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Atria Wealth Solutions’s Yum! Brands YUM Stock Holding History

Atria Wealth Solutions’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 		$1.17M Sell
7,907
-3,906
-33% -$570K 0.03% 584
2025
Q1 		$1.86M Buy
11,813
+1,300
+12% +$187K 0.02% 663
2024
Q4 		$1.41M Sell
10,513
-5,623
-35% -$761K 0.02% 783
2024
Q3 		$2.25M Sell
16,136
-38,293
-70% -$5.09M 0.02% 591
2024
Q2 		$7.21M Sell
54,429
-431
-0.8% -$59.3K 0.08% 254
2024
Q1 		$7.61M Buy
54,860
+167
+0.3% +$22.3K 0.09% 248
2023
Q4 		$7.15M Sell
54,693
-380
-0.7% -$47.4K 0.09% 230
2023
Q3 		$6.88M Buy
55,073
+2,239
+4% +$295K 0.1% 216
2023
Q2 		$7.32M Buy
52,834
+520
+1% +$70.5K 0.1% 200
2023
Q1 		$6.91M Buy
52,314
+82
+0.2% +$10.6K 0.1% 194
2022
Q4 		$6.69M Buy
52,232
+1,635
+3% +$198K 0.11% 203
2022
Q3 		$5.38M Buy
50,597
+48,660
+2,512% +$5.65M 0.09% 220
2022
Q2 		$220K Sell
1,937
-50,239
-96% -$5.84M ﹤0.01% 1403
2022
Q1 		$6.18M Buy
+52,176
New +$6.43M 0.1% 212

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's YUM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Yum! Brands (YUM) stake by 33% in Q2 2025, selling an estimated $570K and leaving 7,907 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #584.

Atria Wealth Solutions first reported a position in YUM in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.61M in Q1 2024. 1,340 funds tracked by Wall St. Rank hold YUM as of Q2 2025.

  • Atria Wealth Solutions held 7,907 shares of Yum! Brands worth $1.17M as of Q2 2025.
  • Atria Wealth Solutions sold 3,906 Yum! Brands shares in Q2 2025, an estimated $570K.
  • Yum! Brands made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #584 holding.
  • Atria Wealth Solutions first reported a position in Yum! Brands in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Yum! Brands position peaked at $7.61M in Q1 2024.
  • 1,340 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.