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Annis Gardner Whiting Capital Advisors’s Yum! Brands YUM Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$140K Sell
898
-50
-5% -$7.92K 0.02% 378
2025
Q4 		$143K Buy
948
+10
+1% +$1.48K 0.03% 344
2025
Q3 		$143K Sell
938
-57
-6% -$8.39K 0.03% 319
2025
Q2 		$147K Buy
995
+137
+16% +$20K 0.05% 250
2025
Q1 		$135K Hold
858
– – 0.06% 232
2024
Q4 		$115K Sell
858
-7
-0.8% -$947 0.03% 263
2024
Q3 		$121K Hold
865
– – 0.03% 267
2024
Q2 		$115K Sell
865
-21
-2% -$2.89K 0.03% 283
2024
Q1 		$123K Sell
886
-24
-3% -$3.21K 0.04% 252
2023
Q4 		$119K Sell
910
-16
-2% -$2K 0.05% 197
2023
Q3 		$116K Buy
+926
New +$122K 0.06% 187

Other funds holding YUM

BlackRock
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
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return