Bell Investment Advisors’s Yum! Brands YUM Stock Holding History

Bell Investment 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
2026 Q1	$68.4K	Buy	440 +11	+3%	+$1.74K	0.01%	210
2025 Q4	$64.9K	Buy	429 +24	+6%	+$3.56K	0.01%	216
2025 Q3	$61.6K	Sell	405 -2	-0.5%	-$294	0.01%	217
2025 Q2	$60.3K	Buy	407 +256	+170%	+$37.4K	0.01%	218
2025 Q1	$23.8K	Hold	151	–	–	﹤0.01%	344
2024 Q4	$20.3K	Hold	151	–	–	﹤0.01%	384
2024 Q3	$21.1K	Sell	151 -4	-3%	-$532	﹤0.01%	393
2024 Q2	$20.5K	Buy	155 +4	+3%	+$551	﹤0.01%	390
2024 Q1	$20.9K	Hold	151	–	–	﹤0.01%	372
2023 Q4	$19.7K	Sell	151 -17	-10%	-$2.12K	﹤0.01%	360
2023 Q3	$21K	Sell	168 -26	-13%	-$3.42K	﹤0.01%	309
2023 Q2	$26.9K	Sell	194 -17	-8%	-$2.31K	0.01%	252
2023 Q1	$27.9K	Sell	211 -3	-1%	-$386	0.01%	243
2022 Q4	$27.4K	Buy	214 +120	+128%	+$14.5K	0.01%	245
2022 Q3	$10K	Sell	94 -51	-35%	-$5.92K	﹤0.01%	431
2022 Q2	$16K	Buy	+145	New	+$16.9K	﹤0.01%	319
2021 Q4	$13K	Sell	93 -26	-22%	-$3.33K	﹤0.01%	429
2021 Q3	$15K	Buy	+119	New	+$15.1K	﹤0.01%	361

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