Perigon Wealth Management, LLC

Position in YUM — Yum Brands Inc

CIK 1575239 SAN FRANCISCO, CA

Position in YUM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,477,266

+$41,720 QoQ

Shares Held

9,241

+0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#475

of 1,431 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Consumer Cyclical · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $23,178,704 across 10 Restaurants names. YUM ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	63,589	$17,188,742
2	SBUX	Starbucks Corp	27,510	$2,811,246
3	YUM	Yum Brands Inc This page	9,241	$1,477,266
4	CMG	Chipotle Mexican Grill Inc	12,171	$413,814
5	DRI	Darden Restaurants Inc	1,628	$335,384
6	YUMC	Yum China Holdings, Inc.	7,329	$299,536
7	CAVA	Cava Group, Inc.	2,874	$225,551
8	WING	Wingstop Inc.	1,230	$213,294

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,477,266	9,241	+0.1%	Shares	Sole	2026-08-07
2026-03-31	$1,435,546	9,233	+1.7%	Shares	Sole	2026-04-10
2025-12-31	$1,373,017	9,076	+0.3%	Shares	Sole	2026-01-16
2025-09-30	$1,375,144	9,047	-22.7%	Shares	Sole	2025-10-17
2025-06-30	$1,733,706	11,700	+1.2%	Shares	Sole	2025-07-16
2025-03-31	$1,819,868	11,565	+1.3%	Shares	Sole	2025-04-23
2024-12-31	$1,531,168	11,413	+6.1%	Shares	Sole	2025-01-22
2024-09-30	$1,502,301	10,753	+34.4%	Shares	Sole	2024-10-16
2023-12-31	$1,045,671	8,003	+1.0%	Shares	Sole	2024-01-29
2023-09-30	$989,774	7,922	+1.0%	Shares	Sole	2023-10-30
2023-06-30	$1,087,063	7,846	+337.1%	Shares	Sole	2023-08-02
2023-03-31	$237,083	1,795	+0.4%	Shares	Sole	2023-05-03
2022-12-31	$229,007	1,788	+217.6%	Shares	Sole	2023-05-01
2020-12-31	$61,119	563	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.