Position in YUM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$520,079
+$18,586 QoQ
Shares Held
3,345
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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 Mar 31, 2026Arkadios Wealth Advisors holds $28,445,520 across 12 Restaurants names. YUM ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
35,295 | $10,969,332 | |
| 2 | DRI |
Darden Restaurants Inc
|
39,238 | $7,692,217 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
54,726 | $4,044,250 | |
| 4 | SBUX |
Starbucks Corp
|
28,055 | $2,513,447 | |
| 5 | FWRG |
First Watch Restaurant Group, Inc.
|
71,413 | $748,407 | |
| 6 | PZZA |
Papa Johns International Inc
|
20,040 | $649,495 | |
| 7 | YUM |
Yum Brands Inc
This page
|
3,345 | $520,079 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
10,466 | $335,015 |
All Filings in YUM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $520,079 | 3,345 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $501,493 | 3,315 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $485,032 | 3,191 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $383,341 | 2,587 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $403,942 | 2,567 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $337,814 | 2,518 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $354,025 | 2,534 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $426,123 | 3,217 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $270,367 | 1,950 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $256,877 | 1,966 | Shares | Sole | 2024-01-24 | |
| 2022-09-30 | $229,269 | 2,156 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $240,527 | 2,119 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $202,093 | 1,705 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $84,149 | 688 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $106,517 | 926 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $96,172 | 889 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $92,384 | 851 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $65,918 | 722 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $65,008 | 748 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $64,144 | 936 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||