Position in YUM
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$109,344
-$1,357 QoQ
Shares Held
684
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,154
of 1,425 holders
Holding Since
Dec 2024
7 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, 2026Bernard Wealth Management Corp. holds $181,110 across 3 Restaurants names. YUM ranks #1 (60.4% of the industry book) .
All Filings in YUM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,344 | 684 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $110,701 | 712 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $107,711 | 712 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $108,224 | 712 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $105,504 | 712 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $112,040 | 712 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $102,095 | 761 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||