Asset Planning Inc’s Yum! Brands YUM Stock Holding History

Asset Planning Inc’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
2025 Q2	–	Sell	-33	Closed	-$5.19K	–	304
2025 Q1	$5.19K	Hold	33	–	–	﹤0.01%	260
2024 Q4	$4.43K	Buy	+33	New	+$4.46K	﹤0.01%	270

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Asset Planning Inc's YUM Position: Q2 2025 in Review

Asset Planning Inc sold out of Yum! Brands (YUM) in Q2 2025, closing a stake of 33 shares — an estimated $5.19K sold.

Asset Planning Inc first reported a position in YUM in Q4 2024 and held it in 2 quarters. The position peaked at $5.19K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold YUM as of Q2 2025.

Asset Planning Inc reported no remaining Yum! Brands position as of Q2 2025 after selling out during the quarter.
Asset Planning Inc sold 33 Yum! Brands shares in Q2 2025, an estimated $5.19K.
Asset Planning Inc first reported a position in Yum! Brands in Q4 2024 and held it in 2 quarters.
Asset Planning Inc's Yum! Brands position peaked at $5.19K in Q1 2025.
1,339 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2025.

Based on Asset Planning Inc's 13F filing for Q2 2025, filed 25 Jul 2025.