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Cassaday & Co Wealth Management’s Yum! Brands YUM Stock Holding History

Cassaday & Co Wealth Management’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 		$3.04M Sell
19,047
-10
-0.1% -$1.55K 0.06% 66
2026
Q1 		$2.96M Sell
19,057
-143
-0.7% -$22.6K 0.06% 64
2025
Q4 		$2.9M Sell
19,200
-26
-0.1% -$3.85K 0.06% 65
2025
Q3 		$2.92M Hold
19,226
– – 0.07% 67
2025
Q2 		$2.85M Buy
19,226
+1,013
+6% +$148K 0.07% 62
2025
Q1 		$2.87M Sell
18,213
-120
-0.7% -$17.3K 0.08% 54
2024
Q4 		$2.46M Buy
18,333
+71
+0.4% +$9.6K 0.07% 58
2024
Q3 		$2.55M Buy
18,262
+55
+0.3% +$7.31K 0.07% 56
2024
Q2 		$2.41M Sell
18,207
-895
-5% -$123K 0.08% 54
2024
Q1 		$2.65M Buy
19,102
+32
+0.2% +$4.27K 0.09% 48
2023
Q4 		$2.49M Sell
19,070
-10
-0.1% -$1.25K 0.09% 49
2023
Q3 		$2.38M Buy
19,080
+26
+0.1% +$3.42K 0.1% 48
2023
Q2 		$2.64M Sell
19,054
-49
-0.3% -$6.64K 0.1% 42
2023
Q1 		$2.52M Sell
19,103
-446
-2% -$57.4K 0.11% 42
2022
Q4 		$2.5M Buy
+19,549
New +$2.37M 0.12% 45

Other funds holding YUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cassaday & Co Wealth Management's YUM Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Yum! Brands (YUM) stake by 0.05% in Q2 2026, selling an estimated $1.55K and leaving 19,047 shares worth $3.04M. The position accounts for 0.06% of the portfolio, ranked #66.

Cassaday & Co Wealth Management first reported a position in YUM in Q4 2022 and has held it in 15 quarters since. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Cassaday & Co Wealth Management held 19,047 shares of Yum! Brands worth $3.04M as of Q2 2026.
  • Cassaday & Co Wealth Management sold 10 Yum! Brands shares in Q2 2026, an estimated $1.55K.
  • Yum! Brands made up 0.06% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Cassaday & Co Wealth Management first reported a position in Yum! Brands in Q4 2022 and has held it in 15 quarters since.
  • 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.