Benjamin Edwards Inc’s Yum! Brands YUM Stock Holding History

Benjamin Edwards Inc’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	$1.36M	Buy	8,749 +919	+12%	+$146K	0.01%	658
2025 Q4	$1.19M	Buy	7,830 +949	+14%	+$141K	0.01%	654
2025 Q3	$1.05M	Buy	6,881 +953	+16%	+$140K	0.01%	671
2025 Q2	$878K	Buy	5,928 +802	+16%	+$117K	0.01%	673
2025 Q1	$807K	Buy	5,126 +295	+6%	+$42.5K	0.01%	646
2024 Q4	$649K	Buy	4,831 +799	+20%	+$108K	0.01%	747
2024 Q3	$564K	Buy	4,032 +1,871	+87%	+$249K	0.01%	759
2024 Q2	$286K	Buy	2,161 +129	+6%	+$17.8K	0.06%	296
2024 Q1	$282K	Buy	2,032 +882	+77%	+$118K	0.06%	290
2023 Q4	$150K	Buy	1,150 +85	+8%	+$10.6K	0.03%	366
2023 Q3	$133K	Buy	1,065 +82	+8%	+$10.8K	0.03%	348
2023 Q2	$136K	Sell	983 -2	-0.2%	-$271	0.03%	337
2023 Q1	$130K	Buy	985 +115	+13%	+$14.8K	0.03%	335
2022 Q4	$111K	Buy	870 +74	+9%	+$8.96K	0.03%	341
2022 Q3	$85K	Buy	+796	New	+$92.4K	0.03%	360
2022 Q2	–	Sell	-108	Closed	-$13K	–	752
2022 Q1	$13K	Buy	108 +1	+0.9%	+$123	﹤0.01%	593
2021 Q4	$15K	Buy	+107	New	+$13.7K	﹤0.01%	549

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