Alta Capital Management’s Yum! Brands YUM Stock Holding History

Alta Capital Management’s Portfolio YUM Stock Details YUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$332K	Buy	2,133 +10	+0.5%	+$1.58K	0.03%	83
2025 Q4	$321K	Buy	2,123 +10	+0.5%	+$1.48K	0.02%	79
2025 Q3	$321K	Buy	2,113 +10	+0.5%	+$1.47K	0.02%	82
2025 Q2	$312K	Buy	2,103 +587	+39%	+$85.7K	0.02%	83
2025 Q1	$239K	Buy	1,516 +7	+0.5%	+$1.01K	0.02%	85
2024 Q4	$203K	Buy	1,509 +7	+0.5%	+$947	0.01%	92
2024 Q3	$210K	Buy	+1,502	New	+$200K	0.01%	87
2024 Q2	–	Sell	-1,488	Closed	-$206K	–	91
2024 Q1	$206K	Buy	+1,488	New	+$199K	0.01%	89
2023 Q3	–	Sell	-1,466	Closed	-$203K	–	91
2023 Q2	$203K	Buy	+1,466	New	+$199K	0.01%	84
2023 Q1	–	Sell	-1,648	Closed	-$211K	–	94
2022 Q4	$211K	Buy	+1,648	New	+$200K	0.02%	88
2022 Q2	–	Sell	-1,948	Closed	-$230K	–	91
2022 Q1	$230K	Buy	1,948 +202	+12%	+$24.9K	0.01%	85
2021 Q4	$242K	Buy	1,746 +5	+0.3%	+$639	0.01%	86
2021 Q3	$212K	Buy	+1,741	New	+$221K	0.01%	88

Other funds holding YUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return