Position in YUM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,854,216
+$276,716 QoQ
Shares Held
11,599
+14.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#435
of 1,431 holders
Holding Since
Sep 2021
19 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, 2026Integrated Wealth Concepts LLC holds $35,509,852 across 34 Restaurants names. YUM ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
66,939 | $18,094,281 | |
| 2 | SBUX |
Starbucks Corp
|
64,111 | $6,551,503 | |
| 3 | YUM |
Yum Brands Inc
This page
|
11,599 | $1,854,216 | |
| 4 | DRI |
Darden Restaurants Inc
|
8,622 | $1,776,218 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
8,656 | $1,672,598 | |
| 6 | CAVA |
Cava Group, Inc.
|
16,097 | $1,263,292 | |
| 7 | BROS |
Dutch Bros Inc.
|
11,204 | $804,559 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
21,620 | $735,080 |
All Filings in YUM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,854,216 | 11,599 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||