Modern Wealth Management, LLC

Position in YUM — Yum Brands Inc

CIK 2001900 KANSAS CITY, MO

Position in YUM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$271,760

+$28,902 QoQ

Shares Held

1,700

+8.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#980

of 1,425 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Consumer Cyclical · as of Jun 30, 2026

Modern Wealth Management, LLC holds $7,202,669 across 5 Restaurants names. YUM ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	17,139	$4,632,840
2	SBUX	Starbucks Corp	16,819	$1,718,732
3	DRI	Darden Restaurants Inc	1,424	$293,357
4	CAVA	Cava Group, Inc.	3,644	$285,980
5	YUM	Yum Brands Inc This page	1,700	$271,760

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$271,760	1,700	+8.8%	Shares	Other	2026-08-14
2026-03-31	$242,858	1,562	+14.6%	Shares	Other	2026-05-14
2025-12-31	$206,193	1,363	-1.2%	Shares	Other	2026-02-17
2025-09-30	$209,760	1,380	—	Shares	Other	2025-11-12
No filing history on record for this holder in this stock.