Valeo Financial Advisors, LLC

Position in YUM — Yum Brands Inc

CIK 1722641 CARMEL, IN

Position in YUM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,419,876

+$70,777 QoQ

Shares Held

8,882

+2.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#482

of 1,425 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $10,845,230 across 6 Restaurants names. YUM ranks #3 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	20,516	$5,545,679
2	SBUX	Starbucks Corp	28,019	$2,863,261
3	YUM	Yum Brands Inc This page	8,882	$1,419,876
4	BROS	Dutch Bros Inc.	4,921	$353,377
5	TXRH	Texas Roadhouse, Inc.	1,736	$335,447
6	CMG	Chipotle Mexican Grill Inc	9,635	$327,590

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,419,876	8,882	+2.4%	Shares	Sole	2026-07-08
2026-03-31	$1,349,099	8,677	-2.1%	Shares	Sole	2026-05-08
2025-12-31	$1,341,248	8,866	-0.9%	Shares	Sole	2026-02-04
2025-09-30	$1,360,400	8,950	-19.4%	Shares	Sole	2025-11-03
2025-06-30	$1,645,983	11,108	+21.0%	Shares	Sole	2025-09-12
2025-03-31	$1,444,250	9,178	+0.8%	Shares	Sole	2025-04-30
2024-12-31	$1,221,660	9,106	-0.2%	Shares	Sole	2025-01-30
2024-09-30	$1,274,993	9,126	-3.9%	Shares	Sole	2024-10-10
2024-06-30	$1,257,840	9,496	+6.0%	Shares	Sole	2024-07-10
2024-03-31	$1,241,888	8,957	+0.2%	Shares	Sole	2024-04-25
2023-12-31	$1,167,969	8,939	+10.5%	Shares	Sole	2024-01-29
2023-09-30	$1,010,514	8,088	+32.9%	Shares	Sole	2023-10-20
2023-06-30	$843,353	6,087	-28.6%	Shares	Sole	2023-07-14
2023-03-31	$1,125,585	8,522	+25.9%	Shares	Sole	2023-04-17
2022-12-31	$867,101	6,770	+5.2%	Shares	Sole	2023-02-09
2022-09-30	$684,616	6,438	-1.0%	Shares	Sole	2022-10-31
2022-06-30	$738,269	6,504	-31.4%	Shares	Sole	2022-08-03
2022-03-31	$1,123,901	9,482	+27.1%	Shares	Sole	2022-04-28
2021-12-31	$1,035,756	7,459	-21.4%	Shares	Sole	2022-01-07
2021-09-30	$1,160,599	9,489	-14.0%	Shares	Sole	2021-11-02
2021-06-30	$1,268,665	11,029	+0.7%	Shares	Sole	2021-07-22
2021-03-31	$1,184,354	10,948	-11.0%	Shares	Sole	2021-04-12
2020-12-31	$1,335,830	12,305	-5.4%	Shares	Sole	2021-02-11
2020-09-30	$1,187,995	13,012	-5.8%	Shares	Sole	2020-10-28
2020-06-30	$1,200,140	13,809	+25.8%	Shares	Sole	2020-07-20
2020-03-31	$751,979	10,973	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.