Position in YUM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,170,814
-$78,623 QoQ
Shares Held
7,324
-8.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#536
of 1,431 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $27,016,890 across 10 Restaurants names. YUM ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
70,636 | $19,093,617 | |
| 2 | SBUX |
Starbucks Corp
|
42,622 | $4,355,542 | |
| 3 | YUM |
Yum Brands Inc
This page
|
7,324 | $1,170,814 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
17,564 | $597,176 | |
| 5 | DPZ |
Dominos Pizza Inc
|
1,336 | $395,509 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
1,953 | $377,378 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
4,115 | $298,378 | |
| 8 | BROS |
Dutch Bros Inc.
|
4,087 | $293,487 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,170,814 | 7,324 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,249,437 | 8,036 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,396,163 | 9,229 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,020,992 | 13,296 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,970,349 | 13,297 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,897,761 | 12,060 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,758,166 | 13,105 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,842,355 | 13,187 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,032,201 | 15,342 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $762,990 | 5,503 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $696,679 | 5,332 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $551,235 | 4,412 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $632,203 | 4,563 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $575,340 | 4,356 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $514,625 | 4,018 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $397,179 | 3,735 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $416,014 | 3,665 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $431,567 | 3,641 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $376,171 | 2,709 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $344,058 | 2,813 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $346,815 | 3,015 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $331,355 | 3,063 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $341,964 | 3,150 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $266,230 | 2,916 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $293,321 | 3,375 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $227,793 | 3,324 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||