Cantillon Capital Management’s Yum! Brands YUM Stock Holding History

Cantillon Capital 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	$13.3M	Sell	83,427 -1,728,369	-95%	-$268M	2.01%	22
2026 Q1	$282M	Sell	1,811,796 -244,087	-12%	-$38.7M	1.87%	24
2025 Q4	$311M	Buy	2,055,883 +15,649	+0.8%	+$2.32M	1.68%	29
2025 Q3	$310M	Sell	2,040,234 -22,945	-1%	-$3.38M	1.71%	30
2025 Q2	$306M	Buy	2,063,179 +238,615	+13%	+$34.8M	1.77%	28
2025 Q1	$287M	Sell	1,824,564 -55,815	-3%	-$8.04M	1.86%	27
2024 Q4	$252M	Buy	1,880,379 +452,339	+32%	+$61.2M	1.52%	30
2024 Q3	$200M	Buy	1,428,040 +51,690	+4%	+$6.87M	1.22%	35
2024 Q2	$182M	Sell	1,376,350 -70,950	-5%	-$9.77M	1.22%	33
2024 Q1	$201M	Buy	+1,447,300	New	+$193M	1.26%	33

Other funds holding YUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cantillon Capital Management's YUM Position: Q2 2026 in Review

Cantillon Capital Management reduced its Yum! Brands (YUM) stake by 95% in Q2 2026, selling an estimated $268M and leaving 83,427 shares worth $13.3M. The position accounts for 2.01% of the portfolio, ranked #22.

Cantillon Capital Management first reported a position in YUM in Q1 2024 and has held it in 10 quarters since. The position peaked at $311M in Q4 2025. 783 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Cantillon Capital Management held 83,427 shares of Yum! Brands worth $13.3M as of Q2 2026.
Cantillon Capital Management sold 1,728,369 Yum! Brands shares in Q2 2026, an estimated $268M.
Yum! Brands made up 2.01% of Cantillon Capital Management's portfolio in Q2 2026, its #22 holding.
Cantillon Capital Management first reported a position in Yum! Brands in Q1 2024 and has held it in 10 quarters since.
Cantillon Capital Management's Yum! Brands position peaked at $311M in Q4 2025.
783 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Cantillon Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.