VALLEY NATIONAL ADVISERS INC

Position in YUM — Yum Brands Inc

CIK 773411 BETHLEHEM, PA

Position in YUM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$158,101

-$177 QoQ

Shares Held

989

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,127

of 1,425 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $4,432,285 across 8 Restaurants names. YUM ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DRI	Darden Restaurants Inc	11,061	$2,278,676
2	MCD	Mcdonalds Corp	6,145	$1,661,054
3	SBUX	Starbucks Corp	2,251	$230,029
4	YUM	Yum Brands Inc This page	989	$158,101
5	DPZ	Dominos Pizza Inc	156	$46,182
6	QSR	Restaurant Brands International Inc.	495	$35,892
7	BROS	Dutch Bros Inc.	307	$22,045
8	CMG	Chipotle Mexican Grill Inc	9	$306

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$158,101	989	-2.8%	Shares	Sole	2026-07-29
2026-03-31	$158,278	1,018	+0.3%	Shares	Sole	2026-04-15
2025-12-31	$153,549	1,015	-0.3%	Shares	Sole	2026-01-23
2025-09-30	$154,736	1,018	-0.1%	Shares	Sole	2025-10-17
2025-06-30	$150,995	1,019	-5.0%	Shares	Sole	2025-07-22
2025-03-31	$168,847	1,073	-2.1%	Shares	Sole	2025-04-25
2024-12-31	$147,039	1,096	+0.1%	Shares	Sole	2025-01-24
2024-09-30	$152,982	1,095	-58.8%	Shares	Sole	2024-10-24
2024-06-30	$351,813	2,656	+0.2%	Shares	Sole	2024-07-18
2024-03-31	$367,699	2,652	+2.6%	Shares	Sole	2024-04-19
2023-12-31	$337,886	2,586	-0.8%	Shares	Sole	2024-01-25
2023-09-30	$325,593	2,606	-1.6%	Shares	Sole	2023-11-13
2023-06-30	$367,018	2,649	-8.4%	Shares	Sole	2023-07-31
2023-03-31	$381,843	2,891	-1.6%	Shares	Sole	2023-04-26
2022-12-31	$376,299	2,938	-1.5%	Shares	Sole	2023-01-12
2022-09-30	$317,105	2,982	-0.5%	Shares	Sole	2022-11-08
2022-06-30	$340,075	2,996	-1.4%	Shares	Sole	2022-07-15
2022-03-31	$359,975	3,037	-1.0%	Shares	Sole	2022-05-06
2021-12-31	$426,161	3,069	0.0%	Shares	Sole	2022-02-11
2021-09-30	$375,369	3,069	0.0%	Shares	Sole	2021-11-10
2021-06-30	$353,027	3,069	-7.6%	Shares	Sole	2021-08-02
2021-03-31	$359,482	3,323	-2.7%	Shares	Sole	2021-05-07
2020-12-31	$370,732	3,415	-7.9%	Shares	Sole	2021-02-11
2020-09-30	$338,540	3,708	-7.1%	Shares	Sole	2020-11-13
2020-06-30	$347,031	3,993	-20.3%	Shares	Sole	2020-08-10
2020-03-31	$343,266	5,009	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.