Cape Investment Advisory’s Yum! Brands YUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$48K Buy
+300
New +$46.5K 0.01% 509
2026
Q1
Sell
-536
Closed -$81.1K 1249
2025
Q4
$81.1K Buy
536
+505
+1,629% +$74.8K 0.02% 332
2025
Q3
$4.71K Sell
31
-596
-95% -$87.8K ﹤0.01% 536
2025
Q2
$92.9K Sell
627
-1
-0.2% -$146 0.03% 278
2025
Q1
$98.8K Hold
628
0.04% 243
2024
Q4
$84.3K Buy
628
+1
+0.2% +$135 0.03% 261
2024
Q3
$87.6K Sell
627
-44
-7% -$5.85K 0.04% 251
2024
Q2
$88.9K Sell
671
-50
-7% -$6.88K 0.04% 233
2024
Q1
$100K Hold
721
0.05% 215
2023
Q4
$94.2K Sell
721
-173
-19% -$21.6K 0.05% 243
2023
Q3
$112K Sell
894
-170
-16% -$22.4K 0.06% 198
2023
Q2
$147K Sell
1,064
-75
-7% -$10.2K 0.08% 167
2023
Q1
$150K Buy
+1,139
New +$147K 0.09% 152

Other funds holding YUM

Cape Investment Advisory's YUM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Yum! Brands (YUM) in Q2 2026: 300 shares worth $48K. The stake represents 0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in YUM as recently as Q4 2025.

Cape Investment Advisory first reported a position in YUM in Q1 2023 and has held it in 13 quarters since. The position peaked at $150K in Q1 2023. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Cape Investment Advisory held 300 shares of Yum! Brands worth $48K as of Q2 2026.
  • Yum! Brands was a new Cape Investment Advisory position in Q2 2026.
  • Yum! Brands made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #509 holding.
  • Cape Investment Advisory first reported a position in Yum! Brands in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Yum! Brands position peaked at $150K in Q1 2023.
  • 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.