Position in YUMC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$440,415
-$85,238 QoQ
Shares Held
10,776
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#59
of 208 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in YUMC Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026STEPHENS INC /AR/ holds $105,426,609 across 10 Restaurants names. YUMC ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRUS |
Kura Sushi USA, Inc.
|
1,102,847 | $63,479,873 | |
| 2 | MCD |
Mcdonalds Corp
|
85,155 | $23,018,248 | |
| 3 | DRI |
Darden Restaurants Inc
|
43,933 | $9,050,637 | |
| 4 | SBUX |
Starbucks Corp
|
55,500 | $5,671,545 | |
| 5 | YUM |
Yum Brands Inc
|
12,081 | $1,931,268 | |
| 6 | BROS |
Dutch Bros Inc.
|
9,226 | $662,519 | |
| 7 | DPZ |
Dominos Pizza Inc
|
1,564 | $463,006 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
13,032 | $443,088 |
All Filings in YUMC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,415 | 10,776 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $525,653 | 10,776 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $514,971 | 10,787 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $462,978 | 10,787 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $449,827 | 10,061 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $876,378 | 16,834 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $484,590 | 10,060 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $460,914 | 10,238 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $333,226 | 10,805 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $430,925 | 10,830 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $455,316 | 10,731 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $620,219 | 11,131 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $628,506 | 11,124 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $706,227 | 11,141 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $592,460 | 10,841 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $539,609 | 11,401 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $552,948 | 11,401 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $471,769 | 11,357 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $571,016 | 11,457 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $769,027 | 13,234 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $913,123 | 13,783 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $849,900 | 14,354 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $753,759 | 13,203 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $649,961 | 12,275 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $551,266 | 11,468 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $534,665 | 12,542 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||