Position in YUM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$532,014
+$193,690 QoQ
Shares Held
3,328
+52.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#728
of 1,425 holders
Holding Since
Sep 2021
9 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, 2026MISSION WEALTH MANAGEMENT, LP holds $12,748,826 across 7 Restaurants names. YUM ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
25,947 | $7,013,733 | |
| 2 | SBUX |
Starbucks Corp
|
34,723 | $3,548,343 | |
| 3 | DPZ |
Dominos Pizza Inc
|
1,808 | $535,240 | |
| 4 | YUM |
Yum Brands Inc
This page
|
3,328 | $532,014 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
2,431 | $469,742 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
10,252 | $348,568 | |
| 7 | DRI |
Darden Restaurants Inc
|
1,462 | $301,186 |
All Filings in YUM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,014 | 3,328 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $338,324 | 2,176 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $303,013 | 2,003 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $240,464 | 1,582 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $233,087 | 1,573 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $249,415 | 1,585 | Shares | Sole | 2025-04-17 | |
| 2022-03-31 | $214,539 | 1,810 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $244,393 | 1,760 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $208,293 | 1,703 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||