Position in YUM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,112
+$1,338 QoQ
Shares Held
57
+14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,341
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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $60,248 across 10 Restaurants names. YUM ranks #4 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
52 | $14,056 | |
| 2 | SBUX |
Starbucks Corp
|
123 | $12,569 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
368 | $12,512 | |
| 4 | YUM |
Yum Brands Inc
This page
|
57 | $9,112 | |
| 5 | DRI |
Darden Restaurants Inc
|
42 | $8,652 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
25 | $1,812 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
27 | $1,103 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
1 | $193 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,112 | 57 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,774 | 50 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $7,261 | 48 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $7,296 | 48 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $4,593 | 31 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $6,609 | 42 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $11,135 | 83 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $12,015 | 86 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $11,391 | 86 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $11,923 | 86 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $11,236 | 86 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $10,744 | 86 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $11,915 | 86 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $11,358 | 86 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $11,014 | 86 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $9,145 | 86 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $9,761 | 86 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $10,193 | 86 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $18,884 | 136 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $18,224 | 149 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $17,139 | 149 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $16,118 | 149 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $15,306 | 141 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $12,873 | 141 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $12,254 | 141 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $9,320 | 136 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||