Position in YUM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$308,369
+$11,403 QoQ
Shares Held
1,929
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#920
of 1,425 holders
Holding Since
Jun 2023
13 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, 2026PDS Planning, Inc holds $2,909,350 across 6 Restaurants names. YUM ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
4,106 | $1,109,892 | |
| 2 | SBUX |
Starbucks Corp
|
8,294 | $847,563 | |
| 3 | YUM |
Yum Brands Inc
This page
|
1,929 | $308,369 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
7,481 | $254,354 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
3,159 | $229,059 | |
| 6 | WEN |
Wendy's Co
|
19,314 | $160,113 |
All Filings in YUM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,369 | 1,929 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $296,966 | 1,910 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $270,337 | 1,787 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $304,608 | 2,004 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $276,207 | 1,864 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $301,816 | 1,918 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $214,387 | 1,598 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $248,683 | 1,780 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $270,483 | 2,042 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $245,410 | 1,770 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $236,494 | 1,810 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $228,140 | 1,826 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $269,341 | 1,944 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||