Position in YUM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$484,786
+$216,264 QoQ
Shares Held
3,118
+75.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $13,494,645 across 6 Restaurants names. YUM ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
31,907 | $9,916,376 | |
| 2 | DRI |
Darden Restaurants Inc
|
6,925 | $1,357,577 | |
| 3 | SBUX |
Starbucks Corp
|
11,741 | $1,051,876 | |
| 4 | BROS |
Dutch Bros Inc.
|
10,227 | $518,099 | |
| 5 | YUM |
Yum Brands Inc
This page
|
3,118 | $484,786 | |
| 6 | LOCO |
El Pollo Loco Holdings, Inc.
|
11,972 | $165,931 |
All Filings in YUM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $484,786 | 3,118 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $268,522 | 1,775 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $264,024 | 1,737 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $248,942 | 1,680 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $264,207 | 1,679 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $235,450 | 1,755 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $251,198 | 1,798 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $244,653 | 1,847 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $499,001 | 3,599 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $470,245 | 3,599 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $412,426 | 3,301 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $484,786 | 3,499 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $451,845 | 3,421 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $259,746 | 2,028 | Shares | Sole | 2023-02-13 | |
| 2021-09-30 | $350,173 | 2,863 | Shares | Sole | 2021-10-12 | |
| 2020-12-31 | $224,176 | 2,065 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $218,207 | 2,390 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $222,663 | 2,562 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||