Chesley Taft & Associates’s Yum! Brands YUM Stock Holding History

Chesley Taft & Associates’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	$353K	Hold	2,206	–	–	0.01%	313
2026 Q1	$343K	Hold	2,206	–	–	0.01%	307
2025 Q4	$334K	Buy	2,206 +600	+37%	+$88.9K	0.01%	316
2025 Q3	$244K	Buy	1,606 +12	+0.8%	+$1.77K	0.01%	327
2025 Q2	$236K	Hold	1,594	–	–	0.01%	320
2025 Q1	$251K	Sell	1,594 -1,400	-47%	-$202K	0.01%	315
2024 Q4	$402K	Hold	2,994	–	–	0.02%	268
2024 Q3	$418K	Hold	2,994	–	–	0.02%	268
2024 Q2	$397K	Hold	2,994	–	–	0.02%	260
2024 Q1	$415K	Hold	2,994	–	–	0.02%	257
2023 Q4	$391K	Hold	2,994	–	–	0.02%	263
2023 Q3	$374K	Hold	2,994	–	–	0.02%	248
2023 Q2	$415K	Hold	2,994	–	–	0.03%	241
2023 Q1	$395K	Hold	2,994	–	–	0.03%	239
2022 Q4	$383K	Sell	2,994 -175	-6%	-$21.2K	0.03%	237
2022 Q3	$337K	Hold	3,169	–	–	0.02%	243
2022 Q2	$360K	Hold	3,169	–	–	0.02%	249
2022 Q1	$380K	Hold	3,169	–	–	0.02%	253
2021 Q4	$440K	Sell	3,169 -56	-2%	-$7.16K	0.02%	245
2021 Q3	$394K	Hold	3,225	–	–	0.02%	249
2021 Q2	$371K	Hold	3,225	–	–	0.02%	253
2021 Q1	$357K	Hold	3,225	–	–	0.02%	252
2020 Q4	$350K	Sell	3,225 -50	-2%	-$5.1K	0.02%	244
2020 Q3	$299K	Hold	3,275	–	–	0.02%	234
2020 Q2	$285K	Hold	3,275	–	–	0.02%	232
2020 Q1	$224K	Hold	3,275	–	–	0.02%	237
2019 Q4	$330K	Sell	3,275 -1,480	-31%	-$153K	0.02%	233
2019 Q3	$539K	Hold	4,755	–	–	0.04%	198
2019 Q2	$526K	Hold	4,755	–	–	0.04%	201
2019 Q1	$475K	Hold	4,755	–	–	0.04%	212
2018 Q4	$437K	Hold	4,755	–	–	0.04%	212
2018 Q3	$432K	Hold	4,755	–	–	0.03%	229
2018 Q2	$372K	Hold	4,755	–	–	0.03%	228
2018 Q1	$405K	Hold	4,755	–	–	0.04%	224
2017 Q4	$388K	Hold	4,755	–	–	0.03%	239
2017 Q3	$350K	Hold	4,755	–	–	0.03%	242
2017 Q2	$351K	Sell	4,755 -37	-0.8%	-$2.58K	0.03%	240
2017 Q1	$306K	Sell	4,792 -120	-2%	-$7.81K	0.03%	244
2016 Q4	$311K	Sell	4,912 -2,094	-30%	-$132K	0.03%	238
2016 Q3	$457K	Hold	7,006	–	–	0.05%	204
2016 Q2	$418K	Buy	+7,006	New	+$413K	0.04%	213
2015 Q3	–	Sell	-3,279	Closed	-$212K	–	237
2015 Q2	$212K	Buy	+3,279	New	+$208K	0.02%	220
2014 Q3	–	Sell	-3,668	Closed	-$214K	–	250
2014 Q2	$214K	Sell	3,668 -88	-2%	-$4.89K	0.02%	236
2014 Q1	$204K	Hold	3,756	–	–	0.02%	236
2013 Q4	$204K	Sell	3,756 -417	-10%	-$21.5K	0.02%	259
2013 Q3	$214K	Hold	4,173	–	–	0.02%	248
2013 Q2	$208K	Buy	+4,173	New	+$207K	0.02%	250

Other funds holding YUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return