Position in YUM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$730,879
+$143,476 QoQ
Shares Held
4,572
+21.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#644
of 1,431 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026NewEdge Wealth, LLC holds $15,804,121 across 10 Restaurants names. YUM ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
58,258 | $5,953,385 | |
| 2 | MCD |
Mcdonalds Corp
|
13,236 | $3,577,823 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
29,622 | $2,147,891 | |
| 4 | DRI |
Darden Restaurants Inc
|
7,535 | $1,552,285 | |
| 5 | YUM |
Yum Brands Inc
This page
|
4,572 | $730,879 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
19,516 | $663,544 | |
| 7 | CAVA |
Cava Group, Inc.
|
6,391 | $501,565 | |
| 8 | DPZ |
Dominos Pizza Inc
|
997 | $295,151 |
All Filings in YUM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $730,879 | 4,572 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $587,403 | 3,778 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,083,769 | 7,164 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $564,528 | 3,714 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $559,972 | 3,779 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $566,338 | 3,599 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $515,174 | 3,840 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $499,742 | 3,577 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $361,748 | 2,731 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $424,130 | 3,059 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||