Position in YUM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,369,125
+$134,878 QoQ
Shares Held
14,820
+3.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#390
of 1,431 holders
Holding Since
Mar 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, 2026EP Wealth Advisors, LLC holds $88,784,929 across 6 Restaurants names. YUM ranks #3 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
282,614 | $76,393,390 | |
| 2 | SBUX |
Starbucks Corp
|
75,211 | $7,685,812 | |
| 3 | YUM |
Yum Brands Inc
This page
|
14,820 | $2,369,125 | |
| 4 | DRI |
Darden Restaurants Inc
|
5,168 | $1,064,659 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
27,897 | $948,498 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
7,914 | $323,445 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,369,125 | 14,820 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,234,247 | 14,370 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,376,608 | 15,710 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $2,340,058 | 15,792 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,222,552 | 14,124 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,899,303 | 14,157 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,917,799 | 13,727 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,796,554 | 13,563 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,900,614 | 13,708 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,712,429 | 13,106 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,656,704 | 13,260 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $1,423,739 | 10,276 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $202,494 | 10,834 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,560,782 | 12,186 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $1,254,386 | 11,796 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $1,288,906 | 11,355 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,350,649 | 11,395 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,828,508 | 13,168 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,514,442 | 12,382 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $865,830 | 7,527 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $752,716 | 6,958 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $754,492 | 6,950 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $647,590 | 7,093 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $616,452 | 7,093 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $486,837 | 7,104 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||