Position in YUM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$96,715
-$4,191 QoQ
Shares Held
605
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,166
of 1,431 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $791,175 across 20 Restaurants names. YUM ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,887 | $510,074 | |
| 2 | YUM |
Yum Brands Inc
This page
|
605 | $96,715 | |
| 3 | SBUX |
Starbucks Corp
|
751 | $76,744 | |
| 4 | CAKE |
Cheesecake Factory Inc
|
477 | $37,940 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
734 | $29,998 | |
| 6 | DRI |
Darden Restaurants Inc
|
68 | $14,008 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
175 | $5,950 | |
| 8 | PZZA |
Papa Johns International Inc
|
113 | $4,155 |
All Filings in YUM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,715 | 605 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $100,906 | 649 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $97,878 | 647 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $102,296 | 673 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $83,721 | 565 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $86,862 | 552 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $73,385 | 547 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||