Crewe Advisors’s Yum! Brands YUM Stock Holding History

Crewe Advisors’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 Q1	$250K	Sell	1,608 -128	-7%	-$20.3K	0.02%	191
2025 Q4	$263K	Buy	1,736 +12	+0.7%	+$1.78K	0.02%	184
2025 Q3	$262K	Buy	1,724 +19	+1%	+$2.8K	0.03%	181
2025 Q2	$253K	Buy	1,705 +3	+0.2%	+$438	0.04%	133
2025 Q1	$268K	Hold	1,702	–	–	0.04%	120
2024 Q4	$228K	Sell	1,702 -3	-0.2%	-$406	0.03%	135
2024 Q3	$238K	Buy	1,705 +3	+0.2%	+$399	0.03%	135
2024 Q2	$225K	Buy	1,702 +1,500	+743%	+$206K	0.03%	167
2024 Q1	$28K	Buy	+202	New	+$27K	﹤0.01%	445
2023 Q4	–	Sell	-95	Closed	-$11.9K	–	713
2023 Q3	$11.9K	Buy	95 +3	+3%	+$395	﹤0.01%	230
2023 Q2	$12.7K	Buy	92 +5	+6%	+$678	﹤0.01%	385
2023 Q1	$11.5K	Buy	87 +50	+135%	+$6.43K	﹤0.01%	525
2022 Q4	$4.74K	Sell	37 -33	-47%	-$4K	﹤0.01%	685
2022 Q3	$7K	Buy	70 +33	+89%	+$3.83K	﹤0.01%	781
2022 Q2	$4K	Buy	+37	New	+$4.3K	﹤0.01%	854
2020 Q4	–	Sell	-30	Closed	-$3K	–	658
2020 Q3	$3K	Buy	+30	New	+$2.77K	﹤0.01%	464

Other funds holding YUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return