Position in YUM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$984,417
-$1,326 QoQ
Shares Held
6,158
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#568
of 1,425 holders
Holding Since
Mar 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, 2026Prospera Financial Services Inc holds $25,452,004 across 7 Restaurants names. YUM ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
66,075 | $17,860,733 | |
| 2 | SBUX |
Starbucks Corp
|
42,847 | $4,378,534 | |
| 3 | BROS |
Dutch Bros Inc.
|
15,776 | $1,132,874 | |
| 4 | YUM |
Yum Brands Inc
This page
|
6,158 | $984,417 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
8,186 | $593,566 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
12,170 | $413,780 | |
| 7 | SG |
Sweetgreen, Inc.
|
10,000 | $88,100 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $984,417 | 6,158 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $985,743 | 6,340 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $969,553 | 6,409 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $980,400 | 6,450 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,066,155 | 7,195 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,097,113 | 6,972 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $930,399 | 6,935 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $993,617 | 7,112 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $908,543 | 6,859 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $913,148 | 6,586 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $749,596 | 5,737 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $576,223 | 4,612 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $622,366 | 4,492 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $491,865 | 3,724 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $481,196 | 3,757 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $105,791 | 932 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $207,308 | 1,749 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $470,318 | 3,387 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $311,645 | 2,548 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $266,639 | 2,318 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $271,099 | 2,506 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $280,193 | 2,581 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $535,200 | 5,862 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $498,515 | 5,736 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $374,447 | 5,464 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||