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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
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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return