Position in YUM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$971,948
-$262,874 QoQ
Shares Held
6,080
-23.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#572
of 1,431 holders
Holding Since
Jun 2022
17 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $19,592,238 across 10 Restaurants names. YUM ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
36,036 | $9,740,891 | |
| 2 | SBUX |
Starbucks Corp
|
39,440 | $4,030,373 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
35,506 | $1,207,204 | |
| 4 | DRI |
Darden Restaurants Inc
|
5,611 | $1,155,922 | |
| 5 | CAKE |
Cheesecake Factory Inc
|
13,103 | $1,042,212 | |
| 6 | YUM |
Yum Brands Inc
This page
|
6,080 | $971,948 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
2,876 | $555,729 | |
| 8 | BROS |
Dutch Bros Inc.
|
6,109 | $438,687 |
All Filings in YUM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $971,948 | 6,080 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,234,822 | 7,942 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $278,657 | 1,842 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $510,264 | 3,357 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $374,006 | 2,524 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $372,313 | 2,366 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $279,723 | 2,085 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $341,590 | 2,445 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $350,356 | 2,645 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $493,871 | 3,562 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $468,677 | 3,587 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $457,155 | 3,659 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $531,893 | 3,839 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $517,225 | 3,916 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $554,714 | 4,331 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $438,546 | 4,124 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $559,377 | 4,928 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||