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Burkett Financial Services’s Yum! Brands YUM Stock Holding History

Burkett Financial Services’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
Q3 		$32.9K Buy
+241
New +$36K 0.01% 194
2024
Q3 		– Sell
-71
Closed -$9.46K – 219
2024
Q2 		$9.46K Hold
71
– – ﹤0.01% 140
2024
Q1 		$9.85K Hold
71
– – 0.01% 141
2023
Q4 		$9.24K Buy
+71
New +$8.86K 0.01% 139

Other funds holding YUM

CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Burkett Financial Services's YUM Position: Q3 2026 in Review

Burkett Financial Services opened a new position in Yum! Brands (YUM) in Q3 2026: 241 shares worth $32.9K. The stake represents 0.01% of the portfolio and ranks #194 among its holdings. This is a return to the name: Burkett Financial Services previously reported a position in YUM as recently as Q2 2024.

Burkett Financial Services first reported a position in YUM in Q4 2023 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold YUM as of Q3 2026.

  • Burkett Financial Services held 241 shares of Yum! Brands worth $32.9K as of Q3 2026.
  • Yum! Brands was a new Burkett Financial Services position in Q3 2026.
  • Yum! Brands made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #194 holding.
  • Burkett Financial Services first reported a position in Yum! Brands in Q4 2023 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.