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Crestwood Advisors Group’s Yum! Brands YUM Stock Holding History

Crestwood Advisors Group’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 		$819K Sell
5,121
-30
-0.6% -$4.65K 0.01% 356
2026
Q1 		$801K Buy
5,151
+752
+17% +$119K 0.01% 331
2025
Q4 		$666K Buy
4,399
+195
+5% +$28.9K 0.01% 342
2025
Q3 		$639K Buy
4,204
+167
+4% +$24.6K 0.01% 330
2025
Q2 		$598K Buy
4,037
+83
+2% +$12.1K 0.01% 324
2025
Q1 		$622K Buy
3,954
+722
+22% +$104K 0.01% 319
2024
Q4 		$434K Buy
3,232
+1,033
+47% +$140K 0.01% 326
2024
Q3 		$307K Buy
2,199
+156
+8% +$20.7K 0.01% 362
2024
Q2 		$271K Buy
+2,043
New +$281K 0.01% 367
2023
Q1 		– Sell
-4,542
Closed -$582K – 275
2022
Q4 		$582K Hold
4,542
– – 0.02% 175
2022
Q3 		$483K Hold
4,542
– – 0.02% 195
2022
Q2 		$516K Sell
4,542
-5
-0.1% -$581 0.02% 192
2022
Q1 		$539K Buy
4,547
+5
+0.1% +$616 0.02% 198
2021
Q4 		$631K Hold
4,542
– – 0.02% 193
2021
Q3 		$556K Hold
4,542
– – 0.02% 193
2021
Q2 		$522K Sell
4,542
-5
-0.1% -$589 0.02% 197
2021
Q1 		$492K Buy
4,547
+1
+0% +$106 0.02% 195
2020
Q4 		$494K Buy
4,546
+4
+0.1% +$408 0.02% 191
2020
Q3 		$415K Sell
4,542
-16
-0.4% -$1.48K 0.02% 177
2020
Q2 		$396K Buy
4,558
+416
+10% +$35.5K 0.02% 177
2020
Q1 		$284K Hold
4,142
– – 0.01% 189
2019
Q4 		$417K Hold
4,142
– – 0.02% 183
2019
Q3 		$470K Hold
4,142
– – 0.02% 172
2019
Q2 		$458K Buy
+4,142
New +$430K 0.02% 174
2017
Q2 		– Sell
-710
Closed -$47K – 446
2017
Q1 		$47K Buy
+710
New +$46.2K ﹤0.01% 270

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

Crestwood Advisors Group's YUM Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Yum! Brands (YUM) stake by 0.58% in Q2 2026, selling an estimated $4.65K and leaving 5,121 shares worth $819K. The position accounts for 0.01% of the portfolio, ranked #356.

Crestwood Advisors Group first reported a position in YUM in Q1 2017 and has held it in 25 quarters since. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Crestwood Advisors Group held 5,121 shares of Yum! Brands worth $819K as of Q2 2026.
  • Crestwood Advisors Group sold 30 Yum! Brands shares in Q2 2026, an estimated $4.65K.
  • Yum! Brands made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #356 holding.
  • Crestwood Advisors Group first reported a position in Yum! Brands in Q1 2017 and has held it in 25 quarters since.
  • 1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.