Position in YUM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,376,713
+$162,104 QoQ
Shares Held
8,612
+10.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#492
of 1,425 holders
Holding Since
Mar 2020
25 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, 2026Independent Advisor Alliance holds $17,604,623 across 7 Restaurants names. YUM ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
39,612 | $10,707,519 | |
| 2 | SBUX |
Starbucks Corp
|
21,643 | $2,211,697 | |
| 3 | YUM |
Yum Brands Inc
This page
|
8,612 | $1,376,713 | |
| 4 | BROS |
Dutch Bros Inc.
|
15,453 | $1,109,678 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
26,663 | $906,542 | |
| 6 | EAT |
Brinker International, Inc
|
4,895 | $822,360 | |
| 7 | DRI |
Darden Restaurants Inc
|
2,282 | $470,114 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,376,713 | 8,612 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,214,609 | 7,812 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,181,345 | 7,809 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,200,648 | 7,899 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,300,131 | 8,774 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,198,925 | 7,619 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $963,268 | 7,180 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $978,528 | 7,004 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $931,193 | 7,030 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $900,809 | 6,497 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,113,353 | 8,521 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,080,606 | 8,649 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,181,415 | 8,527 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,158,473 | 8,771 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $947,914 | 8,914 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,281,868 | 11,293 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,338,203 | 11,290 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,587,169 | 11,430 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,413,047 | 11,553 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,164,218 | 10,121 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,134,700 | 10,489 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,138,468 | 10,487 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $814,304 | 8,919 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $847,285 | 9,749 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $701,130 | 10,231 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||