Position in YUM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,091,608
+$457,047 QoQ
Shares Held
13,084
+24.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#404
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, 2026Stratos Wealth Partners, LTD. holds $35,443,784 across 11 Restaurants names. YUM ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
73,839 | $19,959,420 | |
| 2 | SBUX |
Starbucks Corp
|
72,885 | $7,448,118 | |
| 3 | EAT |
Brinker International, Inc
|
13,734 | $2,307,312 | |
| 4 | YUM |
Yum Brands Inc
This page
|
13,084 | $2,091,608 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
33,797 | $1,149,098 | |
| 6 | BROS |
Dutch Bros Inc.
|
11,150 | $800,681 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
8,390 | $608,358 | |
| 8 | DRI |
Darden Restaurants Inc
|
2,141 | $441,067 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,091,608 | 13,084 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,634,561 | 10,513 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,184,976 | 7,833 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,288,808 | 8,479 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,246,786 | 8,414 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,226,463 | 7,794 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,141,835 | 8,511 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,296,927 | 9,283 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,596,672 | 12,054 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,828,793 | 13,190 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,570,663 | 12,021 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,428,314 | 11,432 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $805,114 | 5,811 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $872,520 | 6,606 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $829,318 | 6,475 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $715,349 | 6,727 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $849,735 | 7,486 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $892,649 | 7,531 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,015,344 | 7,312 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $882,955 | 7,219 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $826,260 | 7,183 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $774,785 | 7,162 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $813,331 | 7,492 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $850,368 | 9,314 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $816,606 | 9,396 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $641,029 | 9,354 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||