CFP
YUM icon

Cascade Financial Partners’s Yum! Brands YUM Stock Holding History

Cascade Financial Partners’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 		$274K Hold
1,763
– – 0.03% 218
2025
Q4 		$267K Hold
1,763
– – 0.03% 224
2025
Q3 		$268K Hold
1,763
– – 0.03% 217
2025
Q2 		$261K Buy
1,763
+150
+9% +$21.9K 0.03% 222
2025
Q1 		$254K Sell
1,613
-100
-6% -$14.4K 0.03% 211
2024
Q4 		$230K Hold
1,713
– – 0.03% 224
2024
Q3 		$228K Hold
1,713
– – 0.03% 224
2024
Q2 		$227K Sell
1,713
-254
-13% -$35K 0.03% 212
2024
Q1 		$271K Buy
+1,967
New +$263K 0.04% 186

Other funds holding YUM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $653B AUM 32.41% 1-Year Est. Return