Position in YUM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$984,737
+$148,100 QoQ
Shares Held
6,160
+14.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#569
of 1,431 holders
Holding Since
Dec 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, 2026Confluence Wealth Services, Inc. holds $6,947,308 across 6 Restaurants names. YUM ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
14,998 | $4,054,109 | |
| 2 | YUM |
Yum Brands Inc
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|
6,160 | $984,737 | |
| 3 | SBUX |
Starbucks Corp
|
7,305 | $746,497 | |
| 4 | DRI |
Darden Restaurants Inc
|
3,108 | $640,279 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
6,660 | $272,194 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
7,338 | $249,492 |
All Filings in YUM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $984,737 | 6,160 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $836,637 | 5,381 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $813,130 | 5,375 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $816,240 | 5,370 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $794,837 | 5,364 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $843,134 | 5,358 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $721,646 | 5,379 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $751,639 | 5,380 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $720,185 | 5,437 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $732,903 | 5,286 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $683,351 | 5,230 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $666,180 | 5,332 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $723,785 | 5,224 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $688,533 | 5,213 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $667,040 | 5,208 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $553,287 | 5,203 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $628,618 | 5,538 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $653,337 | 5,512 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $764,563 | 5,506 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||