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Birchwood Financial Partners’s Yum! Brands YUM Stock Holding History

Birchwood Financial Partners’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 		$139K Hold
869
– – 0.11% 108
2026
Q1 		$135K Sell
869
-14
-2% -$2.22K 0.13% 101
2025
Q4 		$134K Buy
+883
New +$131K 0.13% 97

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Capital International Investors
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Vanguard Portfolio Management
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State Street
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Birchwood Financial Partners's YUM Position: Q2 2026 in Review

Birchwood Financial Partners held its Yum! Brands (YUM) position steady in Q2 2026 at 869 shares worth $139K. The position accounts for 0.11% of the portfolio, ranked #108.

Birchwood Financial Partners first reported a position in YUM in Q4 2025 and has held it in 3 quarters since. 1,427 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Birchwood Financial Partners held 869 shares of Yum! Brands worth $139K as of Q2 2026.
  • Birchwood Financial Partners left its Yum! Brands share count unchanged in Q2 2026.
  • Yum! Brands made up 0.11% of Birchwood Financial Partners's portfolio in Q2 2026, its #108 holding.
  • Birchwood Financial Partners first reported a position in Yum! Brands in Q4 2025 and has held it in 3 quarters since.
  • 1,427 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.