Position in YUM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$979,213
+$253,372 QoQ
Shares Held
6,298
+31.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 66.68783740870118.ToString("F0")%
Shared 0.ToString("F0")%
None 33.31216259129883.ToString("F0")%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Aptus Capital Advisors, LLC holds $53,385,198 across 7 Restaurants names. YUM ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
86,935 | $27,018,528 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
97,451 | $16,093,058 | |
| 3 | SBUX |
Starbucks Corp
|
62,181 | $5,570,795 | |
| 4 | DRI |
Darden Restaurants Inc
|
14,878 | $2,916,683 | |
| 5 | YUM |
Yum Brands Inc
This page
|
6,298 | $979,213 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
17,934 | $574,067 | |
| 7 | DPZ |
Dominos Pizza Inc
|
649 | $232,854 |
All Filings in YUM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||