Appleton Partners’s Yum! Brands YUM Stock Holding History

Appleton Partners’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	$541K	Sell	3,480 -106	-3%	-$16.8K	0.04%	183
2025 Q4	$542K	Hold	3,586	–	–	0.04%	182
2025 Q3	$545K	Sell	3,586 -309	-8%	-$45.5K	0.04%	178
2025 Q2	$577K	Sell	3,895 -220	-5%	-$32.1K	0.04%	173
2025 Q1	$648K	Sell	4,115 -1,177	-22%	-$170K	0.05%	159
2024 Q4	$710K	Sell	5,292 -763	-13%	-$103K	0.05%	149
2024 Q3	$846K	Sell	6,055 -579	-9%	-$77K	0.06%	140
2024 Q2	$879K	Sell	6,634 -20	-0.3%	-$2.75K	0.07%	138
2024 Q1	$923K	Sell	6,654 -322	-5%	-$43K	0.07%	142
2023 Q4	$911K	Sell	6,976 -107	-2%	-$13.4K	0.07%	142
2023 Q3	$885K	Hold	7,083	–	–	0.08%	139
2023 Q2	$981K	Sell	7,083 -110	-2%	-$14.9K	0.08%	141
2023 Q1	$950K	Sell	7,193 -2	-0%	-$257	0.08%	154
2022 Q4	$922K	Sell	7,195 -2	-0%	-$242	0.09%	156
2022 Q3	$765K	Buy	+7,197	New	+$835K	0.08%	161

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