Position in YUM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$17,744
+$486 QoQ
Shares Held
111
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,295
of 1,431 holders
Holding Since
Dec 2025
3 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, 2026Lodestone Wealth Management LLC holds $908,783 across 8 Restaurants names. YUM ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
2,533 | $684,694 | |
| 2 | SBUX |
Starbucks Corp
|
907 | $92,686 | |
| 3 | DPZ |
Dominos Pizza Inc
|
270 | $79,930 | |
| 4 | YUM |
Yum Brands Inc
This page
|
111 | $17,744 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
518 | $17,612 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
196 | $8,010 | |
| 7 | BROS |
Dutch Bros Inc.
|
100 | $7,181 | |
| 8 | ARCO |
Arcos Dorados Holdings Inc.
|
115 | $926 |
All Filings in YUM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,744 | 111 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $17,258 | 111 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $16,792 | 111 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||