Position in YUM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$801,857
+$69,858 QoQ
Shares Held
5,016
+6.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#619
of 1,425 holders
Holding Since
Sep 2023
10 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, 2026Portside Wealth Group, LLC holds $7,470,832 across 6 Restaurants names. YUM ranks #3 (10.7% of the industry book) .
All Filings in YUM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $801,857 | 5,016 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $731,999 | 4,708 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $653,831 | 4,322 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $581,856 | 3,828 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $482,177 | 3,254 | Shares | Other | 2025-08-11 | |
| 2024-09-30 | $338,656 | 2,424 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $269,026 | 2,031 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $272,863 | 1,968 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $238,585 | 1,826 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $214,022 | 1,713 | Shares | Other | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||