Position in YUM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,570,624
+$43,655 QoQ
Shares Held
9,825
+0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#464
of 1,431 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Capital Investment Advisors, LLC holds $13,829,655 across 8 Restaurants names. YUM ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
33,148 | $8,960,235 | |
| 2 | SBUX |
Starbucks Corp
|
16,376 | $1,673,463 | |
| 3 | YUM |
Yum Brands Inc
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|
9,825 | $1,570,624 | |
| 4 | DPZ |
Dominos Pizza Inc
|
2,108 | $624,052 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
12,022 | $408,748 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
6,956 | $284,291 | |
| 7 | DRI |
Darden Restaurants Inc
|
979 | $201,683 | |
| 8 | WEN |
Wendy's Co
|
12,854 | $106,559 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,570,624 | 9,825 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,526,969 | 9,821 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,454,859 | 9,617 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,387,608 | 9,129 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,347,697 | 9,095 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,392,321 | 8,848 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,153,776 | 8,600 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,197,035 | 8,568 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,081,138 | 8,162 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,126,947 | 8,128 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,065,140 | 8,152 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,024,008 | 8,196 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,134,585 | 8,189 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $855,350 | 6,476 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $852,372 | 6,655 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $793,083 | 7,458 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $887,080 | 7,815 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $904,502 | 7,631 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,057,280 | 7,614 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $966,738 | 7,904 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $907,241 | 7,887 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $830,606 | 7,678 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $848,722 | 7,818 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $721,909 | 7,907 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $677,028 | 7,790 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $455,724 | 6,650 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||