Position in YUM
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$463,947
+$59,125 QoQ
Shares Held
2,984
+11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $7,458,843 across 9 Restaurants names. YUM ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
14,246 | $4,427,510 | |
| 2 | SBUX |
Starbucks Corp
|
10,809 | $968,376 | |
| 3 | DRI |
Darden Restaurants Inc
|
2,383 | $467,160 | |
| 4 | YUM |
Yum Brands Inc
This page
|
2,984 | $463,947 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
9,586 | $306,846 | |
| 6 | DPZ |
Dominos Pizza Inc
|
776 | $278,419 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
1,457 | $240,606 | |
| 8 | EAT |
Brinker International, Inc
|
1,433 | $204,588 |
All Filings in YUM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $463,947 | 2,984 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $404,822 | 2,676 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $463,904 | 3,052 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $434,757 | 2,934 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||