Creative Planning’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.7M | Sell |
142,118
-4,198
| -3% | -$650K | 0.01% | 462 |
|
|
2026
Q1 | $22.7M | Buy |
146,316
+7,950
| +6% | +$1.26M | 0.02% | 389 |
|
|
2025
Q4 | $20.9M | Buy |
138,366
+17,399
| +14% | +$2.58M | 0.02% | 374 |
|
|
2025
Q3 | $18.4M | Buy |
120,967
+9,823
| +9% | +$1.45M | 0.01% | 381 |
|
|
2025
Q2 | $16.5M | Buy |
111,144
+4,672
| +4% | +$682K | 0.01% | 383 |
|
|
2025
Q1 | $16.8M | Buy |
106,472
+8,724
| +9% | +$1.26M | 0.02% | 359 |
|
|
2024
Q4 | $13.1M | Buy |
97,748
+10,090
| +12% | +$1.36M | 0.01% | 381 |
|
|
2024
Q3 | $12.2M | Sell |
87,658
-6,917
| -7% | -$920K | 0.01% | 385 |
|
|
2024
Q2 | $12.5M | Buy |
94,575
+2,803
| +3% | +$386K | 0.01% | 358 |
|
|
2024
Q1 | $12.7M | Buy |
91,772
+25
| +0% | +$3.34K | 0.01% | 353 |
|
|
2023
Q4 | $12M | Buy |
91,747
+2,405
| +3% | +$300K | 0.02% | 346 |
|
|
2023
Q3 | $11.2M | Buy |
89,342
+9,288
| +12% | +$1.22M | 0.01% | 335 |
|
|
2023
Q2 | $11.1M | Buy |
80,054
+4,013
| +5% | +$544K | 0.01% | 327 |
|
|
2023
Q1 | $10M | Sell |
76,041
-1,061
| -1% | -$137K | 0.01% | 339 |
|
|
2022
Q4 | $9.88M | Buy |
77,102
+5,219
| +7% | +$632K | 0.01% | 340 |
|
|
2022
Q3 | $7.64M | Buy |
71,883
+3,464
| +5% | +$402K | 0.01% | 355 |
|
|
2022
Q2 | $7.77M | Buy |
68,419
+1,140
| +2% | +$133K | 0.01% | 366 |
|
|
2022
Q1 | $7.97M | Buy |
67,279
+3,536
| +6% | +$436K | 0.01% | 356 |
|
|
2021
Q4 | $8.85M | Buy |
63,743
+371
| +0.6% | +$47.5K | 0.01% | 307 |
|
|
2021
Q3 | $7.75M | Buy |
63,372
+5,852
| +10% | +$742K | 0.01% | 314 |
|
|
2021
Q2 | $6.62M | Sell |
57,520
-108,858
| -65% | -$12.8M | 0.01% | 338 |
|
|
2021
Q1 | $18M | Sell |
166,378
-238
| -0.1% | -$25.2K | 0.04% | 186 |
|
|
2020
Q4 | $18.1M | Sell |
166,616
-1,123
| -0.7% | -$115K | 0.04% | 172 |
|
|
2020
Q3 | $15.3M | Buy |
167,739
+3,510
| +2% | +$324K | 0.04% | 165 |
|
|
2020
Q2 | $14.3M | Sell |
164,229
-11,042
| -6% | -$943K | 0.04% | 155 |
|
|
2020
Q1 | $12M | Buy |
175,271
+1,170
| +0.7% | +$109K | 0.04% | 147 |
|
|
2019
Q4 | $17.5M | Sell |
174,101
-1,650
| -0.9% | -$171K | 0.05% | 136 |
|
|
2019
Q3 | $19.9M | Buy |
175,751
+337
| +0.2% | +$38.5K | 0.06% | 117 |
|
|
2019
Q2 | $19.4M | Sell |
175,414
-303
| -0.2% | -$31.5K | 0.07% | 118 |
|
|
2019
Q1 | $17.5M | Sell |
175,717
-3,708
| -2% | -$351K | 0.06% | 114 |
|
|
2018
Q4 | $16.5M | Buy |
179,425
+5,963
| +3% | +$533K | 0.07% | 106 |
|
|
2018
Q3 | $15.8M | Buy |
173,462
+4,183
| +2% | +$349K | 0.06% | 126 |
|
|
2018
Q2 | $13.2M | Buy |
169,279
+428
