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Baker Tilly Wealth Management’s Yum! Brands YUM Stock Holding History

Baker Tilly Wealth 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 		$524K Sell
3,279
-77
-2% -$11.9K 0.11% 165
2026
Q1 		$522K Buy
3,356
+46
+1% +$7.29K 0.13% 152
2025
Q4 		$501K Buy
3,310
+22
+0.7% +$3.26K 0.12% 157
2025
Q3 		$500K Sell
3,288
-72
-2% -$10.6K 0.11% 150
2025
Q2 		$498K Sell
3,360
-85
-2% -$12.4K 0.18% 123
2025
Q1 		$542K Buy
3,445
+187
+6% +$26.9K 0.21% 108
2024
Q4 		$437K Sell
3,258
-70
-2% -$9.47K 0.17% 134
2024
Q3 		$465K Buy
3,328
+401
+14% +$53.3K 0.21% 121
2024
Q2 		$388K Sell
2,927
-927
-24% -$128K 0.16% 157
2024
Q1 		$534K Buy
3,854
+18
+0.5% +$2.4K 0.1% 233
2023
Q4 		$501K Sell
3,836
-862
-18% -$108K 0.08% 277
2023
Q3 		$587K Sell
4,698
-8,712
-65% -$1.15M 0.1% 219
2023
Q2 		$1.86M Buy
13,410
+1,185
+10% +$161K 0.2% 111
2023
Q1 		$1.61M Buy
12,225
+750
+7% +$96.5K 0.18% 120
2022
Q4 		$1.47M Buy
11,475
+2,328
+25% +$282K 0.18% 129
2022
Q3 		$973K Sell
9,147
-169
-2% -$19.6K 0.13% 169
2022
Q2 		$1.06M Buy
9,316
+956
+11% +$111K 0.14% 158
2022
Q1 		$991K Buy
8,360
+1,332
+19% +$164K 0.11% 199
2021
Q4 		$976K Buy
7,028
+942
+15% +$120K 0.1% 202
2021
Q3 		$744K Buy
6,086
+1,281
+27% +$163K 0.1% 225
2021
Q2 		$553K Buy
4,805
+353
+8% +$41.6K 0.09% 256
2021
Q1 		$482K Buy
+4,452
New +$471K 0.1% 247

Other funds holding YUM

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baker Tilly Wealth Management's YUM Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Yum! Brands (YUM) stake by 2.3% in Q2 2026, selling an estimated $11.9K and leaving 3,279 shares worth $524K. The position accounts for 0.11% of the portfolio, ranked #165.

Baker Tilly Wealth Management first reported a position in YUM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.86M in Q2 2023. 1,436 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Baker Tilly Wealth Management held 3,279 shares of Yum! Brands worth $524K as of Q2 2026.
  • Baker Tilly Wealth Management sold 77 Yum! Brands shares in Q2 2026, an estimated $11.9K.
  • Yum! Brands made up 0.11% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Baker Tilly Wealth Management first reported a position in Yum! Brands in Q1 2021 and has held it in 22 quarters since.
  • Baker Tilly Wealth Management's Yum! Brands position peaked at $1.86M in Q2 2023.
  • 1,436 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.