Position in YUM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$419,952
+$12,439 QoQ
Shares Held
2,627
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#805
of 1,431 holders
Holding Since
Sep 2023
12 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, 2026Fiduciary Alliance LLC holds $11,724,287 across 5 Restaurants names. YUM ranks #5 (3.6% of the industry book) .
All Filings in YUM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,952 | 2,627 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $407,513 | 2,621 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $396,807 | 2,623 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $403,560 | 2,655 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $392,528 | 2,649 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $378,608 | 2,406 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $322,788 | 2,406 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $336,142 | 2,406 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $318,698 | 2,406 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $306,139 | 2,208 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $288,497 | 2,208 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $275,867 | 2,208 | Shares | Sole | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||