Position in YUM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$567,183
-$597,827 QoQ
Shares Held
3,548
-52.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#704
of 1,425 holders
Holding Since
Dec 2020
20 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, 2026CreativeOne Wealth, LLC holds $4,568,682 across 5 Restaurants names. YUM ranks #3 (12.4% of the industry book) .
All Filings in YUM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,183 | 3,548 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,165,010 | 7,493 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,455,010 | 9,618 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,428,344 | 9,397 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,383,852 | 9,339 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,444,092 | 9,177 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,220,990 | 9,101 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,226,653 | 8,780 | Shares | Other | 2024-11-13 | |
| 2024-03-31 | $1,244,244 | 8,974 | Shares | Other | 2024-05-14 | |
| 2023-06-30 | $1,184,223 | 8,869 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,164,549 | 8,817 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,124,158 | 8,777 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $931,325 | 8,758 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $986,628 | 8,692 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,054,797 | 8,899 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,238,214 | 8,917 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,130,143 | 9,240 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,022,501 | 8,889 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $927,426 | 8,573 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $814,742 | 7,505 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||