Carson Advisory’s Yum! Brands YUM Stock Holding History

Carson Advisory’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	$277K	Hold	1,735	–	–	0.13%	158
2026 Q1	$270K	Hold	1,735	–	–	0.14%	147
2025 Q4	$262K	Hold	1,735	–	–	0.14%	148
2025 Q3	$264K	Hold	1,735	–	–	0.14%	143
2025 Q2	$257K	Hold	1,735	–	–	0.16%	139
2025 Q1	$273K	Sell	1,735 -200	-10%	-$28.8K	0.18%	129
2024 Q4	$260K	Sell	1,935 -100	-5%	-$13.5K	0.18%	131
2024 Q3	$284K	Sell	2,035 -21	-1%	-$2.79K	0.18%	132
2024 Q2	$272K	Hold	2,056	–	–	0.19%	127
2024 Q1	$285K	Hold	2,056	–	–	0.2%	120
2023 Q4	$269K	Sell	2,056 -9	-0.4%	-$1.12K	0.21%	121
2023 Q3	$258K	Buy	2,065 +9	+0.4%	+$1.18K	0.23%	118
2023 Q2	$285K	Hold	2,056	–	–	0.24%	109
2023 Q1	$272K	Hold	2,056	–	–	0.24%	104
2022 Q4	$263K	Hold	2,056	–	–	0.25%	99
2022 Q3	$219K	Hold	2,056	–	–	0.24%	105
2022 Q2	$233K	Hold	2,056	–	–	0.26%	101
2022 Q1	$244K	Hold	2,056	–	–	0.24%	105
2021 Q4	$285K	Buy	+2,056	New	+$263K	0.29%	89

Other funds holding YUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carson Advisory's YUM Position: Q2 2026 in Review

Carson Advisory held its Yum! Brands (YUM) position steady in Q2 2026 at 1,735 shares worth $277K. The position accounts for 0.13% of the portfolio, ranked #158.

Carson Advisory first reported a position in YUM in Q4 2021 and has held it in 19 quarters since. The position peaked at $285K in Q1 2024. 1,431 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Carson Advisory held 1,735 shares of Yum! Brands worth $277K as of Q2 2026.
Carson Advisory left its Yum! Brands share count unchanged in Q2 2026.
Yum! Brands made up 0.13% of Carson Advisory's portfolio in Q2 2026, its #158 holding.
Carson Advisory first reported a position in Yum! Brands in Q4 2021 and has held it in 19 quarters since.
Carson Advisory's Yum! Brands position peaked at $285K in Q1 2024.
1,431 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.