Position in YUM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$289,346
-$5,755 QoQ
Shares Held
1,810
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#952
of 1,431 holders
Holding Since
Sep 2025
4 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, 2026Everhart Financial Group, Inc. holds $3,411,600 across 6 Restaurants names. YUM ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
5,633 | $1,522,656 | |
| 2 | SBUX |
Starbucks Corp
|
7,195 | $735,257 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
14,011 | $476,374 | |
| 4 | YUM |
Yum Brands Inc
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|
1,810 | $289,346 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
2,955 | $214,267 | |
| 6 | WEN |
Wendy's Co
|
20,953 | $173,700 |
All Filings in YUM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,346 | 1,810 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $295,101 | 1,898 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $228,886 | 1,513 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $242,440 | 1,595 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||