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Bard Financial Services’s Yum! Brands YUM Stock Holding History

Bard Financial 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
Q3 		$776K Hold
5,105
– – 0.09% 125
2025
Q2 		$756K Hold
5,105
– – 0.09% 128
2025
Q1 		$803K Hold
5,105
– – 0.1% 128
2024
Q4 		$685K Hold
5,105
– – 0.08% 133
2024
Q3 		$713K Buy
+5,105
New +$679K 0.08% 129

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bard Financial Services's YUM Position: Q3 2025 in Review

Bard Financial Services held its Yum! Brands (YUM) position steady in Q3 2025 at 5,105 shares worth $776K. The position accounts for 0.09% of the portfolio, ranked #125.

Bard Financial Services first reported a position in YUM in Q3 2024 and has held it in 5 quarters since. The position peaked at $803K in Q1 2025. 1,328 funds tracked by Wall St. Rank hold YUM as of Q3 2025.

  • Bard Financial Services held 5,105 shares of Yum! Brands worth $776K as of Q3 2025.
  • Bard Financial Services left its Yum! Brands share count unchanged in Q3 2025.
  • Yum! Brands made up 0.09% of Bard Financial Services's portfolio in Q3 2025, its #125 holding.
  • Bard Financial Services first reported a position in Yum! Brands in Q3 2024 and has held it in 5 quarters since.
  • Bard Financial Services's Yum! Brands position peaked at $803K in Q1 2025.
  • 1,328 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.