Position in YUM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$238,990
+$14,322 QoQ
Shares Held
1,495
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,028
of 1,425 holders
Holding Since
Jun 2025
5 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, 2026Perennial Investment Advisors, LLC holds $1,834,911 across 4 Restaurants names. YUM ranks #4 (13.0% of the industry book) .
All Filings in YUM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,990 | 1,495 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $224,668 | 1,445 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $212,850 | 1,407 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $272,536 | 1,793 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $265,242 | 1,790 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||