Lido Advisors, LLC

Position in YUM — Yum Brands Inc

CIK 1650150 Los Angeles, CA

Back to YUM Full portfolio

Position in YUM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,983,306

+$615,657 QoQ

Shares Held

18,662

+22.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#346

of 1,425 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Common Shares in YUM Over Time

Shares Held

Position Value (USD)

Derivatives in YUM

reported options exposure · as of Sep 30, 2024

CallValue

CallShares

PutValue

$265,449

PutShares

1,900

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

Lido Advisors, LLC holds $85,461,050 across 12 Restaurants names. YUM ranks #4 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	108,180	$29,242,135
2	SBUX	Starbucks Corp	229,918	$23,495,319
3	DPZ	Dominos Pizza Inc	69,194	$20,484,191
4	YUM	Yum Brands Inc This page	18,662	$2,983,306
5	CMG	Chipotle Mexican Grill Inc	76,942	$2,616,028
6	EAT	Brinker International, Inc	12,148	$2,040,864
7	DRI	Darden Restaurants Inc	8,607	$1,773,128
8	TXRH	Texas Roadhouse, Inc.	7,469	$1,443,234

All Filings in YUM

Export CSV

43 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,983,306	18,662	+22.6%	Shares	Defined	2026-08-07
2026-03-31	$2,367,649	15,228	-28.7%	Shares	Defined	2026-05-13
2025-12-31	$3,229,978	21,351	+0.5%	Shares	Defined	2026-02-10
2025-09-30	$3,228,936	21,243	-4.9%	Shares	Defined	2025-11-14
2025-06-30	$3,309,303	22,333	-10.2%	Shares	Defined	2025-08-13
2025-03-31	$3,913,857	24,872	+28.1%	Shares	Sole	2025-05-15
2024-12-31	$2,604,984	19,417	+20.6%	Shares	Defined	2025-02-14
2024-09-30	$2,249,888	16,104	+43.1%	Shares	Sole	2024-11-14
2024-09-30	$265,449	1,900	0.0%	Put	Sole	2024-11-14
2024-06-30	$1,490,174	11,250	+46.5%	Shares	Defined	2024-08-15
2024-06-30	$251,674	1,900	0.0%	Put	Sole	2024-08-15
2024-03-31	$263,435	1,900	0.0%	Put	Sole	2024-05-15
2024-03-31	$1,064,415	7,677	+16.0%	Shares	Sole	2024-05-15
2023-12-31	$248,254	1,900	0.0%	Put	Sole	2024-02-14
2023-12-31	$864,706	6,618	+15.1%	Shares	Sole	2024-02-14
2023-09-30	$718,404	5,750	+4.6%	Shares	Defined	2023-11-14
2023-09-30	$237,386	1,900	0.0%	Put	Sole	2023-11-14
2023-06-30	$263,245	1,900	0.0%	Put	Sole	2023-08-09
2023-06-30	$761,747	5,498	+19.0%	Shares	Sole	2023-08-09
2023-03-31	$610,077	4,619	+6.7%	Shares	Defined	2023-05-15
2023-03-31	$250,952	1,900	0.0%	Put	Sole	2023-05-15
2022-12-31	$243,352	1,900	0.0%	Put	Sole	2023-02-14
2022-12-31	$554,458	4,329	+5.5%	Shares	Sole	2023-02-14
2022-09-30	$436,206	4,102	+19.5%	Shares	Sole	2022-11-14
2022-09-30	$202,046	1,900	0.0%	Put	Sole	2022-11-14
2022-06-30	$215,669	1,900	0.0%	Put	Sole	2022-08-15
2022-06-30	$389,679	3,433	+3.1%	Shares	Sole	2022-08-15
2022-03-31	$394,704	3,330	-41.8%	Shares	Sole	2022-05-17
2022-03-31	$225,207	1,900	-57.8%	Put	Sole	2022-05-17
2021-12-31	$624,870	4,500	0.0%	Put	Sole	2022-02-15
2021-12-31	$794,973	5,725	-0.1%	Shares	Sole	2022-02-15
2021-09-30	$550,395	4,500	0.0%	Put	Sole	2022-02-15
2021-09-30	$700,836	5,730	+1.8%	Shares	Sole	2022-02-15
2021-06-30	$647,158	5,626	-15.9%	Shares	Sole	2021-08-12
2021-06-30	$517,635	4,500	+21.6%	Put	Sole	2021-08-12
2021-03-31	$400,266	3,700	0.0%	Put	Sole	2021-11-12
2021-03-31	$723,291	6,686	+42.0%	Shares	Sole	2021-05-13
2020-12-31	$510,991	4,707	+1.0%	Shares	Sole	2021-02-08
2020-12-31	$401,672	3,700	0.0%	Put	Sole	2021-11-12
2020-09-30	$337,810	3,700	0.0%	Put	Sole	2021-11-12
2020-09-30	$425,366	4,659	+0.4%	Shares	Sole	2020-11-12
2020-06-30	$321,567	3,700	—	Put	Sole	2021-11-12
2020-06-30	$403,175	4,639	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.