HERITAGE INVESTORS MANAGEMENT CORP

Position in YUM — Yum Brands Inc

CIK 937589 BETHESDA, MD

Position in YUM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$17,187,347

-$644,498 QoQ

Shares Held

107,515

-6.3% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#159

of 1,433 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $81,090,425 across 5 Restaurants names. YUM ranks #3 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	106,897	$28,895,328
2	CMG	Chipotle Mexican Grill Inc	548,413	$18,646,042
3	YUM	Yum Brands Inc This page	107,515	$17,187,347
4	YUMC	Yum China Holdings, Inc.	390,649	$15,965,824
5	SBUX	Starbucks Corp	3,874	$395,884

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,187,347	107,515	-6.3%	Shares	Sole	2026-08-04
2026-03-31	$17,831,845	114,689	-1.6%	Shares	Sole	2026-04-24
2025-12-31	$17,626,691	116,517	-0.7%	Shares	Sole	2026-02-06
2025-09-30	$17,841,608	117,379	-0.4%	Shares	Sole	2025-11-04
2025-06-30	$17,469,384	117,893	-1.9%	Shares	Sole	2025-08-04
2025-03-31	$18,909,951	120,170	-2.7%	Shares	Sole	2025-05-05
2024-12-31	$16,568,223	123,496	+0.2%	Shares	Sole	2025-02-05
2024-09-30	$17,212,272	123,200	-4.0%	Shares	Sole	2024-10-30
2024-06-30	$16,995,677	128,308	-1.7%	Shares	Sole	2024-07-30
2024-03-31	$18,104,639	130,578	-0.8%	Shares	Sole	2024-04-29
2023-12-31	$17,193,810	131,592	-0.1%	Shares	Sole	2024-02-07
2023-09-30	$16,457,221	131,721	-3.2%	Shares	Sole	2023-11-09
2023-06-30	$18,858,456	136,113	-3.7%	Shares	Sole	2023-08-01
2023-03-31	$18,664,885	141,315	-2.8%	Shares	Sole	2023-05-01
2022-12-31	$18,626,546	145,429	-1.4%	Shares	Sole	2023-02-06
2022-09-30	$15,682,172	147,472	+0.2%	Shares	Sole	2022-10-27
2022-06-30	$16,708,558	147,199	-0.2%	Shares	Sole	2022-08-01
2022-03-31	$17,482,226	147,492	-0.3%	Shares	Sole	2022-05-02
2021-12-31	$20,541,559	147,930	-0.8%	Shares	Sole	2022-01-28
2021-09-30	$18,230,550	149,052	-1.0%	Shares	Sole	2021-10-28
2021-06-30	$17,327,198	150,632	-1.2%	Shares	Sole	2021-07-29
2021-03-31	$16,498,856	152,513	-0.8%	Shares	Sole	2021-04-23
2020-12-31	$16,691,425	153,753	-4.1%	Shares	Sole	2021-01-28
2020-09-30	$14,635,116	160,297	-0.4%	Shares	Sole	2020-10-29
2020-06-30	$13,991,467	160,988	-0.6%	Shares	Sole	2020-07-24
2020-03-31	$11,097,611	161,938	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.