Position in YUM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$44,441
+$17,699 QoQ
Shares Held
278
+61.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,226
of 1,425 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $1,191,998 across 25 Restaurants names. YUM ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
2,268 | $613,063 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
867 | $167,530 | |
| 3 | DPZ |
Dominos Pizza Inc
|
556 | $164,598 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
1,787 | $60,758 | |
| 5 | DRI |
Darden Restaurants Inc
|
225 | $46,352 | |
| 6 | YUM |
Yum Brands Inc
This page
|
278 | $44,441 | |
| 7 | SBUX |
Starbucks Corp
|
265 | $27,080 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
274 | $19,867 |
All Filings in YUM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,441 | 278 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $26,742 | 172 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $27,684 | 183 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $25,840 | 170 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $21,486 | 145 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $21,558 | 137 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,562 | 116 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,228 | 109 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,173 | 107 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,835 | 107 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,588 | 104 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,993 | 104 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,409 | 104 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $52,039 | 394 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $50,463 | 394 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||