Position in YUM
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$7,673
-$3,832 QoQ
Shares Held
48
-35.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,346
of 1,425 holders
Holding Since
Dec 2023
11 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, 2026Dogwood Wealth Management LLC holds $189,195 across 6 Restaurants names. YUM ranks #3 (4.1% of the industry book) .
All Filings in YUM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,673 | 48 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $11,505 | 74 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,051 | 40 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,232 | 41 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,334 | 36 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,822 | 37 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,951 | 22 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $3,073 | 22 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $2,914 | 22 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $3,050 | 22 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $2,874 | 22 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||