Position in YUM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,322,765
+$13,732 QoQ
Shares Held
14,530
-2.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#391
of 1,425 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026HB Wealth Management, LLC holds $34,957,690 across 11 Restaurants names. YUM ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
82,678 | $22,348,690 | |
| 2 | SBUX |
Starbucks Corp
|
43,367 | $4,431,673 | |
| 3 | YUM |
Yum Brands Inc
This page
|
14,530 | $2,322,765 | |
| 4 | DRI |
Darden Restaurants Inc
|
7,172 | $1,477,503 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
40,006 | $1,360,204 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
4,334 | $837,458 | |
| 7 | DPZ |
Dominos Pizza Inc
|
2,791 | $826,247 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
10,930 | $792,534 |
All Filings in YUM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,322,765 | 14,530 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,309,033 | 14,851 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,187,811 | 14,462 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,102,464 | 13,832 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,905,150 | 12,857 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,082,187 | 13,232 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,520,166 | 11,331 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,518,787 | 10,871 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,654,955 | 12,494 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,443,762 | 10,413 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,252,245 | 9,584 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $981,028 | 7,852 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,139,296 | 8,223 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,024,412 | 7,756 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $863,003 | 6,738 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $688,126 | 6,471 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $763,014 | 6,722 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $762,147 | 6,430 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $675,137 | 4,862 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||