Position in YUM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,728,725
+$163,043 QoQ
Shares Held
10,814
+7.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#444
of 1,425 holders
Holding Since
Dec 2023
11 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, 2026Concurrent Investment Advisors, LLC holds $61,021,618 across 12 Restaurants names. YUM ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
80,457 | $21,748,330 | |
| 2 | BROS |
Dutch Bros Inc.
|
183,322 | $13,164,352 | |
| 3 | SBUX |
Starbucks Corp
|
112,282 | $11,474,096 | |
| 4 | DRI |
Darden Restaurants Inc
|
39,883 | $8,216,296 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
59,880 | $2,035,920 | |
| 6 | YUM |
Yum Brands Inc
This page
|
10,814 | $1,728,725 | |
| 7 | SHAK |
Shake Shack Inc.
|
16,306 | $913,461 | |
| 8 | EAT |
Brinker International, Inc
|
4,528 | $760,704 |
All Filings in YUM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,728,725 | 10,814 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,565,682 | 10,070 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,563,327 | 10,334 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,225,272 | 8,061 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,187,069 | 8,011 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,126,382 | 7,158 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $953,877 | 7,110 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,015,272 | 7,267 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,006,696 | 7,600 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $927,013 | 6,686 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $760,963 | 5,824 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||