Position in YUM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$497,484
+$78,466 QoQ
Shares Held
3,112
+15.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#754
of 1,431 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Spire Wealth Management holds $5,585,194 across 19 Restaurants names. YUM ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
18,196 | $1,859,449 | |
| 2 | MCD |
Mcdonalds Corp
|
5,977 | $1,615,642 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
20,671 | $702,814 | |
| 4 | YUM |
Yum Brands Inc
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|
3,112 | $497,484 | |
| 5 | BROS |
Dutch Bros Inc.
|
4,453 | $319,769 | |
| 6 | CAVA |
Cava Group, Inc.
|
3,887 | $305,051 | |
| 7 | DRI |
Darden Restaurants Inc
|
660 | $135,966 | |
| 8 | WING |
Wingstop Inc.
|
213 | $36,936 |
All Filings in YUM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,484 | 3,112 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $419,018 | 2,695 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $407,699 | 2,695 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $412,072 | 2,711 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $428,684 | 2,893 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $801,591 | 5,094 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $643,431 | 4,796 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $662,504 | 4,742 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $565,074 | 4,266 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $597,304 | 4,308 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $593,457 | 4,542 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $566,852 | 4,537 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $703,141 | 5,075 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $784,555 | 5,940 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $513,472 | 4,009 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $408,770 | 3,844 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $967,445 | 8,523 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,040,337 | 8,777 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,817,955 | 13,092 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,266,520 | 10,355 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,163,528 | 10,115 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,686,958 | 15,594 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||