Position in YUM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,029,902
+$62,148 QoQ
Shares Held
12,698
+0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#410
of 1,431 holders
Holding Since
Mar 2020
26 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, 2026Williams Jones Wealth Management, LLC. holds $20,681,842 across 6 Restaurants names. YUM ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
45,695 | $9,413,626 | |
| 2 | CMG |
Chipotle Mexican Grill Inc
|
155,120 | $5,274,080 | |
| 3 | MCD |
Mcdonalds Corp
|
10,358 | $2,799,870 | |
| 4 | YUM |
Yum Brands Inc
This page
|
12,698 | $2,029,902 | |
| 5 | SBUX |
Starbucks Corp
|
8,135 | $831,315 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
8,149 | $333,049 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,029,902 | 12,698 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,967,754 | 12,656 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,971,178 | 13,030 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,923,712 | 12,656 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,875,366 | 12,656 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,991,548 | 12,656 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,694,440 | 12,630 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,764,537 | 12,630 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,674,161 | 12,639 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,876,905 | 13,537 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,702,238 | 13,028 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,627,718 | 13,028 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,813,065 | 13,086 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,731,040 | 13,106 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,694,882 | 13,233 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,417,937 | 13,334 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,528,185 | 13,463 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $862,424 | 7,276 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $878,289 | 6,325 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $771,164 | 6,305 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $739,642 | 6,430 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $705,874 | 6,525 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $719,210 | 6,625 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $516,301 | 5,655 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $491,476 | 5,655 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $387,537 | 5,655 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||