Aventura Private Wealth’s Yum! Brands YUM Stock Holding History

Aventura Private Wealth’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	-4	Closed	-$632	–	844
2025 Q1	$632	Buy	+4	New	+$576	﹤0.01%	698

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

Aventura Private Wealth's YUM Position: Q2 2025 in Review

Aventura Private Wealth sold out of Yum! Brands (YUM) in Q2 2025, closing a stake of 4 shares — an estimated $632 sold.

Aventura Private Wealth first reported a position in YUM in Q1 2025 and held it in 1 quarter. The position peaked at $632 in Q1 2025. 1,339 funds tracked by Wall St. Rank hold YUM as of Q2 2025.

Aventura Private Wealth reported no remaining Yum! Brands position as of Q2 2025 after selling out during the quarter.
Aventura Private Wealth sold 4 Yum! Brands shares in Q2 2025, an estimated $632.
Aventura Private Wealth first reported a position in Yum! Brands in Q1 2025 and held it in 1 quarter.
Aventura Private Wealth's Yum! Brands position peaked at $632 in Q1 2025.
1,339 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2025.

Based on Aventura Private Wealth's 13F filing for Q2 2025, filed 7 Jan 2026.