Position in YUM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$647,592
+$127,513 QoQ
Shares Held
4,051
+21.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#663
of 1,434 holders
Holding Since
Mar 2020
21 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, 2026Arkadios Wealth Advisors holds $27,728,238 across 11 Restaurants names. YUM ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
43,419 | $8,944,747 | |
| 2 | MCD |
Mcdonalds Corp
|
31,766 | $8,586,667 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
56,490 | $4,096,088 | |
| 4 | SBUX |
Starbucks Corp
|
28,537 | $2,916,195 | |
| 5 | FWRG |
First Watch Restaurant Group, Inc.
|
60,571 | $780,760 | |
| 6 | PZZA |
Papa Johns International Inc
|
20,391 | $749,776 | |
| 7 | YUM |
Yum Brands Inc
This page
|
4,051 | $647,592 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
1,991 | $384,720 |
All Filings in YUM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,592 | 4,051 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||