Position in YUM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$258,173
+$23,243 QoQ
Shares Held
1,615
+6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#999
of 1,425 holders
Holding Since
Jun 2022
17 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, 2026FSM Wealth Advisors, LLC holds $1,748,700 across 5 Restaurants names. YUM ranks #4 (14.8% of the industry book) .
All Filings in YUM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,173 | 1,615 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $234,930 | 1,511 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $224,650 | 1,485 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $388,208 | 2,554 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $355,632 | 2,400 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $308,582 | 1,961 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $251,281 | 1,873 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $447,491 | 3,203 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $417,116 | 3,149 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $446,453 | 3,220 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $414,584 | 3,173 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $361,701 | 2,895 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $386,554 | 2,790 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $324,124 | 2,454 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $313,155 | 2,445 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $286,586 | 2,695 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $254,602 | 2,243 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||