Beck Mack & Oliver’s Yum! Brands YUM Stock Holding History

Beck Mack & Oliver’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 Q1	$274K	Hold	1,760	–	–	0.01%	172
2025 Q4	$266K	Hold	1,760	–	–	﹤0.01%	171
2025 Q3	$268K	Hold	1,760	–	–	﹤0.01%	159
2025 Q2	$261K	Hold	1,760	–	–	0.01%	163
2025 Q1	$277K	Buy	+1,760	New	+$254K	0.01%	158
2022 Q1	–	Sell	-1,950	Closed	-$271K	–	205
2021 Q4	$271K	Hold	1,950	–	–	0.01%	172
2021 Q3	$239K	Buy	+1,950	New	+$247K	0.01%	191
2020 Q3	–	Sell	-12,092	Closed	-$1.05M	–	196
2020 Q2	$1.05M	Hold	12,092	–	–	0.04%	101
2020 Q1	$829K	Sell	12,092 -100	-0.8%	-$9.33K	0.04%	107
2019 Q4	$1.23M	Sell	12,192 -3,765	-24%	-$390K	0.04%	104
2019 Q3	$1.81M	Hold	15,957	–	–	0.06%	89
2019 Q2	$1.77M	Buy	15,957 +100	+0.6%	+$10.4K	0.06%	88
2019 Q1	$1.58M	Hold	15,857	–	–	0.06%	95
2018 Q4	$1.46M	Hold	15,857	–	–	0.06%	97
2018 Q3	$1.44M	Hold	15,857	–	–	0.05%	106
2018 Q2	$1.24M	Hold	15,857	–	–	0.04%	110
2018 Q1	$1.35M	Hold	15,857	–	–	0.05%	106
2017 Q4	$1.29M	Buy	+15,857	New	+$1.25M	0.04%	108

Other funds holding YUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return