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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.29M Buy
15,486
+2,238
+17% +$327K 0.02% 532
2025
Q1
$2.08M Buy
13,248
+9,860
+291% +$1.42M 0.03% 486
2024
Q4
$455K Buy
3,388
+1,650
+95% +$223K 0.01% 660
2024
Q3
$243K Buy
+1,738
New +$231K ﹤0.01% 780

Other funds holding YUM

Congress Wealth Management's YUM Position: Q2 2025 in Review

Congress Wealth Management increased its Yum! Brands (YUM) stake by 17% in Q2 2025, buying an estimated $327K and bringing the position to 15,486 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #532.

Congress Wealth Management first reported a position in YUM in Q3 2024 and has held it in 4 quarters since. 1,340 funds tracked by Wall St. Rank hold YUM as of Q2 2025.

  • Congress Wealth Management held 15,486 shares of Yum! Brands worth $2.29M as of Q2 2025.
  • Congress Wealth Management bought 2,238 Yum! Brands shares in Q2 2025, an estimated $327K.
  • Yum! Brands made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #532 holding.
  • Congress Wealth Management first reported a position in Yum! Brands in Q3 2024 and has held it in 4 quarters since.
  • 1,340 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.