Brown, Lisle/Cummings’s Yum! Brands YUM Stock Holding History

Brown, Lisle/Cummings’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	$610K	Buy	3,926 +26	+0.7%	+$4.12K	0.15%	129
2025 Q4	$590K	Hold	3,900	–	–	0.15%	135
2025 Q3	$593K	Hold	3,900	–	–	0.15%	137
2025 Q2	$578K	Sell	3,900 -17	-0.4%	-$2.48K	0.15%	134
2025 Q1	$616K	Buy	3,917 +17	+0.4%	+$2.45K	0.18%	123
2024 Q4	$523K	Hold	3,900	–	–	0.16%	134
2024 Q3	$545K	Hold	3,900	–	–	0.17%	129
2024 Q2	$517K	Hold	3,900	–	–	0.17%	128
2024 Q1	$541K	Hold	3,900	–	–	0.18%	122
2023 Q4	$510K	Buy	3,900 +150	+4%	+$18.7K	0.19%	118
2023 Q3	$469K	Buy	3,750 +200	+6%	+$26.3K	0.21%	103
2023 Q2	$492K	Buy	3,550 +1,400	+65%	+$190K	0.22%	108
2023 Q1	$284K	Hold	2,150	–	–	0.14%	141
2022 Q4	$275K	Buy	2,150 +125	+6%	+$15.1K	0.15%	134
2022 Q3	$215K	Hold	2,025	–	–	0.13%	143
2022 Q2	$230K	Hold	2,025	–	–	0.13%	146
2022 Q1	$240K	Hold	2,025	–	–	0.12%	155
2021 Q4	$281K	Buy	+2,025	New	+$259K	0.14%	137

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