Position in YUM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,376,175
+$180,142 QoQ
Shares Held
39,886
+0.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#243
of 1,425 holders
Holding Since
Mar 2020
26 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $30,260,616 across 16 Restaurants names. YUM ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
61,202 | $16,543,512 | |
| 2 | YUM |
Yum Brands Inc
This page
|
39,886 | $6,376,175 | |
| 3 | SBUX |
Starbucks Corp
|
45,062 | $4,604,885 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
38,025 | $1,554,081 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
23,227 | $789,718 | |
| 6 | DRI |
Darden Restaurants Inc
|
821 | $169,134 | |
| 7 | WING |
Wingstop Inc.
|
500 | $86,705 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
635 | $46,043 |
All Filings in YUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,376,175 | 39,886 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,196,033 | 39,851 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,064,512 | 40,088 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $6,148,096 | 40,448 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $5,983,360 | 40,379 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,354,039 | 40,379 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,430,528 | 40,478 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,678,093 | 40,642 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,370,193 | 40,542 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,593,418 | 40,342 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,356,798 | 40,998 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,159,772 | 41,298 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $5,721,837 | 41,298 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $4,637,064 | 35,108 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $4,509,184 | 35,206 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $3,769,114 | 35,444 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $4,025,064 | 35,460 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $4,202,836 | 35,458 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $4,923,697 | 35,458 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $243,641 | 1,992 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $230,635 | 2,005 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $216,684 | 2,003 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $217,228 | 2,001 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $173,287 | 1,898 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $182,163 | 2,096 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $126,986 | 1,853 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||