Position in YUM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$746,386
+$266,420 QoQ
Shares Held
4,669
+51.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#632
of 1,425 holders
Holding Since
Mar 2020
25 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $12,516,547 across 7 Restaurants names. YUM ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
45,012 | $4,599,776 | |
| 2 | MCD |
Mcdonalds Corp
|
14,402 | $3,893,004 | |
| 3 | BROS |
Dutch Bros Inc.
|
24,394 | $1,751,733 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
25,776 | $876,384 | |
| 5 | YUM |
Yum Brands Inc
This page
|
4,669 | $746,386 | |
| 6 | EAT |
Brinker International, Inc
|
3,350 | $562,800 | |
| 7 | WEN |
Wendy's Co
|
10,430 | $86,464 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,386 | 4,669 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $479,966 | 3,087 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $461,252 | 3,049 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $481,384 | 3,167 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $428,536 | 2,892 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $476,643 | 3,029 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $406,102 | 3,027 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $422,483 | 3,024 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $328,103 | 2,477 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $343,297 | 2,476 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $325,474 | 2,491 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $330,091 | 2,642 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $368,265 | 2,658 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $347,238 | 2,629 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $226,957 | 1,772 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $201,707 | 1,777 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $211,813 | 1,787 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $271,887 | 1,958 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $213,064 | 1,742 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $200,382 | 1,742 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $201,431 | 1,862 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $354,014 | 3,261 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $297,729 | 3,261 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $306,444 | 3,526 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $245,611 | 3,584 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||