Clifford Swan Investment Counsel’s Yum! Brands YUM Stock Holding History

Clifford Swan Investment Counsel’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	$235K	Hold	1,512	–	–	0.01%	309
2025 Q4	$229K	Hold	1,512	–	–	0.01%	305
2025 Q3	$230K	Sell	1,512 -1	-0.1%	-$147	0.01%	307
2025 Q2	$224K	Buy	1,513 +1	+0.1%	+$146	0.01%	298
2025 Q1	$238K	Hold	1,512	–	–	0.01%	293
2024 Q4	$203K	Sell	1,512 -107	-7%	-$14.5K	0.01%	300
2024 Q3	$226K	Sell	1,619 -25	-2%	-$3.32K	0.01%	299
2024 Q2	$218K	Hold	1,644	–	–	0.01%	294
2024 Q1	$228K	Hold	1,644	–	–	0.01%	290
2023 Q4	$215K	Hold	1,644	–	–	0.01%	291
2023 Q3	$205K	Hold	1,644	–	–	0.01%	293
2023 Q2	$228K	Sell	1,644 -90	-5%	-$12.2K	0.01%	284
2023 Q1	$229K	Sell	1,734 -25	-1%	-$3.22K	0.01%	283
2022 Q4	$225K	Buy	+1,759	New	+$213K	0.01%	287
2022 Q1	–	Sell	-1,652	Closed	-$229K	–	339
2021 Q4	$229K	Hold	1,652	–	–	0.01%	315
2021 Q3	$209K	Hold	1,652	–	–	0.01%	321
2021 Q2	$221K	Buy	+1,652	New	+$195K	0.01%	311

Other funds holding YUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clifford Swan Investment Counsel's YUM Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its Yum! Brands (YUM) position steady in Q1 2026 at 1,512 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #309.

Clifford Swan Investment Counsel first reported a position in YUM in Q2 2021 and has held it in 17 quarters since. The position peaked at $238K in Q1 2025. 1,439 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

Clifford Swan Investment Counsel held 1,512 shares of Yum! Brands worth $235K as of Q1 2026.
Clifford Swan Investment Counsel left its Yum! Brands share count unchanged in Q1 2026.
Yum! Brands made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #309 holding.
Clifford Swan Investment Counsel first reported a position in Yum! Brands in Q2 2021 and has held it in 17 quarters since.
Clifford Swan Investment Counsel's Yum! Brands position peaked at $238K in Q1 2025.
1,439 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.