Position in YUM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$410,200
+$14,815 QoQ
Shares Held
2,566
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#809
of 1,425 holders
Holding Since
Jun 2020
25 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, 2026Pinnacle Wealth Planning Services, Inc. holds $6,276,286 across 25 Restaurants names. YUM ranks #2 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
15,578 | $4,210,889 | |
| 2 | YUM |
Yum Brands Inc
This page
|
2,566 | $410,200 | |
| 3 | SBUX |
Starbucks Corp
|
3,104 | $317,197 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
8,661 | $294,474 | |
| 5 | EAT |
Brinker International, Inc
|
859 | $144,312 | |
| 6 | DRI |
Darden Restaurants Inc
|
686 | $141,322 | |
| 7 | CBRL |
Cracker Barrel Old Country Store, Inc
|
2,229 | $118,805 | |
| 8 | DPZ |
Dominos Pizza Inc
|
372 | $110,126 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,200 | 2,566 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $395,385 | 2,543 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $382,133 | 2,526 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $380,608 | 2,504 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $371,635 | 2,508 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $397,648 | 2,527 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $341,034 | 2,542 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $382,665 | 2,739 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $363,867 | 2,747 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $381,010 | 2,748 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $359,053 | 2,748 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $343,335 | 2,748 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $381,012 | 2,750 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $407,995 | 3,089 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $395,639 | 3,089 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $431,953 | 4,062 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $460,964 | 4,061 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $662,227 | 5,587 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $848,851 | 6,113 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $661,574 | 5,409 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $622,312 | 5,410 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $583,847 | 5,397 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $584,812 | 5,387 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $492,562 | 5,395 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $576,908 | 6,638 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||