Position in YUM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$240,903
-$58,549 QoQ
Shares Held
1,507
-21.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#249
of 393 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $4,160,874 across 34 Restaurants names. YUM ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
4,683 | $1,265,857 | |
| 2 | SBUX |
Starbucks Corp
|
5,255 | $537,002 | |
| 3 | TXRH |
Texas Roadhouse, Inc.
|
2,279 | $440,367 | |
| 4 | EAT |
Brinker International, Inc
|
1,982 | $332,976 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
9,766 | $332,044 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,369 | $282,023 | |
| 7 | YUM |
Yum Brands Inc
This page
|
1,507 | $240,903 | |
| 8 | DPZ |
Dominos Pizza Inc
|
431 | $127,589 |
All Filings in YUM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,903 | 1,507 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $299,452 | 1,926 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $263,524 | 1,742 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $263,416 | 1,733 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $252,645 | 1,705 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $186,154 | 1,183 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $128,925 | 961 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $130,067 | 931 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $116,826 | 882 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $198,961 | 1,435 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $182,789 | 1,399 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $154,673 | 1,238 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $171,385 | 1,237 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $174,609 | 1,322 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $162,020 | 1,265 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $142,707 | 1,342 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $148,924 | 1,312 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $90,082 | 760 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $30,547 | 220 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||