Bernard Wealth Management’s Yum! Brands YUM Stock Holding History

Bernard Wealth Management’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	$109K	Sell	684 -28	-4%	-$4.34K	0.04%	97
2026 Q1	$111K	Hold	712	–	–	0.05%	94
2025 Q4	$108K	Hold	712	–	–	0.04%	92
2025 Q3	$108K	Hold	712	–	–	0.05%	85
2025 Q2	$105K	Hold	712	–	–	0.05%	87
2025 Q1	$112K	Buy	712 +1	+0.1%	+$144	0.05%	76
2024 Q4	$95.4K	Buy	+711	New	+$96.2K	0.04%	86

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

Bernard Wealth Management's YUM Position: Q2 2026 in Review

Bernard Wealth Management reduced its Yum! Brands (YUM) stake by 3.9% in Q2 2026, selling an estimated $4.34K and leaving 684 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #97.

Bernard Wealth Management first reported a position in YUM in Q4 2024 and has held it in 7 quarters since. The position peaked at $112K in Q1 2025. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Bernard Wealth Management held 684 shares of Yum! Brands worth $109K as of Q2 2026.
Bernard Wealth Management sold 28 Yum! Brands shares in Q2 2026, an estimated $4.34K.
Yum! Brands made up 0.04% of Bernard Wealth Management's portfolio in Q2 2026, its #97 holding.
Bernard Wealth Management first reported a position in Yum! Brands in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's Yum! Brands position peaked at $112K in Q1 2025.
1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.