Position in YUM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,577,500
+$1,199,452 QoQ
Shares Held
10,146
+306.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $27,594,976 across 14 Restaurants names. YUM ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
45,879 | $14,258,734 | |
| 2 | SBUX |
Starbucks Corp
|
53,844 | $4,823,883 | |
| 3 | YUM |
Yum Brands Inc
This page
|
10,146 | $1,577,500 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
9,480 | $1,565,527 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
33,539 | $1,073,583 | |
| 6 | DRI |
Darden Restaurants Inc
|
4,672 | $915,898 | |
| 7 | CAVA |
Cava Group, Inc.
|
9,092 | $735,542 | |
| 8 | DPZ |
Dominos Pizza Inc
|
1,962 | $703,945 |
All Filings in YUM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,577,500 | 10,146 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $378,048 | 2,499 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $864,272 | 5,686 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $946,722 | 6,389 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,110,646 | 7,058 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $886,126 | 6,605 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $912,865 | 6,534 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $889,203 | 6,713 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $913,842 | 6,591 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $860,134 | 6,583 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $686,670 | 5,496 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $755,513 | 5,453 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $395,315 | 2,993 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $335,697 | 2,621 | Shares | Other | 2023-02-13 | |
| 2022-06-30 | $247,678 | 2,182 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $239,667 | 2,022 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $280,913 | 2,023 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $203,401 | 1,663 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||