Position in YUM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$65,382
-$3,029 QoQ
Shares Held
409
-7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,195
of 1,425 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $445,807 across 15 Restaurants names. YUM ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
1,833 | $187,314 | |
| 2 | MCD |
Mcdonalds Corp
|
273 | $73,794 | |
| 3 | YUM |
Yum Brands Inc
This page
|
409 | $65,382 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
934 | $31,756 | |
| 5 | DRI |
Darden Restaurants Inc
|
136 | $28,017 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
467 | $19,086 | |
| 7 | EAT |
Brinker International, Inc
|
83 | $13,944 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
33 | $6,376 |
All Filings in YUM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,382 | 409 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $68,411 | 440 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $64,899 | 429 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $61,560 | 405 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $60,309 | 407 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $23,761 | 151 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $20,258 | 151 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $21,096 | 151 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $20,531 | 155 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $20,936 | 151 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $19,729 | 151 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,989 | 168 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $26,878 | 194 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $27,868 | 211 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $27,409 | 214 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,995 | 94 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $16,458 | 145 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $12,913 | 93 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,554 | 119 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||