| +0.3% | +$35.7K | 0.05% | 130 |
|
|
2018
Q1 | $14.4M | Sell |
168,851
-951
| -0.6% | -$78K | 0.06% | 118 |
|
|
2017
Q4 | $13.9M | Buy |
169,802
+2,086
| +1% | +$165K | 0.06% | 120 |
|
|
2017
Q3 | $12.3M | Buy |
167,716
+1,541
| +0.9% | +$116K | 0.06% | 125 |
|
|
2017
Q2 | $12.3M | Sell |
166,175
-1,051
| -0.6% | -$73.1K | 0.06% | 119 |
|
|
2017
Q1 | $10.7M | Sell |
167,226
-967
| -0.6% | -$63K | 0.06% | 124 |
|
|
2016
Q4 | $10.7M | Sell |
168,193
-79,846
| -32% | -$5.02M | 0.06% | 116 |
|
|
2016
Q3 | $16.2M | Buy |
248,039
+158,596
| +177% | +$10.1M | 0.1% | 91 |
|
|
2016
Q2 | $5.33M | Buy |
89,443
+4,122
| +5% | +$243K | 0.04% | 165 |
|
|
2016
Q1 | $5.02M | Sell |
85,321
-11,751
| -12% | -$617K | 0.04% | 161 |
|
|
2015
Q4 | $5.1M | Buy |
97,072
+7,019
| +8% | +$367K | 0.04% | 159 |
|
|
2015
Q3 | $5.18M | Sell |
90,053
-3,643
| -4% | -$220K | 0.05% | 160 |
|
|
2015
Q2 | $6.07M | Buy |
93,696
+2,389
| +3% | +$151K | 0.06% | 133 |
|
|
2015
Q1 | $5.17M | Sell |
91,307
-2,928
| -3% | -$160K | 0.05% | 144 |
|
|
2014
Q4 | $4.93M | Buy |
94,235
+10,721
| +13% | +$558K | 0.05% | 146 |
|
|
2014
Q3 | $4.32M | Buy |
83,514
+15
| +0% | +$798 | 0.05% | 144 |
|
|
2014
Q2 | $4.87M | Buy |
83,499
+2,109
| +3% | +$117K | 0.06% | 124 |
|
|
2014
Q1 | $4.41M | Sell |
81,390
-27,788
| -25% | -$1.46M | 0.07% | 114 |
|
|
2013
Q4 | $5.93M | Buy |
109,178
+31,634
| +41% | +$1.63M | 0.1% | 90 |
|
|
2013
Q3 | $3.98M | Buy |
77,544
+5,607
| +8% | +$291K | 0.08% | 95 |
|
|
2013
Q2 | $3.59M | Buy |
+71,937
| New | +$3.56M | 0.08% | 92 |
|
Other funds holding YUM
Creative Planning's YUM Position: Q2 2026 in Review
Creative Planning reduced its Yum! Brands (YUM) stake by 2.9% in Q2 2026, selling an estimated $650K and leaving 142,118 shares worth $22.7M. The position accounts for 0.01% of the portfolio, ranked #462.
Creative Planning first reported a position in YUM in Q2 2013 and has held it in 53 quarters since. The position peaked at $22.7M in Q1 2026. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.
- Creative Planning held 142,118 shares of Yum! Brands worth $22.7M as of Q2 2026.
- Creative Planning sold 4,198 Yum! Brands shares in Q2 2026, an estimated $650K.
- Yum! Brands made up 0.01% of Creative Planning's portfolio in Q2 2026, its #462 holding.
- Creative Planning first reported a position in Yum! Brands in Q2 2013 and has held it in 53 quarters since.
- Creative Planning's Yum! Brands position peaked at $22.7M in Q1 2026.
- 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.