CPL
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Capital & Planning LLC’s Yum! Brands YUM Stock Holding History

Capital & Planning LLC’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 		$292K Buy
+1,879
New +$298K 0.18% 36
2025
Q4 		– Sell
-1,914
Closed -$291K – 39
2025
Q3 		$291K Sell
1,914
-130
-6% -$19.1K 0.18% 35
2025
Q2 		$303K Hold
2,044
– – 0.21% 35
2025
Q1 		$322K Hold
2,044
– – 0.24% 30
2024
Q4 		$274K Buy
+2,044
New +$276K 0.2% 32

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital & Planning LLC's YUM Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Yum! Brands (YUM) in Q1 2026: 1,879 shares worth $292K. The stake represents 0.18% of the portfolio and ranks #36 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in YUM as recently as Q3 2025.

Capital & Planning LLC first reported a position in YUM in Q4 2024 and has held it in 5 quarters since. The position peaked at $322K in Q1 2025. 1,442 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

  • Capital & Planning LLC held 1,879 shares of Yum! Brands worth $292K as of Q1 2026.
  • Yum! Brands was a new Capital & Planning LLC position in Q1 2026.
  • Yum! Brands made up 0.18% of Capital & Planning LLC's portfolio in Q1 2026, its #36 holding.
  • Capital & Planning LLC first reported a position in Yum! Brands in Q4 2024 and has held it in 5 quarters since.
  • Capital & Planning LLC's Yum! Brands position peaked at $322K in Q1 2025.
  • 1,442 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.