Position in YUM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$70,658
+$1,936 QoQ
Shares Held
442
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,186
of 1,425 holders
Holding Since
Sep 2025
4 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, 2026Ascentis Wealth Management, LLC holds $1,546,314 across 4 Restaurants names. YUM ranks #4 (4.6% of the industry book) .
All Filings in YUM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,658 | 442 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $68,722 | 442 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $66,865 | 442 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $67,184 | 442 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||