Copia Wealth Management

Position in YUM — Yum Brands Inc

CIK 2058771 BEND, OR

Position in YUM

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$51,315

+$25,661 QoQ

Shares Held

321

+94.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,211

of 1,425 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Copia Wealth Management holds $230,342 across 4 Restaurants names. YUM ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BROS	Dutch Bros Inc.	1,595	$114,536
2	YUM	Yum Brands Inc This page	321	$51,315
3	MCD	Mcdonalds Corp	166	$44,871
4	SBUX	Starbucks Corp	192	$19,620

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,315	321	+94.5%	Shares	Sole	2026-08-18
2026-03-31	$25,654	165	—	Shares	Sole	2026-05-04
No filing history on record for this holder in this stock.