Position in YUM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$35,169
-$13,340 QoQ
Shares Held
220
-29.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,250
of 1,431 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $828,426 across 7 Restaurants names. YUM ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,636 | $442,227 | |
| 2 | SBUX |
Starbucks Corp
|
2,918 | $298,190 | |
| 3 | YUM |
Yum Brands Inc
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|
220 | $35,169 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
626 | $25,584 | |
| 5 | DRI |
Darden Restaurants Inc
|
107 | $22,043 | |
| 6 | CAVA |
Cava Group, Inc.
|
40 | $3,139 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
61 | $2,074 |
All Filings in YUM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,169 | 220 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $48,509 | 312 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $47,048 | 311 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $103,360 | 680 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $165,072 | 1,114 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $178,603 | 1,135 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $173,603 | 1,294 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $281,795 | 2,017 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $270,880 | 2,045 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $295,185 | 2,129 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $277,129 | 2,121 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $263,998 | 2,113 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $291,647 | 2,105 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $287,802 | 2,179 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $279,598 | 2,183 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $231,289 | 2,175 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $245,976 | 2,167 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $273,448 | 2,307 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $319,100 | 2,298 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $280,334 | 2,292 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $269,515 | 2,343 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $275,642 | 2,548 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $257,070 | 2,368 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||