Position in YUM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,657,731
-$48,332 QoQ
Shares Held
10,370
-5.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#452
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, 2026AE Wealth Management LLC holds $110,618,949 across 10 Restaurants names. YUM ranks #3 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
357,206 | $96,556,313 | |
| 2 | SBUX |
Starbucks Corp
|
76,218 | $7,788,688 | |
| 3 | YUM |
Yum Brands Inc
This page
|
10,370 | $1,657,731 | |
| 4 | DRI |
Darden Restaurants Inc
|
5,044 | $1,039,111 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
12,945 | $938,637 | |
| 6 | CAVA |
Cava Group, Inc.
|
9,292 | $729,220 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
20,315 | $690,710 | |
| 8 | EAT |
Brinker International, Inc
|
3,713 | $623,784 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,657,731 | 10,370 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,706,063 | 10,973 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,623,216 | 10,730 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $24,765,056 | 162,928 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $23,026,852 | 155,398 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $23,130,646 | 146,992 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $19,766,852 | 147,338 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $24,581,827 | 175,949 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $17,411,593 | 131,448 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $16,476,880 | 118,838 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $14,283,359 | 109,317 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,945,868 | 87,609 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $10,432,537 | 75,298 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,741,606 | 13,186 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,691,040 | 13,203 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,521,938 | 14,312 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,595,496 | 14,056 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,664,872 | 14,046 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,485,385 | 10,697 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,264,930 | 10,342 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,065,177 | 9,260 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $923,857 | 8,540 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $797,047 | 7,342 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $630,061 | 6,901 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,237,859 | 14,243 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $386,851 | 5,645 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||