CWA
YUM icon

Carolina Wealth Advisors’s Yum! Brands YUM Stock Holding History

Carolina Wealth Advisors’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
2025
Q3 		– Sell
-20
Closed -$2.96K – 303
2025
Q2 		$2.96K Hold
20
– – ﹤0.01% 212
2025
Q1 		$3.15K Hold
20
– – ﹤0.01% 218
2024
Q4 		$2.68K Hold
20
– – ﹤0.01% 231
2024
Q3 		$2.79K Buy
+20
New +$2.66K ﹤0.01% 264

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carolina Wealth Advisors's YUM Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Yum! Brands (YUM) in Q3 2025, closing a stake of 20 shares — an estimated $2.96K sold.

Carolina Wealth Advisors first reported a position in YUM in Q3 2024 and held it in 4 quarters. The position peaked at $3.15K in Q1 2025. 1,328 funds tracked by Wall St. Rank hold YUM as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Yum! Brands position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 20 Yum! Brands shares in Q3 2025, an estimated $2.96K.
  • Carolina Wealth Advisors first reported a position in Yum! Brands in Q3 2024 and held it in 4 quarters.
  • Carolina Wealth Advisors's Yum! Brands position peaked at $3.15K in Q1 2025.
  • 1,328 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.