BFG
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Bleakley Financial Group’s Yum! Brands YUM Stock Holding History

Bleakley Financial Group’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 		$1.59M Buy
+10,221
New +$1.62M 0.02% 427
2025
Q1 		– Sell
-7,887
Closed -$1.06M – 1037
2024
Q4 		$1.06M Sell
7,887
-5,393
-41% -$729K 0.03% 393
2024
Q3 		$1.86M Sell
13,280
-371
-3% -$49.3K 0.06% 269
2024
Q2 		$1.81M Sell
13,651
-128
-0.9% -$17.6K 0.05% 292
2024
Q1 		$1.91M Buy
13,779
+383
+3% +$51.1K 0.06% 298
2023
Q4 		$1.75M Sell
13,396
-104
-0.8% -$13K 0.06% 303
2023
Q3 		$1.69M Sell
13,500
-1,066
-7% -$140K 0.06% 289
2023
Q2 		$2.02M Sell
14,566
-135
-0.9% -$18.3K 0.06% 272
2023
Q1 		$1.94M Buy
14,701
+833
+6% +$107K 0.06% 258
2022
Q4 		$1.78M Buy
+13,868
New +$1.68M 0.06% 276

Other funds holding YUM

BlackRock
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
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return