KINGSWOOD WEALTH ADVISORS, LLC

Position in YUM — Yum Brands Inc

CIK 1987855 SAN DIEGO, CA

Position in YUM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$552,955

+$25,256 QoQ

Shares Held

3,459

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#719

of 1,431 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $7,312,513 across 6 Restaurants names. YUM ranks #4 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	13,059	$3,529,978
2	DRI	Darden Restaurants Inc	8,116	$1,671,977
3	SBUX	Starbucks Corp	10,392	$1,061,958
4	YUM	Yum Brands Inc This page	3,459	$552,955
5	CAVA	Cava Group, Inc.	3,411	$267,695
6	DPZ	Dominos Pizza Inc	770	$227,950

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$552,955	3,459	+1.9%	Shares	Sole	2026-07-27
2026-03-31	$527,699	3,394	-2.3%	Shares	Sole	2026-04-28
2025-12-31	$525,546	3,474	+10.0%	Shares	Sole	2026-01-28
2025-09-30	$480,168	3,159	+1.0%	Shares	Sole	2025-10-23
2025-06-30	$463,507	3,128	-0.8%	Shares	Sole	2025-07-23
2025-03-31	$495,998	3,152	-6.2%	Shares	Sole	2025-07-25
2024-12-31	$450,911	3,361	-36.0%	Shares	Sole	2025-01-22
2024-09-30	$733,477	5,250	+80.0%	Shares	Sole	2024-10-21
2024-06-30	$386,253	2,916	+14.8%	Shares	Sole	2024-07-09
2024-03-31	$352,171	2,540	+21.1%	Shares	Sole	2024-04-15
2023-12-31	$273,994	2,097	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.