Position in YUM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,008,001
+$864,291 QoQ
Shares Held
12,561
+70.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#414
of 1,425 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $41,433,044 across 9 Restaurants names. YUM ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
65,692 | $17,757,204 | |
| 2 | SBUX |
Starbucks Corp
|
103,675 | $10,594,548 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
128,521 | $4,369,714 | |
| 4 | DPZ |
Dominos Pizza Inc
|
8,838 | $2,616,401 | |
| 5 | BROS |
Dutch Bros Inc.
|
31,460 | $2,259,142 | |
| 6 | YUM |
Yum Brands Inc
This page
|
12,561 | $2,008,001 | |
| 7 | DRI |
Darden Restaurants Inc
|
4,171 | $859,267 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
8,705 | $631,199 |
All Filings in YUM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,008,001 | 12,561 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,143,710 | 7,356 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,087,400 | 7,188 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,115,832 | 7,341 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,176,697 | 7,941 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,349,047 | 8,573 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $815,156 | 6,076 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $730,823 | 5,231 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,656,279 | 12,504 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,708,168 | 12,320 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,681,071 | 12,866 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,540,885 | 12,333 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,527,513 | 11,025 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,605,036 | 12,152 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,501,994 | 11,727 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,154,320 | 10,855 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,235,783 | 10,887 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,237,216 | 10,438 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $1,341,248 | 9,659 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $1,186,040 | 9,697 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $1,351,257 | 11,747 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $1,271,655 | 11,755 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $1,226,728 | 11,300 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $1,034,155 | 11,327 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||