Position in YUM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$17,831,845
+$205,154 QoQ
Shares Held
114,689
-1.6% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $87,817,886 across 5 Restaurants names. YUM ranks #3 (20.3% of the industry book) .
All Filings in YUM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,831,845 | 114,689 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $17,626,691 | 116,517 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,841,608 | 117,379 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $17,469,384 | 117,893 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $18,909,951 | 120,170 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $16,568,223 | 123,496 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $17,212,272 | 123,200 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $16,995,677 | 128,308 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $18,104,639 | 130,578 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $17,193,810 | 131,592 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $16,457,221 | 131,721 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $18,858,456 | 136,113 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $18,664,885 | 141,315 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $18,626,546 | 145,429 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $15,682,172 | 147,472 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $16,708,558 | 147,199 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $17,482,226 | 147,492 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $20,541,559 | 147,930 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $18,230,550 | 149,052 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $17,327,198 | 150,632 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $16,498,856 | 152,513 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $16,691,425 | 153,753 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $14,635,116 | 160,297 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $13,991,467 | 160,988 | 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. | ||||||