Capstone Investment Advisors’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
Q1
Sell
-2,100
Closed -$318K 1887
2025
Q4
$318K Sell
2,100
-4,100
-66% -$607K ﹤0.01% 1319
2025
Q3
$942K Buy
6,200
+700
+13% +$103K ﹤0.01% 1064
2025
Q2
$815K Sell
5,500
-3,000
-35% -$438K ﹤0.01% 927
2025
Q1
$1.34M Sell
8,500
-4,400
-34% -$634K ﹤0.01% 796
2024
Q4
$1.73M Buy
12,900
+2,900
+29% +$392K ﹤0.01% 891
2024
Q3
$1.4M Buy
10,000
+1,700
+20% +$226K ﹤0.01% 850
2024
Q2
$1.1M Buy
8,300
+600
+8% +$82.6K ﹤0.01% 949
2024
Q1
$1.07M Sell
7,700
-8,200
-52% -$1.09M ﹤0.01% 1113
2023
Q4
$2.08M Buy
15,900
+4,100
+35% +$512K 0.01% 787
2023
Q3
$1.47M Buy
11,800
+2,600
+28% +$342K 0.01% 837
2023
Q2
$1.27M Buy
9,200
+800
+10% +$108K 0.01% 783
2023
Q1
$1.11M Sell
8,400
-2,900
-26% -$373K 0.01% 762
2022
Q4
$1.45M Buy
11,300
+3,100
+38% +$375K 0.01% 810
2022
Q3
$872K Buy
8,200
+1,300
+19% +$151K 0.01% 1087
2022
Q2
$783K Sell
6,900
-18,200
-73% -$2.12M ﹤0.01% 1097
2022
Q1
$2.98M Sell
25,100
-29,900
-54% -$3.68M 0.01% 894
2021
Q4
$7.64M Sell
55,000
-11,300
-17% -$1.45M 0.01% 695
2021
Q3
$8.11M Buy
66,300
+22,400
+51% +$2.84M 0.02% 689
2021
Q2
$5.05M Sell
43,900
-22,400
-34% -$2.64M 0.01% 727
2021
Q1
$7.17M Buy
66,300
+26,500
+67% +$2.81M 0.02% 554
2020
Q4
$4.32M Buy
39,800
+2,400
+6% +$245K 0.01% 643
2020
Q3
$3.42M Buy
37,400
+400
+1% +$36.9K 0.02% 620
2020
Q2
$3.22M Sell
37,000
-10,900
-23% -$931K 0.02% 557
2020
Q1
$3.28M Sell
47,900
-20,900
-30% -$1.95M 0.05% 384
2019
Q4
$6.93M Buy
68,800
+13,700
+25% +$1.42M 0.04% 449
2019
Q3
$6.25M Buy
55,100
+16,400
+42% +$1.87M 0.04% 386
2019
Q2
$4.28M Buy
38,700
+28,100
+265% +$2.92M 0.03% 507
2019
Q1
$1.06M Buy
10,600
+5,300
+100% +$502K 0.01% 792
2018
Q4
$487K Buy
5,300
+2,900
+121% +$259K 0.01% 820
2018
Q3
$218K Buy
+2,400
New +$200K ﹤0.01% 994
2014
Q4
Sell
-160,521
Closed -$8.31M 431
2014
Q3
$8.31M Buy
+160,521
New +$8.54M 0.09% 169
2014
Q2
Sell
-41,035
Closed -$2.22M 472
2014
Q1
$2.22M Sell
41,035
-79,565
-66% -$4.19M 0.03% 243
2013
Q4
$6.55M Buy
120,600
+61,900
+105% +$3.18M 0.07% 152
2013
Q3
$3.01M Buy
+58,700
New +$3.04M 0.03% 276

Other funds holding YUM

Capstone Investment Advisors's YUM Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Yum! Brands (YUM) in Q4 2025, closing a stake of 1,716 shares — an estimated $254K sold.

Capstone Investment Advisors first reported a position in YUM in Q3 2014 and held it in 21 quarters. The position peaked at $9.52M in Q1 2017. 1,397 funds tracked by Wall St. Rank hold YUM as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Yum! Brands position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,716 Yum! Brands shares in Q4 2025, an estimated $254K.
  • Capstone Investment Advisors first reported a position in Yum! Brands in Q3 2014 and held it in 21 quarters.
  • Capstone Investment Advisors's Yum! Brands position peaked at $9.52M in Q1 2017.
  • 1,397 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.