Cassaday & Co Wealth Management LLC

Position in YUM — Yum Brands Inc

CIK 1963612 MCLEAN, VA

Position in YUM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,044,853

+$81,871 QoQ

Shares Held

19,047

-0.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#345

of 1,425 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $12,251,531 across 12 Restaurants names. YUM ranks #2 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	27,366	$7,397,303
2	YUM	Yum Brands Inc This page	19,047	$3,044,853
3	YUMC	Yum China Holdings, Inc.	17,106	$699,122
4	CMG	Chipotle Mexican Grill Inc	16,578	$563,652
5	SBUX	Starbucks Corp	4,186	$427,767
6	QSR	Restaurant Brands International Inc.	543	$39,372
7	WEN	Wendy's Co	4,250	$35,232
8	WING	Wingstop Inc.	123	$21,329

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,044,853	19,047	-0.1%	Shares	Sole	2026-08-10
2026-03-31	$2,962,982	19,057	-0.7%	Shares	Sole	2026-05-07
2025-12-31	$2,904,576	19,200	-0.1%	Shares	Sole	2026-02-03
2025-09-30	$2,922,352	19,226	0.0%	Shares	Sole	2025-11-07
2025-06-30	$2,848,908	19,226	+5.6%	Shares	Sole	2025-08-05
2025-03-31	$2,865,997	18,213	-0.7%	Shares	Sole	2025-05-05
2024-12-31	$2,459,555	18,333	+0.4%	Shares	Sole	2025-02-03
2024-09-30	$2,551,384	18,262	+0.3%	Shares	Sole	2024-11-07
2024-06-30	$2,411,699	18,207	-4.7%	Shares	Sole	2024-07-30
2024-03-31	$2,648,492	19,102	+0.2%	Shares	Sole	2024-05-08
2023-12-31	$2,491,686	19,070	-0.1%	Shares	Sole	2024-02-14
2023-09-30	$2,383,855	19,080	+0.1%	Shares	Sole	2023-11-06
2023-06-30	$2,639,931	19,054	-0.3%	Shares	Sole	2023-08-07
2023-03-31	$2,523,124	19,103	-2.3%	Shares	Sole	2023-05-03
2022-12-31	$2,503,835	19,549	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.