Position in YUM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,254,412
-$62,934 QoQ
Shares Held
8,068
-7.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in YUM Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Clearstead Advisors, LLC holds $91,129,228 across 22 Restaurants names. YUM ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
798,248 | $71,515,038 | |
| 2 | MCD |
Mcdonalds Corp
|
44,757 | $13,910,028 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
63,391 | $2,029,145 | |
| 4 | YUM |
Yum Brands Inc
This page
|
8,068 | $1,254,412 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
5,303 | $875,737 | |
| 6 | EAT |
Brinker International, Inc
|
3,888 | $555,089 | |
| 7 | WING |
Wingstop Inc.
|
2,546 | $394,553 | |
| 8 | DRI |
Darden Restaurants Inc
|
1,577 | $309,155 |
All Filings in YUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,254,412 | 8,068 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,317,346 | 8,708 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,354,168 | 8,909 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,656,800 | 11,181 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,290,352 | 8,200 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,099,307 | 8,194 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,154,144 | 8,261 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,099,020 | 8,297 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,150,933 | 8,301 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,132,299 | 8,666 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,130,082 | 9,045 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,146,501 | 8,275 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,365,575 | 10,339 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,012,216 | 7,903 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $805,312 | 7,573 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $859,611 | 7,573 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $889,923 | 7,508 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $991,043 | 7,137 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $878,430 | 7,182 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $820,969 | 7,137 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $772,080 | 7,137 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $698,800 | 6,437 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $587,698 | 6,437 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $581,167 | 6,687 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $475,392 | 6,937 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||