Position in YUM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$469,348
+$15,658 QoQ
Shares Held
2,936
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#770
of 1,431 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $1,356,798 across 8 Restaurants names. YUM ranks #2 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
2,901 | $784,169 | |
| 2 | YUM |
Yum Brands Inc
This page
|
2,936 | $469,348 | |
| 3 | YUMC |
Yum China Holdings, Inc.
|
1,512 | $61,795 | |
| 4 | SBUX |
Starbucks Corp
|
336 | $34,335 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
85 | $2,890 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
38 | $2,755 | |
| 7 | DPZ |
Dominos Pizza Inc
|
3 | $888 | |
| 8 | DRI |
Darden Restaurants Inc
|
3 | $618 |
All Filings in YUM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,348 | 2,936 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $453,690 | 2,918 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $441,435 | 2,918 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $443,536 | 2,918 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $432,389 | 2,918 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $459,176 | 2,918 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $499,477 | 3,723 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $590,693 | 4,228 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $200,809 | 1,516 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $210,193 | 1,516 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $198,080 | 1,516 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $189,409 | 1,516 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $138,550 | 1,000 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $132,080 | 1,000 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $128,080 | 1,000 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $319,020 | 3,000 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $340,530 | 3,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $502,567 | 4,240 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $570,853 | 4,111 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||