Position in YUM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$34,657,008
-$6,501,035 QoQ
Shares Held
216,796
-18.1% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#102
of 1,431 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $233,400,764 across 24 Restaurants names. YUM ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
299,919 | $81,071,104 | |
| 2 | SBUX |
Starbucks Corp
|
434,714 | $44,423,423 | |
| 3 | YUM |
Yum Brands Inc
This page
|
216,796 | $34,657,008 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
365,666 | $26,514,441 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
49,519 | $9,568,556 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
276,310 | $9,394,540 | |
| 7 | DRI |
Darden Restaurants Inc
|
40,450 | $8,333,104 | |
| 8 | DPZ |
Dominos Pizza Inc
|
18,587 | $5,502,495 |
All Filings in YUM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,657,008 | 216,796 | Shares | Sole | 2026-07-15 | |
| 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. | ||||||