Position in YUM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,026,940
+$47,727 QoQ
Shares Held
6,424
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#561
of 1,431 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $54,559,043 across 7 Restaurants names. YUM ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
89,087 | $24,081,106 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
97,884 | $18,914,125 | |
| 3 | SBUX |
Starbucks Corp
|
63,301 | $6,468,729 | |
| 4 | DRI |
Darden Restaurants Inc
|
15,821 | $3,259,284 | |
| 5 | YUM |
Yum Brands Inc
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|
6,424 | $1,026,940 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
17,904 | $608,736 | |
| 7 | DPZ |
Dominos Pizza Inc
|
676 | $200,123 |
All Filings in YUM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,026,940 | 6,424 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $979,213 | 6,298 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $725,841 | 4,798 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $821,560 | 5,405 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $477,584 | 3,223 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $535,968 | 3,406 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $433,068 | 3,228 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $355,422 | 2,544 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $243,196 | 1,836 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $286,173 | 2,064 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||