Position in YUM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$480,699
+$78,317 QoQ
Shares Held
3,007
+16.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#764
of 1,433 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $3,897,635 across 7 Restaurants names. YUM ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
4,537 | $1,226,396 | |
| 2 | SBUX |
Starbucks Corp
|
8,586 | $877,403 | |
| 3 | TXRH |
Texas Roadhouse, Inc.
|
3,323 | $642,103 | |
| 4 | YUM |
Yum Brands Inc
This page
|
3,007 | $480,699 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
3,178 | $230,436 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
6,524 | $221,816 | |
| 7 | DRI |
Darden Restaurants Inc
|
1,062 | $218,782 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,699 | 3,007 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $402,382 | 2,588 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $395,294 | 2,613 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $562,096 | 3,698 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $577,753 | 3,899 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $631,643 | 4,014 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $546,970 | 4,077 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,113,209 | 7,968 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,151,607 | 8,694 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $1,228,993 | 8,864 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,185,739 | 9,075 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,139,327 | 9,119 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,339,224 | 9,666 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,303,101 | 9,866 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,316,406 | 10,278 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,216,316 | 11,438 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,297,192 | 11,428 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,350,886 | 11,397 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,512,740 | 10,894 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,332,445 | 10,894 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,195,966 | 10,397 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,136,430 | 10,505 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,126,852 | 10,380 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $897,844 | 9,834 | Shares | Defined | 2020-11-13 | |
| 2020-03-31 | $741,631 | 10,822 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||