Aptus Capital Advisors’s Yum! Brands YUM Stock Holding History

Aptus 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	$979K	Buy	6,298 +1,500	+31%	+$238K	0.01%	589
2025 Q4	$726K	Sell	4,798 -607	-11%	-$89.9K	0.01%	649
2025 Q3	$822K	Buy	5,405 +2,182	+68%	+$321K	0.01%	589
2025 Q2	$478K	Sell	3,223 -183	-5%	-$26.7K	﹤0.01%	684
2025 Q1	$536K	Buy	3,406 +178	+6%	+$25.6K	0.01%	625
2024 Q4	$433K	Buy	3,228 +684	+27%	+$92.5K	0.01%	683
2024 Q3	$355K	Buy	2,544 +708	+39%	+$94.1K	0.01%	624
2024 Q2	$243K	Sell	1,836 -228	-11%	-$31.4K	﹤0.01%	674
2024 Q1	$286K	Buy	+2,064	New	+$276K	0.01%	641

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