Position in YUM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$270,642
+$3,217 QoQ
Shares Held
1,693
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#985
of 1,431 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $5,070,886 across 6 Restaurants names. YUM ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
10,349 | $2,797,438 | |
| 2 | SBUX |
Starbucks Corp
|
7,752 | $792,176 | |
| 3 | ARCO |
Arcos Dorados Holdings Inc.
|
75,000 | $604,500 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
11,538 | $392,292 | |
| 5 | YUM |
Yum Brands Inc
This page
|
1,693 | $270,642 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,038 | $213,838 |
All Filings in YUM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,642 | 1,693 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $267,425 | 1,720 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $252,183 | 1,667 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $249,280 | 1,640 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $245,089 | 1,654 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $259,486 | 1,649 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $222,168 | 1,656 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $231,918 | 1,660 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $210,346 | 1,588 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $240,003 | 1,731 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||