Position in YUM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,318,525
+$5,030 QoQ
Shares Held
8,248
-2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#502
of 1,425 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $2,798,791 across 6 Restaurants names. YUM ranks #1 (47.1% of the industry book) .
All Filings in YUM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,318,525 | 8,248 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,313,495 | 8,448 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,290,115 | 8,528 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,369,976 | 9,013 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,335,546 | 9,013 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,423,793 | 9,048 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,280,423 | 9,544 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,359,937 | 9,734 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,286,054 | 9,709 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,351,560 | 9,748 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,279,814 | 9,795 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,223,412 | 9,792 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,356,681 | 9,792 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,293,987 | 9,797 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,255,824 | 9,805 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,042,663 | 9,805 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,106,722 | 9,750 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,162,779 | 9,810 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $368,673 | 2,655 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $323,754 | 2,647 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $304,484 | 2,647 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $286,352 | 2,647 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $303,642 | 2,797 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $310,602 | 3,402 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $268,030 | 3,084 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $219,912 | 3,209 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||