Position in YUM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$261,530
+$29,088 QoQ
Shares Held
1,636
+9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#296
of 484 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $1,650,573 across 21 Restaurants names. YUM ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,839 | $497,100 | |
| 2 | SBUX |
Starbucks Corp
|
2,705 | $276,423 | |
| 3 | YUM |
Yum Brands Inc
This page
|
1,636 | $261,530 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
6,347 | $215,798 | |
| 5 | CAVA |
Cava Group, Inc.
|
1,506 | $118,190 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
1,882 | $76,917 | |
| 7 | DRI |
Darden Restaurants Inc
|
336 | $69,219 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
613 | $44,448 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,530 | 1,636 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $232,442 | 1,495 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $222,532 | 1,471 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $225,264 | 1,482 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $228,049 | 1,539 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $229,273 | 1,457 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $194,800 | 1,452 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $202,719 | 1,451 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $192,067 | 1,450 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $200,903 | 1,449 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $189,065 | 1,447 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $180,663 | 1,446 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $200,204 | 1,445 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $159,024 | 1,204 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $154,080 | 1,203 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $127,820 | 1,202 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $136,325 | 1,201 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $103,239 | 871 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $44,574 | 321 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $39,139 | 320 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $36,579 | 318 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $34,293 | 317 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $34,196 | 315 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $28,668 | 314 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $46,409 | 534 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $28,782 | 420 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||