Position in YUM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$535,211
+$61,153 QoQ
Shares Held
3,348
+9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#729
of 1,431 holders
Holding Since
Mar 2020
26 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, 2026Avior Wealth Management, LLC holds $6,409,745 across 5 Restaurants names. YUM ranks #4 (8.3% of the industry book) .
All Filings in YUM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,211 | 3,348 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $474,058 | 3,049 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $495,139 | 3,273 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $497,648 | 3,274 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $484,104 | 3,267 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $374,044 | 2,377 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $433,201 | 3,229 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $465,652 | 3,333 | Shares | Other | 2024-11-08 | |
| 2024-06-30 | $441,356 | 3,332 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $476,955 | 3,440 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $458,615 | 3,510 | Shares | Other | 2024-01-30 | |
| 2023-09-30 | $446,660 | 3,575 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $495,315 | 3,575 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $463,864 | 3,512 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $449,816 | 3,512 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $373,466 | 3,512 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $398,647 | 3,512 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $428,130 | 3,612 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $551,134 | 3,969 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $486,793 | 3,980 | Shares | Other | 2021-11-02 | |
| 2021-06-30 | $457,818 | 3,980 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $500,872 | 4,630 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $520,327 | 4,793 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $402,723 | 4,411 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $383,359 | 4,411 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $302,285 | 4,411 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||