Position in YUM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,160,995
-$23,593 QoQ
Shares Held
26,029
-3.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#296
of 1,431 holders
Holding Since
Jun 2020
25 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, 2026Atria Investments, Inc holds $45,290,631 across 15 Restaurants names. YUM ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
64,048 | $17,312,814 | |
| 2 | SBUX |
Starbucks Corp
|
107,953 | $11,031,717 | |
| 3 | DRI |
Darden Restaurants Inc
|
21,004 | $4,327,034 | |
| 4 | YUM |
Yum Brands Inc
This page
|
26,029 | $4,160,995 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
29,098 | $2,109,895 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
35,350 | $1,201,900 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
26,929 | $1,100,588 | |
| 8 | EAT |
Brinker International, Inc
|
5,726 | $961,968 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,160,995 | 26,029 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,184,588 | 26,914 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,057,934 | 26,824 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,158,264 | 27,357 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,052,574 | 27,349 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,232,984 | 26,900 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,345,547 | 24,937 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,471,094 | 24,845 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,641,987 | 27,495 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,229,379 | 30,504 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $3,514,231 | 26,896 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,587,527 | 28,714 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,670,466 | 26,492 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,705,504 | 28,055 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,467,894 | 27,076 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,608,201 | 24,527 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,741,947 | 24,156 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,841,045 | 23,969 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,286,816 | 23,670 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,782,185 | 22,747 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,578,282 | 22,414 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,343,936 | 21,667 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,302,774 | 21,212 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,944,050 | 21,293 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,912,628 | 22,007 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||