Position in YUM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,590,691
+$350,536 QoQ
Shares Held
16,206
+12.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#368
of 1,431 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Waverly Advisors, LLC holds $84,780,725 across 11 Restaurants names. YUM ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
169,676 | $45,865,119 | |
| 2 | SBUX |
Starbucks Corp
|
240,127 | $24,538,578 | |
| 3 | DPZ |
Dominos Pizza Inc
|
17,793 | $5,267,439 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
47,553 | $3,448,068 | |
| 5 | YUM |
Yum Brands Inc
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|
16,206 | $2,590,691 | |
| 6 | DRI |
Darden Restaurants Inc
|
4,761 | $980,813 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
24,362 | $828,308 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
4,053 | $783,161 |
All Filings in YUM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,590,691 | 16,206 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,240,155 | 14,408 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,673,308 | 11,061 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $874,000 | 5,750 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $874,706 | 5,903 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $926,063 | 5,885 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $685,825 | 5,112 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $801,097 | 5,734 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $540,966 | 4,084 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $456,851 | 3,295 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $465,410 | 3,562 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $442,537 | 3,542 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||