AGWCA
YUM icon

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
Q2 		– Sell
-898
Closed -$140K – 1285
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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's YUM Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Yum! Brands (YUM) in Q2 2026, closing a stake of 898 shares — an estimated $140K sold.

Annis Gardner Whiting Capital Advisors first reported a position in YUM in Q3 2023 and held it in 11 quarters. The position peaked at $147K in Q2 2025. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Yum! Brands position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 898 Yum! Brands shares in Q2 2026, an estimated $140K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Yum! Brands in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Yum! Brands position peaked at $147K in Q2 2025.
  • 1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.