Position in YUM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$392,776
+$10,762 QoQ
Shares Held
2,457
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#829
of 1,431 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $2,713,531 across 7 Restaurants names. YUM ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
5,300 | $1,432,643 | |
| 2 | DRI |
Darden Restaurants Inc
|
2,632 | $542,218 | |
| 3 | YUM |
Yum Brands Inc
This page
|
2,457 | $392,776 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
7,142 | $242,828 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
2,150 | $87,870 | |
| 6 | SBUX |
Starbucks Corp
|
131 | $13,386 | |
| 7 | PTLO |
Portillo's Inc.
|
382 | $1,810 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,776 | 2,457 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $382,014 | 2,457 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $371,694 | 2,457 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $373,464 | 2,457 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $267,020 | 1,802 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $283,562 | 1,802 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $241,756 | 1,802 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $251,757 | 1,802 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $8,477 | 64 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $8,873 | 64 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,362 | 64 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $7,996 | 64 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,867 | 64 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,453 | 64 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,197 | 64 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $6,805 | 64 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $8,172 | 72 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,534 | 72 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $9,997 | 72 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $7,827 | 64 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $7,361 | 64 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $6,923 | 64 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $6,947 | 64 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,843 | 64 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,562 | 64 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $123,491 | 1,802 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||