Position in YUM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$781,395
-$80,586 QoQ
Shares Held
4,888
-11.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#626
of 1,431 holders
Holding Since
Dec 2021
19 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, 2026Modera Wealth Management, LLC holds $23,973,477 across 5 Restaurants names. YUM ranks #3 (3.3% of the industry book) .
All Filings in YUM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $781,395 | 4,888 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $861,981 | 5,544 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $749,138 | 4,952 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $752,552 | 4,951 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $717,191 | 4,840 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $758,947 | 4,823 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $633,906 | 4,725 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $622,966 | 4,459 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $590,639 | 4,459 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $617,963 | 4,457 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $582,612 | 4,459 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $557,107 | 4,459 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $624,029 | 4,504 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $553,811 | 4,193 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $495,797 | 3,871 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $411,642 | 3,871 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $524,529 | 4,621 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $548,556 | 4,628 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $721,516 | 5,196 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||