Compass Wealth Management’s Yum! Brands YUM Stock Holding History

Compass 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	$225K	Buy	+1,408	New	+$218K	0.04%	162
2025 Q4	–	Sell	-1,408	Closed	-$214K	–	152
2025 Q3	$214K	Hold	1,408	–	–	0.05%	147
2025 Q2	$209K	Hold	1,408	–	–	0.05%	149
2025 Q1	$222K	Hold	1,408	–	–	0.06%	146
2024 Q4	$189K	Hold	1,408	–	–	0.05%	154
2024 Q3	$197K	Hold	1,408	–	–	0.05%	157
2024 Q2	$187K	Hold	1,408	–	–	0.05%	158
2024 Q1	$195K	Hold	1,408	–	–	0.05%	158
2023 Q4	$184K	Sell	1,408 -345	-20%	-$43.1K	0.05%	158
2023 Q3	$219K	Hold	1,753	–	–	0.07%	151
2023 Q2	$243K	Hold	1,753	–	–	0.07%	148
2023 Q1	$232K	Hold	1,753	–	–	0.07%	148
2022 Q4	$225K	Buy	+1,753	New	+$212K	0.07%	145

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

Compass Wealth Management's YUM Position: Q2 2026 in Review

Compass Wealth Management opened a new position in Yum! Brands (YUM) in Q2 2026: 1,408 shares worth $225K. The stake represents 0.04% of the portfolio and ranks #162 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in YUM as recently as Q3 2025.

Compass Wealth Management first reported a position in YUM in Q4 2022 and has held it in 13 quarters since. The position peaked at $243K in Q2 2023. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Compass Wealth Management held 1,408 shares of Yum! Brands worth $225K as of Q2 2026.
Yum! Brands was a new Compass Wealth Management position in Q2 2026.
Yum! Brands made up 0.04% of Compass Wealth Management's portfolio in Q2 2026, its #162 holding.
Compass Wealth Management first reported a position in Yum! Brands in Q4 2022 and has held it in 13 quarters since.
Compass Wealth Management's Yum! Brands position peaked at $243K in Q2 2023.
1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

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