Position in YUM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$79,930
+$1,724 QoQ
Shares Held
500
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,180
of 1,431 holders
Holding Since
Dec 2023
11 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, 2026Clearstead Trust, LLC holds $4,201,045 across 11 Restaurants names. YUM ranks #3 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
13,370 | $3,614,044 | |
| 2 | SBUX |
Starbucks Corp
|
3,927 | $401,300 | |
| 3 | YUM |
Yum Brands Inc
This page
|
500 | $79,930 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
2,000 | $68,000 | |
| 5 | DPZ |
Dominos Pizza Inc
|
39 | $11,545 | |
| 6 | WEN |
Wendy's Co
|
1,054 | $8,737 | |
| 7 | DRI |
Darden Restaurants Inc
|
28 | $5,768 | |
| 8 | CAVA |
Cava Group, Inc.
|
58 | $4,551 |
All Filings in YUM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,930 | 500 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $78,206 | 503 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $77,304 | 511 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $71,592 | 471 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $69,348 | 468 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $74,273 | 472 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $60,372 | 450 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $62,869 | 450 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $59,607 | 450 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $62,392 | 450 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $390,412 | 2,988 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||