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Confluence Wealth Services’s Yum! Brands YUM Stock Holding History

Confluence Wealth Services’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 		$985K Buy
6,160
+779
+14% +$121K 0.03% 232
2026
Q1 		$837K Buy
5,381
+6
+0.1% +$950 0.03% 212
2025
Q4 		$813K Buy
5,375
+5
+0.1% +$741 0.03% 210
2025
Q3 		$816K Buy
5,370
+6
+0.1% +$883 0.04% 200
2025
Q2 		$795K Buy
5,364
+6
+0.1% +$876 0.04% 197
2025
Q1 		$783K Sell
5,358
-21
-0.4% -$3.02K 0.05% 182
2024
Q4 		$683K Sell
5,379
-1
-0% -$135 0.04% 191
2024
Q3 		$752K Sell
5,380
-57
-1% -$7.58K 0.06% 183
2024
Q2 		$720K Buy
5,437
+151
+3% +$20.8K 0.06% 191
2024
Q1 		$733K Buy
5,286
+56
+1% +$7.48K 0.06% 169
2023
Q4 		$683K Sell
5,230
-102
-2% -$12.7K 0.07% 151
2023
Q3 		$666K Buy
5,332
+108
+2% +$14.2K 0.13% 124
2023
Q2 		$724K Buy
5,224
+11
+0.2% +$1.49K 0.15% 118
2023
Q1 		$689K Buy
5,213
+5
+0.1% +$643 0.16% 116
2022
Q4 		$667K Buy
5,208
+5
+0.1% +$606 0.17% 112
2022
Q3 		$553K Sell
5,203
-335
-6% -$38.9K 0.23% 120
2022
Q2 		$651K Buy
5,538
+26
+0.5% +$3.02K 0.29% 118
2022
Q1 		$653K Buy
5,512
+6
+0.1% +$739 0.24% 117
2021
Q4 		$764K Buy
+5,506
New +$704K 0.25% 99

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

Confluence Wealth Services's YUM Position: Q2 2026 in Review

Confluence Wealth Services increased its Yum! Brands (YUM) stake by 14% in Q2 2026, buying an estimated $121K and bringing the position to 6,160 shares worth $985K. The position accounts for 0.03% of the portfolio, ranked #232.

Confluence Wealth Services first reported a position in YUM in Q4 2021 and has held it in 19 quarters since. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Confluence Wealth Services held 6,160 shares of Yum! Brands worth $985K as of Q2 2026.
  • Confluence Wealth Services bought 779 Yum! Brands shares in Q2 2026, an estimated $121K.
  • Yum! Brands made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #232 holding.
  • Confluence Wealth Services first reported a position in Yum! Brands in Q4 2021 and has held it in 19 quarters since.
  • 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.