Position in YUM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,298,391
-$195,244 QoQ
Shares Held
20,633
-8.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#326
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, 2026Sequoia Financial Advisors, LLC holds $52,972,531 across 14 Restaurants names. YUM ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
144,126 | $38,958,699 | |
| 2 | SBUX |
Starbucks Corp
|
36,695 | $3,749,862 | |
| 3 | YUM |
Yum Brands Inc
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|
20,633 | $3,298,391 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
50,929 | $1,731,586 | |
| 5 | DRI |
Darden Restaurants Inc
|
5,572 | $1,147,887 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
26,415 | $1,079,581 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
3,964 | $765,963 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
8,657 | $627,719 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,298,391 | 20,633 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,493,635 | 22,470 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,280,052 | 21,682 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,615,160 | 17,205 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,539,805 | 17,140 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,175,029 | 13,822 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,822,161 | 13,582 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,860,238 | 13,315 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,798,806 | 13,580 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,804,668 | 13,016 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,163,076 | 16,555 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,544,758 | 12,364 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,699,454 | 12,266 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,590,771 | 12,044 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,389,155 | 10,846 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $241,391 | 2,270 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $254,375 | 2,241 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,160,645 | 9,792 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,283,760 | 9,245 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $937,016 | 7,661 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,043,897 | 9,075 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $958,907 | 8,864 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $960,973 | 8,852 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $803,805 | 8,804 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $762,982 | 8,779 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $603,406 | 8,805 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||