Forum Financial Management, LP

Position in YUM — Yum Brands Inc

CIK 1911832 LOMBARD, IL

Position in YUM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$213,732

-$251,756 QoQ

Shares Held

1,337

-56.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,079

of 1,431 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Forum Financial Management, LP holds $4,539,197 across 5 Restaurants names. YUM ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	9,360	$2,530,101
2	SBUX	Starbucks Corp	14,504	$1,482,163
3	BROS	Dutch Bros Inc.	3,012	$216,291
4	YUM	Yum Brands Inc This page	1,337	$213,732
5	SG	Sweetgreen, Inc.	11,000	$96,910

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,732	1,337	-56.5%	Shares	Sole	2026-07-23
2025-12-31	$465,488	3,077	+0.0%	Shares	Sole	2026-01-27
2025-09-30	$467,552	3,076	-5.7%	Shares	Sole	2025-10-24
2025-06-30	$483,511	3,263	+6.1%	Shares	Sole	2025-07-30
2025-03-31	$483,724	3,074	-0.9%	Shares	Sole	2025-05-02
2024-12-31	$416,030	3,101	-23.0%	Shares	Sole	2025-02-20
2024-09-30	$562,332	4,025	+0.1%	Shares	Sole	2024-10-29
2024-06-30	$532,754	4,022	-3.8%	Shares	Sole	2024-07-30
2024-03-31	$579,834	4,182	-3.2%	Shares	Sole	2024-05-09
2023-12-31	$564,451	4,320	+28.3%	Shares	Sole	2024-02-07
2023-09-30	$420,797	3,368	-0.1%	Shares	Sole	2023-11-06
2023-06-30	$467,190	3,372	+15.3%	Shares	Sole	2023-07-26
2023-03-31	$386,201	2,924	+1.7%	Shares	Sole	2023-04-19
2022-12-31	$368,358	2,876	-1.3%	Shares	Sole	2023-01-24
2022-09-30	$309,981	2,915	-4.3%	Shares	Sole	2022-11-07
2022-06-30	$345,751	3,046	+1.2%	Shares	Sole	2022-08-15
2022-03-31	$356,656	3,009	+9.6%	Shares	Sole	2022-05-16
2021-12-31	$381,170	2,745	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.