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CreativeOne Wealth’s Yum! Brands YUM Stock Holding History

CreativeOne Wealth’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 		$567K Sell
3,548
-3,945
-53% -$611K 0.01% 757
2026
Q1 		$1.16M Sell
7,493
-2,125
-22% -$337K 0.03% 518
2025
Q4 		$1.46M Buy
9,618
+221
+2% +$32.7K 0.04% 418
2025
Q3 		$1.43M Buy
9,397
+58
+0.6% +$8.54K 0.03% 422
2025
Q2 		$1.38M Buy
9,339
+162
+2% +$23.7K 0.04% 443
2025
Q1 		$1.44M Buy
9,177
+76
+0.8% +$10.9K 0.04% 380
2024
Q4 		$1.22M Buy
9,101
+321
+4% +$43.4K 0.04% 413
2024
Q3 		$1.23M Buy
+8,780
New +$1.17M 0.04% 381
2024
Q2 		– Sell
-8,974
Closed -$1.24M – 935
2024
Q1 		$1.24M Buy
+8,974
New +$1.2M 0.05% 330
2023
Q3 		– Sell
-8,859
Closed -$1.23M – 847
2023
Q2 		$1.23M Buy
8,859
+42
+0.5% +$5.69K 0.06% 293
2023
Q1 		$1.16M Buy
8,817
+40
+0.5% +$5.15K 0.06% 279
2022
Q4 		$1.13M Buy
8,777
+19
+0.2% +$2.3K 0.06% 269
2022
Q3 		$931K Buy
8,758
+66
+0.8% +$7.66K 0.06% 276
2022
Q2 		$987K Sell
8,692
-207
-2% -$24.1K 0.05% 261
2022
Q1 		$1.05M Sell
8,899
-18
-0.2% -$2.22K 0.05% 266
2021
Q4 		$1.24M Sell
8,917
-323
-3% -$41.3K 0.06% 259
2021
Q3 		$1.13M Buy
9,240
+351
+4% +$44.5K 0.07% 249
2021
Q2 		$1.02M Buy
8,889
+316
+4% +$37.3K 0.06% 254
2021
Q1 		$928K Buy
8,573
+1,068
+14% +$113K 0.07% 220
2020
Q4 		$815K Buy
+7,505
New +$766K 0.07% 207

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

CreativeOne Wealth's YUM Position: Q2 2026 in Review

CreativeOne Wealth reduced its Yum! Brands (YUM) stake by 53% in Q2 2026, selling an estimated $611K and leaving 3,548 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #757.

CreativeOne Wealth first reported a position in YUM in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.46M in Q4 2025. 1,431 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • CreativeOne Wealth held 3,548 shares of Yum! Brands worth $567K as of Q2 2026.
  • CreativeOne Wealth sold 3,945 Yum! Brands shares in Q2 2026, an estimated $611K.
  • Yum! Brands made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #757 holding.
  • CreativeOne Wealth first reported a position in Yum! Brands in Q4 2020 and has held it in 20 quarters since.
  • CreativeOne Wealth's Yum! Brands position peaked at $1.46M in Q4 2025.
  • 1,431 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.