Position in YUM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$381,585
-$2,295 QoQ
Shares Held
2,387
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#840
of 1,431 holders
Holding Since
Sep 2022
12 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, 202644 WEALTH MANAGEMENT LLC holds $6,082,875 across 6 Restaurants names. YUM ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
8,181 | $2,211,406 | |
| 2 | QSR |
Restaurant Brands International Inc.
|
19,107 | $1,385,448 | |
| 3 | EAT |
Brinker International, Inc
|
8,215 | $1,380,120 | |
| 4 | SBUX |
Starbucks Corp
|
4,314 | $440,847 | |
| 5 | YUM |
Yum Brands Inc
This page
|
2,387 | $381,585 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,376 | $283,469 |
All Filings in YUM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,585 | 2,387 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $383,880 | 2,469 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $375,628 | 2,483 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $373,920 | 2,460 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $418,904 | 2,827 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $430,379 | 2,735 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $368,403 | 2,746 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $339,495 | 2,430 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $350,254 | 2,528 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $336,804 | 2,550 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $337,618 | 2,636 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $272,443 | 2,562 | Shares | Sole | 2022-10-12 | |
| No filing history on record for this holder in this stock. | ||||||