Creative Planning
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Creative Planning’s Yum! Brands YUM Stock Holding History

Creative Planning’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
2017
Q2 		– Sell
-200
Closed -$1K – 4862
2017
Q1 		$1K Hold
200
– – ﹤0.01% 4519
2016
Q4 		$1K Buy
+200
New +$12.6K ﹤0.01% 4509

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's YUM Position: Q1 2026 in Review

Creative Planning increased its Yum! Brands (YUM) stake by 5.7% in Q1 2026, buying an estimated $1.26M and bringing the position to 146,316 shares worth $22.7M. The position accounts for 0.02% of the portfolio, ranked #389.

Creative Planning first reported a position in YUM in Q2 2013 and has held it in 52 quarters since. 1,434 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

  • Creative Planning held 146,316 shares of Yum! Brands worth $22.7M as of Q1 2026.
  • Creative Planning bought 7,950 Yum! Brands shares in Q1 2026, an estimated $1.26M.
  • Yum! Brands made up 0.02% of Creative Planning's portfolio in Q1 2026, its #389 holding.
  • Creative Planning first reported a position in Yum! Brands in Q2 2013 and has held it in 52 quarters since.
  • 1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.