Position in YUM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$790,347
-$49,089 QoQ
Shares Held
4,944
-8.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#623
of 1,431 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $10,987,701 across 5 Restaurants names. YUM ranks #4 (7.2% 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 | $790,347 | 4,944 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $839,436 | 5,399 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $777,125 | 5,137 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $652,080 | 4,290 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $592,571 | 3,999 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $659,495 | 4,191 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $487,134 | 3,631 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||