Position in YUM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,303,178
+$594,129 QoQ
Shares Held
8,152
+73.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#507
of 1,431 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $8,570,634 across 4 Restaurants names. YUM ranks #2 (15.2% of the industry book) .
All Filings in YUM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,303,178 | 8,152 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $709,049 | 4,687 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $711,664 | 4,682 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $716,005 | 4,832 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $968,865 | 6,157 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $648,663 | 4,835 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $696,454 | 4,985 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $656,869 | 4,959 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,256,723 | 9,064 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $647,681 | 4,957 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $368,323 | 2,948 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $356,489 | 2,573 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $911,880 | 6,904 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $935,624 | 7,305 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $333,163 | 3,133 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $312,947 | 2,757 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $269,892 | 2,277 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $361,452 | 2,603 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||