Position in YUM
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$41,158,043
+$5,601,495 QoQ
Shares Held
264,716
+12.6% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 2.414663261759773.ToString("F0")%
Shared 0.ToString("F0")%
None 97.58533673824023.ToString("F0")%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $231,452,865 across 20 Restaurants names. YUM ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
253,086 | $78,656,597 | |
| 2 | YUM |
Yum Brands Inc
This page
|
264,716 | $41,158,043 | |
| 3 | SBUX |
Starbucks Corp
|
439,705 | $39,393,170 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
294,561 | $21,768,057 | |
| 5 | DRI |
Darden Restaurants Inc
|
78,465 | $15,382,278 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
383,858 | $12,287,294 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
48,436 | $7,998,721 | |
| 8 | DPZ |
Dominos Pizza Inc
|
14,221 | $5,102,352 |
All Filings in YUM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,158,043 | 264,716 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $35,556,548 | 235,038 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $19,398,696 | 127,623 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $21,864,996 | 147,557 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $24,656,738 | 156,690 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $8,362,863 | 62,335 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $6,742,125 | 48,258 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,729,895 | 50,807 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,960,979 | 42,993 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,613,212 | 35,307 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $8,113,103 | 64,936 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,512,019 | 32,566 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,919,165 | 44,815 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,359,172 | 49,650 | Shares | Sole | 2023-02-01 | |
| 2021-06-30 | $1,199,072 | 10,424 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||