Position in YUM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$28,614
-$11,033 QoQ
Shares Held
179
-29.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,269
of 1,434 holders
Holding Since
Sep 2023
11 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, 2026Cornerstone Planning Group LLC holds $396,208 across 14 Restaurants names. YUM ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
485 | $131,100 | |
| 2 | SBUX |
Starbucks Corp
|
605 | $61,824 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
1,800 | $61,200 | |
| 4 | CAVA |
Cava Group, Inc.
|
477 | $37,434 | |
| 5 | DPZ |
Dominos Pizza Inc
|
103 | $30,492 | |
| 6 | YUM |
Yum Brands Inc
This page
|
179 | $28,614 | |
| 7 | DRI |
Darden Restaurants Inc
|
78 | $16,068 | |
| 8 | WING |
Wingstop Inc.
|
83 | $14,393 |
All Filings in YUM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,614 | 179 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $39,647 | 255 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $24,507 | 162 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $9,356 | 550 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $23,856 | 161 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $22,502 | 143 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $402 | 3 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $419 | 3 | Shares | Sole | 2024-11-05 | |
| 2024-03-31 | $415 | 3 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $391 | 3 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $374 | 3 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||