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Caprock Group’s Yum! Brands YUM Stock Holding History

Caprock Group’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 		$617K Buy
+3,967
New +$628K 0.02% 679
2025
Q1 		$751K Buy
4,773
+1,633
+52% +$235K 0.02% 563
2024
Q4 		$421K Buy
3,140
+559
+22% +$75.6K 0.01% 680
2024
Q3 		$361K Sell
2,581
-723
-22% -$96.1K 0.01% 663
2024
Q2 		$438K Buy
3,304
+1,475
+81% +$203K 0.02% 572
2024
Q1 		$254K Buy
1,829
+62
+4% +$8.28K 0.01% 608
2023
Q4 		$231K Buy
1,767
+43
+2% +$5.37K 0.01% 610
2023
Q3 		$215K Buy
1,724
+272
+19% +$35.8K 0.02% 589
2023
Q2 		$201K Buy
+1,452
New +$197K 0.01% 615
2019
Q2 		– Sell
-4,820
Closed -$481K – 411
2019
Q1 		$481K Buy
4,820
+15
+0.3% +$1.42K 0.09% 183
2018
Q4 		$442K Sell
4,805
-921
-16% -$82.3K 0.1% 176
2018
Q3 		$521K Sell
5,726
-1,140
-17% -$95.1K 0.11% 166
2018
Q2 		$537K Sell
6,866
-243
-3% -$20.3K 0.11% 161
2018
Q1 		$605K Buy
7,109
+28
+0.4% +$2.29K 0.13% 146
2017
Q4 		$592K Buy
7,081
+45
+0.6% +$3.56K 0.12% 177
2017
Q3 		$518K Sell
7,036
-120
-2% -$9.03K 0.11% 185
2017
Q2 		$528K Buy
7,156
+1,207
+20% +$84K 0.12% 168
2017
Q1 		$380K Buy
5,949
+177
+3% +$11.5K 0.09% 203
2016
Q4 		$366K Sell
5,772
-3,919
-40% -$246K 0.09% 193
2016
Q3 		$633K Buy
9,691
+1,965
+25% +$125K 0.14% 137
2016
Q2 		$461K Sell
7,726
-1,379
-15% -$81.3K 0.11% 165
2016
Q1 		$536K Buy
+9,105
New +$478K 0.13% 150

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caprock Group's YUM Position: Q1 2026 in Review

Caprock Group opened a new position in Yum! Brands (YUM) in Q1 2026: 3,967 shares worth $617K. The stake represents 0.02% of the portfolio and ranks #679 among its holdings. This is a return to the name: Caprock Group previously reported a position in YUM as recently as Q1 2025.

Caprock Group first reported a position in YUM in Q1 2016 and has held it in 22 quarters since. The position peaked at $751K in Q1 2025. 1,433 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

  • Caprock Group held 3,967 shares of Yum! Brands worth $617K as of Q1 2026.
  • Yum! Brands was a new Caprock Group position in Q1 2026.
  • Yum! Brands made up 0.02% of Caprock Group's portfolio in Q1 2026, its #679 holding.
  • Caprock Group first reported a position in Yum! Brands in Q1 2016 and has held it in 22 quarters since.
  • Caprock Group's Yum! Brands position peaked at $751K in Q1 2025.
  • 1,433 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.