AWE
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Avidian Wealth Enterprises’s Yum! Brands YUM Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$731K Sell
5,360
-500
-9% -$74.8K 0.02% 396
2026
Q2 		$937K Buy
5,860
+411
+8% +$63.7K 0.03% 336
2026
Q1 		$847K Buy
+5,449
New +$863K 0.03% 321

Other funds holding YUM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Avidian Wealth Enterprises's YUM Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Yum! Brands (YUM) stake by 8.5% in Q3 2026, selling an estimated $74.8K and leaving 5,360 shares worth $731K. The position accounts for 0.02% of the portfolio, ranked #396.

Avidian Wealth Enterprises first reported a position in YUM in Q1 2026 and has held it in 3 quarters since. The position peaked at $937K in Q2 2026. 71 funds tracked by Wall St. Rank hold YUM as of Q3 2026.

  • Avidian Wealth Enterprises held 5,360 shares of Yum! Brands worth $731K as of Q3 2026.
  • Avidian Wealth Enterprises sold 500 Yum! Brands shares in Q3 2026, an estimated $74.8K.
  • Yum! Brands made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #396 holding.
  • Avidian Wealth Enterprises first reported a position in Yum! Brands in Q1 2026 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's Yum! Brands position peaked at $937K in Q2 2026.
  • 71 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.