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Concurrent Investment Advisors’s Yum! Brands YUM Stock Holding History

Concurrent Investment Advisors’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 		$1.73M Buy
10,814
+744
+7% +$115K 0.01% 765
2026
Q1 		$1.57M Sell
10,070
-264
-3% -$41.8K 0.02% 701
2025
Q4 		$1.56M Buy
10,334
+2,273
+28% +$337K 0.02% 656
2025
Q3 		$1.23M Buy
8,061
+50
+0.6% +$7.36K 0.02% 594
2025
Q2 		$1.19M Buy
8,011
+853
+12% +$125K 0.02% 554
2025
Q1 		$1.13M Buy
7,158
+48
+0.7% +$6.91K 0.03% 514
2024
Q4 		$954K Sell
7,110
-157
-2% -$21.2K 0.03% 501
2024
Q3 		$1.02M Sell
7,267
-333
-4% -$44.3K 0.03% 457
2024
Q2 		$1.01M Buy
7,600
+914
+14% +$126K 0.03% 433
2024
Q1 		$927K Buy
6,686
+862
+15% +$115K 0.04% 384
2023
Q4 		$761K Buy
+5,824
New +$727K 0.04% 386

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

Concurrent Investment Advisors's YUM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Yum! Brands (YUM) stake by 7.4% in Q2 2026, buying an estimated $115K and bringing the position to 10,814 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #765.

Concurrent Investment Advisors first reported a position in YUM in Q4 2023 and has held it in 11 quarters since. 1,431 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Concurrent Investment Advisors held 10,814 shares of Yum! Brands worth $1.73M as of Q2 2026.
  • Concurrent Investment Advisors bought 744 Yum! Brands shares in Q2 2026, an estimated $115K.
  • Yum! Brands made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #765 holding.
  • Concurrent Investment Advisors first reported a position in Yum! Brands in Q4 2023 and has held it in 11 quarters since.
  • 1,431 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.