Position in YUM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$202,063
+$5,692 QoQ
Shares Held
1,264
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,112
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, 2026Plante Moran Financial Advisors, LLC holds $707,910 across 15 Restaurants names. YUM ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,275 | $344,645 | |
| 2 | YUM |
Yum Brands Inc
This page
|
1,264 | $202,063 | |
| 3 | SBUX |
Starbucks Corp
|
524 | $53,547 | |
| 4 | DRI |
Darden Restaurants Inc
|
254 | $52,326 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
1,001 | $40,910 | |
| 6 | CAVA |
Cava Group, Inc.
|
129 | $10,123 | |
| 7 | EAT |
Brinker International, Inc
|
9 | $1,512 | |
| 8 | WEN |
Wendy's Co
|
63 | $522 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,063 | 1,264 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $196,371 | 1,263 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $639,914 | 4,230 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $658,160 | 4,330 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $641,619 | 4,330 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $214,481 | 1,363 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $182,860 | 1,363 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $190,424 | 1,363 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $180,542 | 1,363 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $188,979 | 1,363 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $19,234,197 | 147,208 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $18,392,167 | 147,208 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $20,395,668 | 147,208 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $19,443,232 | 147,208 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $18,859,651 | 147,249 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $15,656,438 | 147,230 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $16,715,482 | 147,260 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $17,451,171 | 147,230 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $31,623,143 | 227,734 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $19,291,956 | 157,730 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $19,046,782 | 165,581 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $19,044,980 | 176,049 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $19,385,124 | 178,566 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $17,586,571 | 192,624 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $17,530,876 | 201,713 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $14,128,076 | 206,159 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||