Position in YUM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,768,219
+$843,330 QoQ
Shares Held
23,572
+25.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#304
of 1,425 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $18,395,485 across 9 Restaurants names. YUM ranks #3 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
23,867 | $6,451,488 | |
| 2 | SBUX |
Starbucks Corp
|
42,743 | $4,367,907 | |
| 3 | YUM |
Yum Brands Inc
This page
|
23,572 | $3,768,219 | |
| 4 | DRI |
Darden Restaurants Inc
|
6,122 | $1,261,193 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
25,469 | $865,946 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
7,330 | $531,498 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
12,796 | $522,972 | |
| 8 | CAVA |
Cava Group, Inc.
|
4,656 | $365,402 |
All Filings in YUM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,768,219 | 23,572 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,924,889 | 18,812 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,545,398 | 23,436 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,299,448 | 8,549 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,293,463 | 8,729 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,321,824 | 8,400 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,380,908 | 10,293 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,466,955 | 10,500 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,238,368 | 9,349 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,150,240 | 8,296 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $765,406 | 5,858 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $558,481 | 4,470 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||