Position in YUM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$513,150
+$122,429 QoQ
Shares Held
3,210
+27.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#747
of 1,431 holders
Holding Since
Dec 2020
13 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, 2026Aaron Wealth Advisors LLC holds $6,097,524 across 10 Restaurants names. YUM ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
7,748 | $2,094,361 | |
| 2 | SBUX |
Starbucks Corp
|
14,822 | $1,514,660 | |
| 3 | DRI |
Darden Restaurants Inc
|
3,001 | $618,236 | |
| 4 | YUM |
Yum Brands Inc
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|
3,210 | $513,150 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
4,311 | $312,590 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
8,744 | $297,296 | |
| 7 | CAVA |
Cava Group, Inc.
|
3,370 | $264,477 | |
| 8 | WING |
Wingstop Inc.
|
1,267 | $219,710 |
All Filings in YUM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,150 | 3,210 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $390,721 | 2,513 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $606,935 | 4,012 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $536,712 | 3,531 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $236,643 | 1,597 | Shares | Sole | 2025-07-09 | |
| 2022-09-30 | $236,287 | 2,222 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $256,192 | 2,257 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,167,000 | 256,854 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $297,993 | 2,146 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $259,052 | 2,118 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $240,757 | 2,093 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $226,420 | 2,093 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $233,404 | 2,150 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||