Position in YUM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$875,872
+$51,674 QoQ
Shares Held
5,479
+3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#597
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, 2026Capital Analysts, LLC holds $11,189,790 across 8 Restaurants names. YUM ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
25,260 | $6,828,029 | |
| 2 | DRI |
Darden Restaurants Inc
|
13,215 | $2,722,421 | |
| 3 | YUM |
Yum Brands Inc
This page
|
5,479 | $875,872 | |
| 4 | SBUX |
Starbucks Corp
|
6,695 | $684,161 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
924 | $66,999 | |
| 6 | BROS |
Dutch Bros Inc.
|
72 | $5,170 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
127 | $4,318 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
69 | $2,820 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $875,872 | 5,479 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $824,198 | 5,301 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,294 | 35 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $687,344 | 4,522 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $501,589 | 3,385 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $532,663 | 3,385 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $168,773 | 1,258 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $172,262 | 1,233 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $151,401 | 1,143 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $163,745 | 1,181 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $144,247 | 1,104 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $86,332 | 691 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $81,190 | 586 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $80,304 | 608 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $73,389 | 573 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $63,165 | 594 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $68,900 | 607 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $71,591 | 604 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $109,976 | 792 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $71,428 | 584 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $63,496 | 552 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $102,662 | 949 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $59,382 | 547 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $351,048 | 3,845 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $73,525 | 846 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $57,770 | 843 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||