Azimuth Capital Investment Management’s Yum! Brands YUM Stock Holding History

Azimuth Capital Investment Management’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 Q2	$21.2M	Sell	132,530 -11,438	-8%	-$1.77M	0.71%	38
2026 Q1	$22.4M	Buy	143,968 +60,530	+73%	+$9.59M	0.84%	25
2025 Q4	$12.6M	Buy	83,438 +481	+0.6%	+$71.3K	0.45%	70
2025 Q3	$12.6M	Buy	82,957 +3,017	+4%	+$444K	0.45%	69
2025 Q2	$11.8M	Buy	79,940 +75,060	+1,538%	+$11M	0.44%	73
2025 Q1	$768K	Hold	4,880	–	–	0.03%	218
2024 Q4	$655K	Hold	4,880	–	–	0.03%	229
2024 Q3	$682K	Buy	4,880 +17	+0.3%	+$2.26K	0.03%	228
2024 Q2	$644K	Hold	4,863	–	–	0.03%	232
2024 Q1	$674K	Hold	4,863	–	–	0.03%	223
2023 Q4	$635K	Hold	4,863	–	–	0.03%	224
2023 Q3	$608K	Hold	4,863	–	–	0.03%	232
2023 Q2	$674K	Hold	4,863	–	–	0.03%	228
2023 Q1	$642K	Hold	4,863	–	–	0.03%	234
2022 Q4	$623K	Hold	4,863	–	–	0.03%	238
2022 Q3	$517K	Hold	4,863	–	–	0.03%	239
2022 Q2	$552K	Buy	+4,863	New	+$565K	0.03%	246

Other funds holding YUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Azimuth Capital Investment Management's YUM Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Yum! Brands (YUM) stake by 7.9% in Q2 2026, selling an estimated $1.77M and leaving 132,530 shares worth $21.2M. The position accounts for 0.71% of the portfolio, ranked #38.

Azimuth Capital Investment Management first reported a position in YUM in Q2 2022 and has held it in 17 quarters since. The position peaked at $22.4M in Q1 2026. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Azimuth Capital Investment Management held 132,530 shares of Yum! Brands worth $21.2M as of Q2 2026.
Azimuth Capital Investment Management sold 11,438 Yum! Brands shares in Q2 2026, an estimated $1.77M.
Yum! Brands made up 0.71% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #38 holding.
Azimuth Capital Investment Management first reported a position in Yum! Brands in Q2 2022 and has held it in 17 quarters since.
Azimuth Capital Investment Management's Yum! Brands position peaked at $22.4M in Q1 2026.
1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.