Cassaday & Co Wealth Management LLC: YUM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cassaday & Co Wealth Management LLC on YUM, newest first. How the timeline and the estimate are built.
Cassaday & Co Wealth Management LLC held 19,047 YUM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 19,047 sharesChange vs previous 13F -10 shares
0.06% of the 13F portfolio, value $3,044,854.
13F-HR 0001963612-26-000004 filed by Cassaday & Co Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,057 sharesChange vs previous 13F -143 shares
0.06% of the 13F portfolio, value $2,962,983.
13F-HR 0001963612-26-000002 filed by Cassaday & Co Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,200 sharesChange vs previous 13F -26 shares
0.06% of the 13F portfolio, value $2,904,576.
13F-HR 0001963612-26-000001 filed by Cassaday & Co Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,226 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $2,922,352.
13F-HR 0001963612-25-000002 filed by Cassaday & Co Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,226 sharesChange vs previous 13F +1,013 shares
0.07% of the 13F portfolio, value $2,848,909.
13F-HR 0001765380-25-000286 filed by Cassaday & Co Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,213 sharesChange vs previous 13F -120 shares
0.08% of the 13F portfolio, value $2,865,998.
13F-HR 0001765380-25-000163 filed by Cassaday & Co Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,333 sharesChange vs previous 13F +71 shares
0.07% of the 13F portfolio, value $2,459,556.
13F-HR 0001765380-25-000031 filed by Cassaday & Co Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,262 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $2,551,385.
13F-HR 0001765380-24-000408 filed by Cassaday & Co Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).