Position in YUM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$586,686
-$136,140 QoQ
Shares Held
3,670
-21.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#694
of 1,425 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $10,379,381 across 5 Restaurants names. YUM ranks #4 (5.7% of the industry book) .
All Filings in YUM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,686 | 3,670 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $722,826 | 4,649 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $694,526 | 4,591 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $700,720 | 4,610 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $687,999 | 4,643 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $722,754 | 4,593 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $634,845 | 4,732 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $539,979 | 3,865 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $448,112 | 3,383 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $523,403 | 3,775 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $335,404 | 2,567 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $310,975 | 2,489 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $343,188 | 2,477 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $209,346 | 1,585 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $199,292 | 1,556 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $230,013 | 2,163 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $372,993 | 3,286 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $202,041 | 1,455 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||