Mowery & Schoenfeld Wealth Management, LLC
Position in YUM — Yum Brands Inc
CIK 2019946
LINCOLNSHIRE, IL
Position in YUM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,833
+$215 QoQ
Shares Held
49
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,345
of 1,425 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $183,344 across 4 Restaurants names. YUM ranks #2 (4.3% of the industry book) .
All Filings in YUM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,833 | 49 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,618 | 49 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,412 | 49 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,448 | 49 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $7,260 | 49 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,710 | 49 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,512 | 56 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $13,246 | 100 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,865 | 100 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,066 | 100 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||