 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
1,421,988 | $234,827,095 | |
| 5 | SHAK |
Shake Shack Inc.
|
1,718,733 | $152,056,307 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
2,884,547 | $140,708,199 | |
| 7 | BROS |
Dutch Bros Inc.
|
2,239,807 | $113,468,621 | |
| 8 | CAVA |
Cava Group, Inc.
|
907,809 | $73,441,747 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,885,087 | 314,414 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $17,089,949 | 112,969 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $28,487,688 | 187,419 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,283,854 | 55,904 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $825,667 | 5,247 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $350,827 | 2,615 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $542,772 | 3,885 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,898,794 | 67,181 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,611,689 | 62,111 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,599,649 | 65,817 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $8,217,927 | 65,775 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,278,892 | 38,101 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,410,679 | 33,394 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,574,120 | 35,713 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,395,520 | 69,546 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,120,755 | 80,352 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $11,179,630 | 94,319 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $52,089,717 | 375,124 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $39,762,612 | 325,097 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $38,368,025 | 333,548 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $35,056,269 | 324,055 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $32,667,657 | 300,918 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $28,366,910 | 310,700 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $28,161,099 | 324,026 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $523,158 | 7,634 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||