Position in YUM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$159,860
+$8,580 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#394
of 536 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $4,334,105 across 10 Restaurants names. YUM ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
11,056 | $2,988,547 | |
| 2 | DRI |
Darden Restaurants Inc
|
5,299 | $1,091,646 | |
| 3 | YUM |
Yum Brands Inc
This page
|
1,000 | $159,860 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
1,000 | $40,870 | |
| 5 | SBUX |
Starbucks Corp
|
264 | $26,978 | |
| 6 | DPZ |
Dominos Pizza Inc
|
36 | $10,657 | |
| 7 | CAVA |
Cava Group, Inc.
|
105 | $8,240 | |
| 8 | WING |
Wingstop Inc.
|
20 | $3,468 |
All Filings in YUM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,860 | 1,000 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $151,280 | 1,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $152,000 | 1,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $148,180 | 1,000 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $157,360 | 1,000 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $134,160 | 1,000 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $139,710 | 1,000 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $132,460 | 1,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $138,650 | 1,000 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $141,896 | 1,086 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $135,684 | 1,086 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $160,025 | 1,155 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $152,552 | 1,155 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $155,745 | 1,216 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $170,037 | 1,498 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $178,980 | 1,510 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $213,150 | 1,535 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $23,361 | 191 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $153,334 | 1,333 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $140,850 | 1,302 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $115,507 | 1,064 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||