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Avantax Advisory Services’s Yum! Brands YUM Stock Holding History

Avantax Advisory Services’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 		$2.24M Buy
15,100
+507
+3% +$74K 0.01% 745
2025
Q1 		$2.3M Buy
14,593
+334
+2% +$48.1K 0.01% 684
2024
Q4 		$1.91M Buy
14,259
+1,465
+11% +$198K 0.01% 733
2024
Q3 		$1.79M Buy
12,794
+228
+2% +$30.3K 0.01% 758
2024
Q2 		$1.66M Buy
12,566
+1,335
+12% +$184K 0.01% 736
2024
Q1 		$1.56M Sell
11,231
-766
-6% -$102K 0.01% 614
2023
Q4 		$1.57M Sell
11,997
-1,134
-9% -$142K 0.02% 579
2023
Q3 		$1.64M Sell
13,131
-1,392
-10% -$183K 0.02% 523
2023
Q2 		$2.01M Sell
14,523
-1,559
-10% -$211K 0.02% 449
2023
Q1 		$2.12M Sell
16,082
-1,512
-9% -$195K 0.03% 425
2022
Q4 		$2.25M Buy
17,594
+2,032
+13% +$246K 0.03% 384
2022
Q3 		$1.66M Buy
15,562
+465
+3% +$54K 0.03% 416
2022
Q2 		$1.71M Sell
15,097
-678
-4% -$78.8K 0.03% 411
2022
Q1 		$1.87M Sell
15,775
-54
-0.3% -$6.65K 0.03% 390
2021
Q4 		$2.2M Sell
15,829
-992
-6% -$127K 0.03% 351
2021
Q3 		$2.05M Sell
16,821
-1,370
-8% -$174K 0.03% 330
2021
Q2 		$2.09M Sell
18,191
-1,817
-9% -$214K 0.04% 317
2021
Q1 		$2.17M Sell
20,008
-691
-3% -$73.1K 0.05% 274
2020
Q4 		$2.25M Sell
20,699
-9,685
-32% -$989K 0.05% 248
2020
Q3 		$2.78M Buy
30,384
+5,627
+23% +$519K 0.04% 299
2020
Q2 		$2.15M Sell
24,757
-184
-0.7% -$15.7K 0.06% 208
2020
Q1 		$1.71M Buy
24,941
+3,640
+17% +$340K 0.05% 213
2019
Q4 		$2.15M Buy
21,301
+1,531
+8% +$159K 0.05% 195
2019
Q3 		$2.25M Buy
19,770
+969
+5% +$111K 0.09% 118
2019
Q2 		$2.08M Buy
18,801
+2,406
+15% +$250K 0.09% 112
2019
Q1 		$1.64M Sell
16,395
-114
-0.7% -$10.8K 0.09% 129
2018
Q4 		$1.52M Buy
+16,509
New +$1.48M 0.25% 99

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's YUM Position: Q2 2025 in Review

Avantax Advisory Services increased its Yum! Brands (YUM) stake by 3.5% in Q2 2025, buying an estimated $74K and bringing the position to 15,100 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #745.

Avantax Advisory Services first reported a position in YUM in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.78M in Q3 2020. 1,339 funds tracked by Wall St. Rank hold YUM as of Q2 2025.

  • Avantax Advisory Services held 15,100 shares of Yum! Brands worth $2.24M as of Q2 2025.
  • Avantax Advisory Services bought 507 Yum! Brands shares in Q2 2025, an estimated $74K.
  • Yum! Brands made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #745 holding.
  • Avantax Advisory Services first reported a position in Yum! Brands in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Yum! Brands position peaked at $2.78M in Q3 2020.
  • 1,339 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.