Position in YUM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$27,336
+$438 QoQ
Shares Held
171
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,264
of 1,425 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $77,310 across 12 Restaurants names. YUM ranks #2 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
131 | $35,410 | |
| 2 | YUM |
Yum Brands Inc
This page
|
171 | $27,336 | |
| 3 | YUMC |
Yum China Holdings, Inc.
|
134 | $5,476 | |
| 4 | DRI |
Darden Restaurants Inc
|
14 | $2,884 | |
| 5 | SBUX |
Starbucks Corp
|
16 | $1,635 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
7 | $1,352 | |
| 7 | EAT |
Brinker International, Inc
|
7 | $1,176 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
23 | $782 |
All Filings in YUM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,336 | 171 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $26,898 | 173 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $25,868 | 171 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $24,624 | 162 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $24,005 | 162 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $25,020 | 159 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||