Position in YUM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,288,951
+$508,908 QoQ
Shares Held
8,063
+60.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#510
of 1,435 holders
Holding Since
Mar 2020
17 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, 2026Wealthspire Advisors, LLC holds $51,138,780 across 7 Restaurants names. YUM ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAVA |
Cava Group, Inc.
|
383,523 | $30,098,885 | |
| 2 | SBUX |
Starbucks Corp
|
69,864 | $7,139,402 | |
| 3 | MCD |
Mcdonalds Corp
|
25,099 | $6,784,510 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
156,582 | $5,323,788 | |
| 5 | YUM |
Yum Brands Inc
This page
|
8,063 | $1,288,951 | |
| 6 | SG |
Sweetgreen, Inc.
|
29,914 | $263,542 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
5,865 | $239,702 |
All Filings in YUM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,288,951 | 8,063 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $780,043 | 5,017 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $866,985 | 5,731 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,518,176 | 9,988 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $712,449 | 4,808 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $679,008 | 4,315 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $617,806 | 4,605 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $727,330 | 5,206 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $641,371 | 4,842 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $673,561 | 4,858 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $712,097 | 5,450 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $647,439 | 5,182 | Shares | Sole | 2023-11-06 | |
| 2022-12-31 | $267,046 | 2,085 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $258,418 | 1,861 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $451,759 | 4,176 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $386,799 | 3,563 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $248,215 | 3,622 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||