Position in YUMC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$437,962
+$117,088 QoQ
Shares Held
10,716
+62.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#308
of 655 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in YUMC Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026WEALTH ALLIANCE, LLC holds $5,712,114 across 9 Restaurants names. YUMC ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
6,366 | $1,720,793 | |
| 2 | SBUX |
Starbucks Corp
|
13,308 | $1,359,944 | |
| 3 | DRI |
Darden Restaurants Inc
|
4,599 | $947,439 | |
| 4 | YUMC |
Yum China Holdings, Inc.
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|
10,716 | $437,962 | |
| 5 | CAKE |
Cheesecake Factory Inc
|
4,718 | $375,269 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
8,321 | $282,914 | |
| 7 | BROS |
Dutch Bros Inc.
|
3,016 | $216,578 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
2,768 | $200,707 |
All Filings in YUMC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,962 | 10,716 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $320,874 | 6,578 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $325,013 | 6,808 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $265,460 | 6,185 | Shares | Defined | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||