Beaton Management Company’s Yum! Brands YUM Stock Holding History

Beaton Management Company’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	$355K	Hold	2,219	–	–	0.14%	120
2026 Q1	$345K	Hold	2,219	–	–	0.15%	109
2025 Q4	$336K	Hold	2,219	–	–	0.15%	113
2025 Q3	$337K	Hold	2,219	–	–	0.15%	107
2025 Q2	$329K	Hold	2,219	–	–	0.16%	108
2025 Q1	$349K	Hold	2,219	–	–	0.18%	104
2024 Q4	$298K	Hold	2,219	–	–	0.15%	110
2024 Q3	$310K	Hold	2,219	–	–	0.16%	110
2024 Q2	$294K	Hold	2,219	–	–	0.16%	110
2024 Q1	$308K	Hold	2,219	–	–	0.17%	112
2023 Q4	$290K	Hold	2,219	–	–	0.17%	111
2023 Q3	$277K	Hold	2,219	–	–	0.18%	110
2023 Q2	$307K	Buy	2,219 +9	+0.4%	+$1.22K	0.19%	105
2023 Q1	$292K	Hold	2,210	–	–	0.2%	107
2022 Q4	$283K	Hold	2,210	–	–	0.19%	106
2022 Q3	$235K	Hold	2,210	–	–	0.18%	118
2022 Q2	$251K	Sell	2,210 -100	-4%	-$11.6K	0.18%	112
2022 Q1	$374K	Hold	2,310	–	–	0.23%	96
2021 Q4	$321K	Hold	2,310	–	–	0.19%	108
2021 Q3	$283K	Hold	2,310	–	–	0.19%	115
2021 Q2	$266K	Hold	2,310	–	–	0.17%	122
2021 Q1	$250K	Hold	2,310	–	–	0.17%	121
2020 Q4	$251K	Hold	2,310	–	–	0.19%	114
2020 Q3	$211K	Hold	2,310	–	–	0.17%	114
2020 Q2	$201K	Buy	+2,310	New	+$197K	0.18%	111
2020 Q1	–	Sell	-2,310	Closed	-$233K	–	122
2019 Q4	$233K	Buy	+2,310	New	+$239K	0.18%	111
2018 Q4	–	Sell	-2,310	Closed	-$210K	–	122
2018 Q3	$210K	Buy	+2,310	New	+$193K	0.17%	118

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

Beaton Management Company's YUM Position: Q2 2026 in Review

Beaton Management Company held its Yum! Brands (YUM) position steady in Q2 2026 at 2,219 shares worth $355K. The position accounts for 0.14% of the portfolio, ranked #120.

Beaton Management Company first reported a position in YUM in Q3 2018 and has held it in 27 quarters since. The position peaked at $374K in Q1 2022. 1,431 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Beaton Management Company held 2,219 shares of Yum! Brands worth $355K as of Q2 2026.
Beaton Management Company left its Yum! Brands share count unchanged in Q2 2026.
Yum! Brands made up 0.14% of Beaton Management Company's portfolio in Q2 2026, its #120 holding.
Beaton Management Company first reported a position in Yum! Brands in Q3 2018 and has held it in 27 quarters since.
Beaton Management Company's Yum! Brands position peaked at $374K in Q1 2022.
1,431 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.