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
Q2 		$300K Hold
1,879
– – 0.16% 43
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 $3.38T AUM 44.17% 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 & Planning LLC's YUM Position: Q2 2026 in Review

Capital & Planning LLC held its Yum! Brands (YUM) position steady in Q2 2026 at 1,879 shares worth $300K. The position accounts for 0.16% of the portfolio, ranked #43.

Capital & Planning LLC first reported a position in YUM in Q4 2024 and has held it in 6 quarters since. The position peaked at $322K in Q1 2025. 1,438 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Capital & Planning LLC held 1,879 shares of Yum! Brands worth $300K as of Q2 2026.
  • Capital & Planning LLC left its Yum! Brands share count unchanged in Q2 2026.
  • Yum! Brands made up 0.16% of Capital & Planning LLC's portfolio in Q2 2026, its #43 holding.
  • Capital & Planning LLC first reported a position in Yum! Brands in Q4 2024 and has held it in 6 quarters since.
  • Capital & Planning LLC's Yum! Brands position peaked at $322K in Q1 2025.
  • 1,438 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.