Position in YUM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,195,592
+$52,348 QoQ
Shares Held
7,479
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#531
of 1,431 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, 2026Forvis Mazars Wealth Advisors, LLC holds $8,583,479 across 5 Restaurants names. YUM ranks #3 (13.9% 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 | $1,195,592 | 7,479 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,143,244 | 7,353 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,097,838 | 7,257 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,103,064 | 7,257 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,086,159 | 7,330 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,153,448 | 7,330 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $988,759 | 7,370 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,029,662 | 7,370 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $955,831 | 7,216 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,000,498 | 7,216 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $955,908 | 7,316 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $856,588 | 6,856 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $951,145 | 6,865 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $908,182 | 6,876 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $880,550 | 6,875 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $731,087 | 6,875 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $791,732 | 6,975 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $798,536 | 6,737 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $912,449 | 6,571 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $791,468 | 6,471 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $747,925 | 6,502 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $725,022 | 6,702 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $835,260 | 7,694 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $711,227 | 7,790 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $677,724 | 7,798 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $517,675 | 7,554 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||