Position in YUMC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$255,927
-$50,801 QoQ
Shares Held
6,262
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#381
of 655 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in YUMC Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Geneos Wealth Management Inc. holds $13,710,584 across 14 Restaurants names. YUMC ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
37,736 | $7,773,993 | |
| 2 | MCD |
Mcdonalds Corp
|
15,027 | $4,061,948 | |
| 3 | SBUX |
Starbucks Corp
|
4,002 | $408,964 | |
| 4 | YUM |
Yum Brands Inc
|
2,013 | $321,798 | |
| 5 | CAVA |
Cava Group, Inc.
|
3,340 | $262,123 | |
| 6 | YUMC |
Yum China Holdings, Inc.
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|
6,262 | $255,927 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
6,435 | $218,790 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
2,500 | $181,275 |
All Filings in YUMC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,927 | 6,262 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $306,728 | 6,288 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $323,199 | 6,770 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $53,864 | 1,255 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $64,918 | 1,452 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $76,736 | 1,474 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $52,794 | 1,096 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $51,637 | 1,147 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,196 | 1,044 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $35,890 | 902 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $38,271 | 902 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $52,934 | 950 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $52,940 | 937 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $59,269 | 935 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $51,097 | 935 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $41,839 | 884 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $356,814 | 7,357 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $350,472 | 8,437 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $426,829 | 8,564 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $502,012 | 8,639 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $567,298 | 8,563 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $524,600 | 8,860 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $505,817 | 8,860 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $455,952 | 8,611 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $413,930 | 8,611 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $361,971 | 8,491 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||