Position in YUM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$373,113
+$69,192 QoQ
Shares Held
2,334
+16.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#848
of 1,431 holders
Holding Since
Jun 2020
21 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, 2026IFG Advisory, LLC holds $2,986,127 across 12 Restaurants names. YUM ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
6,605 | $1,785,397 | |
| 2 | SBUX |
Starbucks Corp
|
4,693 | $479,577 | |
| 3 | YUM |
Yum Brands Inc
This page
|
2,334 | $373,113 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
5,450 | $185,300 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
1,955 | $79,900 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
569 | $41,258 | |
| 7 | BROS |
Dutch Bros Inc.
|
250 | $17,952 | |
| 8 | WEN |
Wendy's Co
|
1,946 | $16,132 |
All Filings in YUM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,113 | 2,334 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $303,921 | 2,009 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $304,760 | 2,005 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $296,508 | 2,001 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $314,247 | 1,997 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $270,466 | 2,016 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $265,847 | 2,007 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $261,320 | 2,000 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $250,379 | 2,004 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $295,330 | 2,236 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $285,746 | 2,231 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $253,301 | 2,382 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $252,105 | 2,221 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $266,099 | 2,245 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $306,880 | 2,210 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $330,970 | 2,706 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $312,651 | 2,718 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $297,278 | 2,748 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $303,208 | 2,793 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $251,805 | 2,758 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $239,263 | 2,753 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||