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Equibles

IAG Wealth Partners, LLC

Position in YUM — Yum Brands Inc

CIK 1827261 Waukesha, WI
Back to YUM Full portfolio

Position in YUM

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$28,455
+$780 QoQ
Shares Held
178
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,263
of 1,425 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, 2026

IAG Wealth Partners, LLC holds $261,482 across 6 Restaurants names. YUM ranks #2 (10.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MCD
Mcdonalds Corp
 851 $230,033
2 YUM
Yum Brands Inc
This page 		178 $28,455
3 CBRL
Cracker Barrel Old Country Store, Inc
 40 $2,132
4 QSR
Restaurant Brands International Inc.
 6 $435
5 WEN
Wendy's Co
 27 $223
6 SBUX
Starbucks Corp
 2 $204

All Filings in YUM

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $28,455 178
2026-03-31 $27,675 178
2025-12-31 $26,927 178
2025-09-30 $27,056 178
2025-06-30 $26,376 178
2025-03-31 $28,010 178
2024-12-31 $23,880 178
2024-09-30 $24,868 178
2024-06-30 $23,577 178
2024-03-31 $24,679 178
2023-12-31 $23,257 178
2023-09-30 $25,612 205
2023-06-30 $24,661 178
2023-03-31 $23,510 178
2022-12-31 $22,798 178
2022-09-30 $18,928 178
2022-06-30 $20,204 178
2022-03-31 $21,098 178
2021-12-31 $24,717 178
2021-09-30 $21,771 178
2021-06-30 $20,475 178
2021-03-31 $19,256 178
2020-12-31 $19,323 178
2020-09-30 $18,260 200
2020-06-30 $17,382 200
2020-03-31 $13,706 200

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