Position in YUM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$434,659
+$56,066 QoQ
Shares Held
2,719
+11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#793
of 1,431 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 56%
Shared 44%
None 0%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Venturi Wealth Management, LLC holds $3,964,572 across 4 Restaurants names. YUM ranks #4 (11.0% of the industry book) .
All Filings in YUM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,659 | 2,719 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $378,593 | 2,435 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $364,584 | 2,410 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $375,136 | 2,468 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $354,594 | 2,393 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $352,014 | 2,237 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $215,594 | 1,607 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $236,668 | 1,694 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $226,505 | 1,710 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $244,578 | 1,764 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $214,934 | 1,645 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $203,152 | 1,626 | Shares | Sole | 2023-11-02 | |
| 2023-03-31 | $218,195 | 1,652 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $227,597 | 1,777 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $211,808 | 1,866 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $244,527 | 2,063 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $276,330 | 1,990 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $254,527 | 2,081 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $276,186 | 2,401 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $356,776 | 3,298 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $128,317 | 1,182 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $336,988 | 3,691 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $207,453 | 2,387 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||