Position in YUM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$281,993
-$70,013 QoQ
Shares Held
1,764
-22.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#967
of 1,425 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $6,076,559 across 3 Restaurants names. YUM ranks #3 (4.6% of the industry book) .
All Filings in YUM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,993 | 1,764 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $352,006 | 2,264 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $342,497 | 2,264 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $371,944 | 2,447 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $362,596 | 2,447 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $384,587 | 2,444 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $312,592 | 2,330 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $287,383 | 2,057 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $309,559 | 2,337 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $324,025 | 2,337 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $294,115 | 2,251 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $285,487 | 2,285 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $306,334 | 2,211 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $288,991 | 2,188 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $288,308 | 2,251 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $264,796 | 2,234 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $308,685 | 2,223 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $271,895 | 2,223 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $255,711 | 2,223 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $240,484 | 2,223 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $241,328 | 2,223 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $202,959 | 2,223 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||