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Beaumont Financial Advisors’s Yum! Brands YUM Stock Holding History

Beaumont Financial Advisors’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
Q4 		– Sell
-1,495
Closed -$227K – 415
2025
Q3 		$227K Buy
1,495
+78
+6% +$11.5K 0.02% 370
2025
Q2 		$210K Sell
1,417
-141
-9% -$20.6K 0.02% 363
2025
Q1 		$245K Buy
1,558
+16
+1% +$2.31K 0.02% 322
2024
Q4 		$207K Sell
1,542
-37
-2% -$5K 0.02% 357
2024
Q3 		$221K Sell
1,579
-1
-0.1% -$133 0.02% 327
2024
Q2 		$209K Buy
1,580
+41
+3% +$5.64K 0.02% 344
2024
Q1 		$213K Buy
1,539
+2
+0.1% +$267 0.02% 343
2023
Q4 		$201K Buy
+1,537
New +$192K 0.02% 327
2023
Q3 		– Sell
-1,551
Closed -$215K – 359
2023
Q2 		$215K Buy
1,551
+15
+1% +$2.03K 0.02% 314
2023
Q1 		$203K Buy
+1,536
New +$198K 0.02% 298
2021
Q4 		– Sell
-1,864
Closed -$228K – 375
2021
Q3 		$228K Sell
1,864
-380
-17% -$48.2K 0.02% 325
2021
Q2 		$258K Hold
2,244
– – 0.02% 318
2021
Q1 		$243K Sell
2,244
-91
-4% -$9.63K 0.02% 307
2020
Q4 		$254K Buy
+2,335
New +$238K 0.02% 292
2020
Q1 		– Sell
-2,076
Closed -$209K – 299
2019
Q4 		$209K Sell
2,076
-406
-16% -$42.1K 0.02% 266
2019
Q3 		$282K Sell
2,482
-68
-3% -$7.77K 0.03% 223
2019
Q2 		$282K Buy
2,550
+101
+4% +$10.5K 0.03% 202
2019
Q1 		$244K Sell
2,449
-280
-10% -$26.5K 0.03% 205
2018
Q4 		$251K Buy
2,729
+34
+1% +$3.04K 0.04% 174
2018
Q3 		$245K Hold
2,695
– – 0.02% 201
2018
Q2 		$211K Hold
2,695
– – 0.02% 196
2018
Q1 		$229K Buy
+2,695
New +$221K 0.03% 187

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beaumont Financial Advisors's YUM Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of Yum! Brands (YUM) in Q4 2025, closing a stake of 1,495 shares — an estimated $227K sold.

Beaumont Financial Advisors first reported a position in YUM in Q1 2018 and held it in 22 quarters. The position peaked at $282K in Q3 2019. 1,401 funds tracked by Wall St. Rank hold YUM as of Q4 2025.

  • Beaumont Financial Advisors reported no remaining Yum! Brands position as of Q4 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 1,495 Yum! Brands shares in Q4 2025, an estimated $227K.
  • Beaumont Financial Advisors first reported a position in Yum! Brands in Q1 2018 and held it in 22 quarters.
  • Beaumont Financial Advisors's Yum! Brands position peaked at $282K in Q3 2019.
  • 1,401 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.