Position in YUM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,299,182
+$218,596 QoQ
Shares Held
8,127
+16.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#508
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, 2026IFP Advisors, Inc holds $16,835,298 across 26 Restaurants names. YUM ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
32,263 | $8,721,011 | |
| 2 | SBUX |
Starbucks Corp
|
23,885 | $2,440,808 | |
| 3 | YUM |
Yum Brands Inc
This page
|
8,127 | $1,299,182 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
32,686 | $1,111,324 | |
| 5 | DRI |
Darden Restaurants Inc
|
5,001 | $1,030,256 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
3,659 | $707,028 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
8,389 | $342,858 | |
| 8 | BROS |
Dutch Bros Inc.
|
4,146 | $297,724 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,299,182 | 8,127 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,080,586 | 6,950 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,078,323 | 7,128 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,626,096 | 10,698 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $661,623 | 4,465 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,964,639 | 12,485 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $607,208 | 4,526 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $554,788 | 3,971 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $553,947 | 4,182 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $500,803 | 3,612 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $521,594 | 3,992 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $503,258 | 4,028 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $436,571 | 3,151 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $247,121 | 1,871 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $265 | 3,189 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $363,470 | 3,418 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $366,069 | 3,225 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $253,772 | 2,141 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $271,332 | 1,954 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $238,993 | 1,954 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,176,986 | 10,232 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,099,649 | 10,165 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,211,746 | 11,162 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $231,719 | 2,538 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $245,086 | 2,820 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $188,800 | 2,755 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||