CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in YUM — Yum Brands Inc
CIK 1766904
RICHMOND, VA
Position in YUM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$258,809
+$3,204 QoQ
Shares Held
1,619
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#997
of 1,425 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,130,033 across 6 Restaurants names. YUM ranks #4 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
3,207 | $866,877 | |
| 2 | SBUX |
Starbucks Corp
|
5,103 | $521,469 | |
| 3 | DRI |
Darden Restaurants Inc
|
1,467 | $302,213 | |
| 4 | YUM |
Yum Brands Inc
This page
|
1,619 | $258,809 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
1,536 | $111,373 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
2,038 | $69,292 |
All Filings in YUM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,809 | 1,619 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $255,605 | 1,644 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $217,990 | 1,441 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $205,960 | 1,355 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $209,968 | 1,417 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $208,026 | 1,322 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $171,588 | 1,279 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $748,704 | 5,359 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $1,191,476 | 8,995 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $781,984 | 5,640 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $744,891 | 5,701 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $1,120,459 | 8,968 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $643,287 | 4,643 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $548,132 | 4,150 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $545,748 | 4,261 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $447,053 | 4,204 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $428,386 | 3,774 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $258,158 | 2,178 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $302,298 | 2,177 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $266,268 | 2,177 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $250,305 | 2,176 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $235,399 | 2,176 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $941,323 | 8,671 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $578,476 | 6,336 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||