Concord Wealth Partners’s Yum! Brands YUM Stock Holding History

Concord Wealth 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 Q2	$160K	Buy	+1,000	New	+$155K	0.02%	240
2026 Q1	–	Sell	-1,000	Closed	-$151K	–	813
2025 Q4	$151K	Hold	1,000	–	–	0.02%	216
2025 Q3	$152K	Hold	1,000	–	–	0.02%	219
2025 Q2	$148K	Hold	1,000	–	–	0.02%	231
2025 Q1	$157K	Hold	1,000	–	–	0.03%	208
2024 Q4	$134K	Hold	1,000	–	–	0.02%	226
2024 Q3	$140K	Hold	1,000	–	–	0.02%	232
2024 Q2	$132K	Hold	1,000	–	–	0.02%	224
2024 Q1	$139K	Sell	1,000 -86	-8%	-$11.5K	0.02%	241
2023 Q4	$142K	Hold	1,086	–	–	0.03%	245
2023 Q3	$136K	Sell	1,086 -69	-6%	-$9.08K	0.03%	243
2023 Q2	$160K	Hold	1,155	–	–	0.03%	216
2023 Q1	$153K	Sell	1,155 -61	-5%	-$7.85K	0.04%	199
2022 Q4	$156K	Buy	+1,216	New	+$147K	0.05%	189
2022 Q3	–	Sell	-1,498	Closed	-$170K	–	1198
2022 Q2	$170K	Sell	1,498 -12	-0.8%	-$1.4K	0.05%	179
2022 Q1	$179K	Sell	1,510 -25	-2%	-$3.08K	0.05%	194
2021 Q4	$213K	Buy	1,535 +1,344	+704%	+$172K	0.05%	177
2021 Q3	$23K	Sell	191 -1,142	-86%	-$145K	0.01%	356
2021 Q2	$153K	Buy	1,333 +31	+2%	+$3.65K	0.04%	171
2021 Q1	$141K	Buy	1,302 +238	+22%	+$25.2K	0.05%	165
2020 Q4	$116K	Buy	+1,064	New	+$109K	0.09%	120

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

Concord Wealth Partners's YUM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Yum! Brands (YUM) in Q2 2026: 1,000 shares worth $160K. The stake represents 0.02% of the portfolio and ranks #240 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in YUM as recently as Q4 2025.

Concord Wealth Partners first reported a position in YUM in Q4 2020 and has held it in 21 quarters since. The position peaked at $213K in Q4 2021. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Concord Wealth Partners held 1,000 shares of Yum! Brands worth $160K as of Q2 2026.
Yum! Brands was a new Concord Wealth Partners position in Q2 2026.
Yum! Brands made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #240 holding.
Concord Wealth Partners first reported a position in Yum! Brands in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Yum! Brands position peaked at $213K in Q4 2021.
1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.