Position in YUM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$65,382
-$3,495 QoQ
Shares Held
409
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,199
of 1,431 holders
Holding Since
Mar 2021
20 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, 2026CVA Family Office, LLC holds $1,214,227 across 11 Restaurants names. YUM ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,828 | $494,126 | |
| 2 | SBUX |
Starbucks Corp
|
4,415 | $451,168 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
2,672 | $90,848 | |
| 4 | YUM |
Yum Brands Inc
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|
409 | $65,382 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
261 | $50,433 | |
| 6 | DRI |
Darden Restaurants Inc
|
184 | $37,905 | |
| 7 | EAT |
Brinker International, Inc
|
50 | $8,400 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
200 | $8,174 |
All Filings in YUM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,382 | 409 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $68,877 | 443 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $45,232 | 299 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $44,536 | 293 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $45,194 | 305 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $42,487 | 270 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $35,686 | 266 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $55,744 | 399 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $55,368 | 418 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $57,401 | 414 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $51,610 | 395 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $54,727 | 395 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $57,190 | 433 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $49,951 | 390 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $46,789 | 440 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $49,376 | 435 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $33,188 | 280 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $27,077 | 195 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $22,430 | 195 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $21,095 | 195 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||