Position in YUM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$321,798
+$15,347 QoQ
Shares Held
2,013
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#904
of 1,425 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Geneos Wealth Management Inc. holds $13,710,584 across 14 Restaurants names. YUM ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
37,736 | $7,773,993 | |
| 2 | MCD |
Mcdonalds Corp
|
15,027 | $4,061,948 | |
| 3 | SBUX |
Starbucks Corp
|
4,002 | $408,964 | |
| 4 | YUM |
Yum Brands Inc
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|
2,013 | $321,798 | |
| 5 | CAVA |
Cava Group, Inc.
|
3,340 | $262,123 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
6,262 | $255,927 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
6,435 | $218,790 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
2,500 | $181,275 |
All Filings in YUM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,798 | 2,013 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $306,451 | 1,971 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $299,383 | 1,979 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $307,040 | 2,020 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $175,000 | 1,181 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $198,588 | 1,262 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $131,074 | 977 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $159,688 | 1,143 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $141,732 | 1,070 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $127,558 | 920 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $120,076 | 919 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $144,430 | 1,156 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $160,163 | 1,156 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $126,928 | 961 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $148,700 | 1,161 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $112,614 | 1,059 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $987,082 | 8,696 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,156,734 | 9,759 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,406,096 | 10,126 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,269,455 | 10,379 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,182,738 | 10,282 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,140,758 | 10,545 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,144,765 | 10,545 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $882,049 | 9,661 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $838,160 | 9,644 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $656,517 | 9,580 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||