CAWM
YUM icon

Capital Advisors Wealth Management’s Yum! Brands YUM Stock Holding History

Capital Advisors Wealth 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 		– Sell
-1,358
Closed -$211K – 242
2026
Q1 		$211K Buy
1,358
+3
+0.2% +$475 0.03% 207
2025
Q4 		$205K Buy
1,355
+3
+0.2% +$444 0.03% 211
2025
Q3 		$206K Buy
+1,352
New +$199K 0.03% 209

Other funds holding YUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Advisors Wealth Management's YUM Position: Q2 2026 in Review

Capital Advisors Wealth Management sold out of Yum! Brands (YUM) in Q2 2026, closing a stake of 1,358 shares — an estimated $211K sold.

Capital Advisors Wealth Management first reported a position in YUM in Q3 2025 and held it in 3 quarters. The position peaked at $211K in Q1 2026. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Capital Advisors Wealth Management reported no remaining Yum! Brands position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 1,358 Yum! Brands shares in Q2 2026, an estimated $211K.
  • Capital Advisors Wealth Management first reported a position in Yum! Brands in Q3 2025 and held it in 3 quarters.
  • Capital Advisors Wealth Management's Yum! Brands position peaked at $211K in Q1 2026.
  • 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.