Position in YUM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$596,117
+$10,113 QoQ
Shares Held
3,729
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#690
of 1,431 holders
Holding Since
Jun 2021
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, 2026Summit Financial, LLC holds $19,570,509 across 9 Restaurants names. YUM ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMG |
Chipotle Mexican Grill Inc
|
184,039 | $6,257,326 | |
| 2 | MCD |
Mcdonalds Corp
|
22,049 | $5,960,065 | |
| 3 | SBUX |
Starbucks Corp
|
25,340 | $2,589,494 | |
| 4 | WEN |
Wendy's Co
|
244,705 | $2,028,604 | |
| 5 | SHAK |
Shake Shack Inc.
|
15,484 | $867,413 | |
| 6 | YUM |
Yum Brands Inc
This page
|
3,729 | $596,117 | |
| 7 | DRI |
Darden Restaurants Inc
|
2,616 | $538,922 | |
| 8 | CAVA |
Cava Group, Inc.
|
6,432 | $504,783 |
All Filings in YUM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,117 | 3,729 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $586,004 | 3,769 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $444,763 | 2,940 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $438,672 | 2,886 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $394,455 | 2,662 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $424,872 | 2,700 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $411,200 | 3,065 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $290,596 | 2,080 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $266,906 | 2,015 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $202,261 | 1,548 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $13,233,145 | 105,916 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $14,649,168 | 105,732 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $13,920,175 | 105,392 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $13,459,671 | 105,088 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,176,972 | 105,106 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $11,912,988 | 104,951 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,800,248 | 124,865 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $14,556,138 | 104,826 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $12,812,584 | 104,755 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $12,048,012 | 104,738 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||