Position in YUM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$197,906
+$6,200 QoQ
Shares Held
1,238
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,118
of 1,431 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $14,316,422 across 10 Restaurants names. YUM ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXRH |
Texas Roadhouse, Inc.
|
49,189 | $9,504,790 | |
| 2 | DPZ |
Dominos Pizza Inc
|
10,458 | $3,095,985 | |
| 3 | MCD |
Mcdonalds Corp
|
2,870 | $775,789 | |
| 4 | SBUX |
Starbucks Corp
|
5,321 | $543,752 | |
| 5 | YUM |
Yum Brands Inc
This page
|
1,238 | $197,906 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
5,000 | $170,000 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
509 | $20,802 | |
| 8 | WING |
Wingstop Inc.
|
41 | $7,109 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,906 | 1,238 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $191,706 | 1,233 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $221,927 | 1,467 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $222,224 | 1,462 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $215,898 | 1,457 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $228,486 | 1,452 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $409,590 | 3,053 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $425,836 | 3,048 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $387,577 | 2,926 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $404,996 | 2,921 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $381,004 | 2,916 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $378,318 | 3,028 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $418,836 | 3,023 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $398,749 | 3,019 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $404,220 | 3,156 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $335,077 | 3,151 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $356,421 | 3,140 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $358,434 | 3,024 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $413,663 | 2,979 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $317,027 | 2,592 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $297,697 | 2,588 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $279,537 | 2,584 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $279,976 | 2,579 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $244,227 | 2,675 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $223,358 | 2,570 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||