Position in YUM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,352,095
-$38,319 QoQ
Shares Held
8,458
-8.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#495
of 1,425 holders
Holding Since
Sep 2020
23 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, 2026J.W. COLE ADVISORS, INC. holds $18,326,466 across 6 Restaurants names. YUM ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
36,770 | $9,939,298 | |
| 2 | DRI |
Darden Restaurants Inc
|
16,005 | $3,297,190 | |
| 3 | SBUX |
Starbucks Corp
|
29,261 | $2,990,181 | |
| 4 | YUM |
Yum Brands Inc
This page
|
8,458 | $1,352,095 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
14,014 | $476,476 | |
| 6 | BROS |
Dutch Bros Inc.
|
3,777 | $271,226 |
All Filings in YUM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,352,095 | 8,458 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $1,390,414 | 9,191 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,432,600 | 9,425 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,546,999 | 10,440 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,400,818 | 8,902 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $488,074 | 3,638 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $526,986 | 3,772 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $416,984 | 3,148 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $303,227 | 2,187 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $285,753 | 2,187 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $286,987 | 2,297 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $325,592 | 2,350 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $542,188 | 4,105 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $962,008 | 7,511 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $372,721 | 3,505 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $357,783 | 3,152 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $293,006 | 2,472 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $392,557 | 2,827 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $302,839 | 2,476 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $290,220 | 2,523 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $286,785 | 2,651 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $279,107 | 2,571 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $812,478 | 8,899 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||