Cullinan Associates’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 | $3.73M | Sell |
23,306
-1,250
| -5% | -$194K | 0.28% | 73 |
|
|
2026
Q1 | $3.82M | Sell |
24,556
-7,839
| -24% | -$1.24M | 0.31% | 65 |
|
|
2025
Q4 | $4.9M | Buy |
32,395
+200
| +0.6% | +$29.6K | 0.33% | 62 |
|
|
2025
Q3 | $4.89M | Buy |
32,195
+384
| +1% | +$56.5K | 0.32% | 65 |
|
|
2025
Q2 | $4.71M | Buy |
31,811
+507
| +2% | +$74K | 0.31% | 64 |
|
|
2025
Q1 | $4.93M | Buy |
31,304
+1,467
| +5% | +$211K | 0.35% | 61 |
|
|
2024
Q4 | $4M | Sell |
29,837
-12,883
| -30% | -$1.74M | 0.26% | 79 |
|
|
2024
Q3 | $5.73M | Sell |
42,720
-8,145
| -16% | -$1.08M | 0.32% | 62 |
|
|
2024
Q2 | $6.74M | Buy |
50,865
+2,503
| +5% | +$345K | 0.38% | 59 |
|
|
2024
Q1 | $6.71M | Buy |
48,362
+766
| +2% | +$102K | 0.38% | 61 |
|
|
2023
Q4 | $6.22M | Sell |
47,596
-11,510
| -19% | -$1.44M | 0.35% | 66 |
|
|
2023
Q3 | $7.38M | Sell |
59,106
-3,471
| -6% | -$457K | 0.43% | 56 |
|
|
2023
Q2 | $8.67M | Sell |
62,577
-16,196
| -21% | -$2.2M | 0.48% | 57 |
|
|
2023
Q1 | $10.4M | Sell |
78,773
-3,795
| -5% | -$488K | 0.61% | 49 |
|
|
2022
Q4 | $10.6M | Sell |
82,568
-8,105
| -9% | -$982K | 0.59% | 40 |
|
|
2022
Q3 | $9.64M | Sell |
90,673
-553
| -0.6% | -$64.2K | 0.61% | 46 |
|
|
2022
Q2 | $10.4M | Sell |
91,226
-2,468
| -3% | -$287K | 0.63% | 46 |
|
|
2022
Q1 | $11.1M | Buy |
93,694
+1,620
| +2% | +$200K | 0.58% | 49 |
|
|
2021
Q4 | $12.8M | Buy |
92,074
+49,404
| +116% | +$6.32M | 0.65% | 44 |
|
|
2021
Q3 | $5.22M | Sell |
42,670
-23,950
| -36% | -$3.04M | 0.29% | 86 |
|
|
2021
Q2 | $7.66M | Sell |
66,620
-60
| -0.1% | -$7.07K | 0.43% | 71 |
|
|
2021
Q1 | $7.21M | Buy |
66,680
+430
| +0.6% | +$45.5K | 0.42% | 71 |
|
|
2020
Q4 | $7.19M | Buy |
66,250
+1,680
| +3% | +$171K | 0.43% | 67 |
|
|
2020
Q3 | $5.89M | Buy |
64,570
+6,672
| +12% | +$615K | 0.38% | 71 |
|
|
2020
Q2 | $5.03M | Buy |
57,898
+4,775
| +9% | +$408K | 0.35% | 78 |
|
|
2020
Q1 | $3.64M | Sell |
53,123
-10,065
| -16% | -$939K | 0.3% | 86 |
|
|
2019
Q4 | $6.37M | Sell |
63,188
-13,997
| -18% | -$1.45M | 0.43% | 68 |
|
|
2019
Q3 | $8.76M | Sell |
77,185
-8,800
| -10% | -$1.01M | 0.62% | 47 |
|
|
2019
Q2 | $9.52M | Sell |
85,985
-12,200
| -12% | -$1.27M | 0.69% | 36 |
|
|
2019
Q1 | $9.8M | Buy |
98,185
+395
| +0.4% | +$37.4K | 0.74% | 34 |
|
|
2018
Q4 | $8.99M | Buy |
97,790
+1,610
| +2% | +$144K | 0.74% | 30 |
|
|
2018
Q3 | $8.74M | Buy |
96,180
+15,990
| +20% | +$1.33M | 0.63% | 40 |
|
|
2018
Q2 | $6.27M | Sell |
80,190
-2,070
| -3% | -$173K | 0.48% | 60 |
|
|
2018
Q1 | $7M | Sell |
82,260
-11,050
| -12% | -$906K | 0.53% | 45 |
|
|
2017
Q4 | $7.62M | Buy |
93,310
+7,630
| +9% | +$604K | 0.56% | 43 |
|
|
2017
Q3 | $6.31M | Sell |
85,680
-1,750
| -2% | -$132K | 0.49% | 57 |
|
|
2017
Q2 | $6.45M | Buy |
87,430
+16,860
| +24% | +$1.17M | 0.5% | 54 |
|
|
2017
Q1 | $4.51M | Buy |
70,570
+4,100
| +6% | +$267K | 0.37% | 71 |
|
|
2016
Q4 | $4.21M | Sell |
66,470
-26,936
| -29% | -$1.69M | 0.36% | 78 |
|
|
2016
Q3 | $6.1M | Buy |
93,406
+4,173
| +5% | +$266K | 0.52% | 51 |
|
|
2016
Q2 | $5.32M | Buy |
89,233
+320
| +0.4% | +$18.9K | 0.43% | 62 |
|
|
2016
Q1 | $5.23M | Buy |
88,913
+557
| +0.6% | +$29.2K | 0.45% | 61 |
|
|
2015
Q4 | $4.64M | Buy |
88,356
+26,248
| +42% | +$1.37M | 0.4% | 67 |
|
|
2015
Q3 | $3.57M | Sell |
62,108
-11,685
| -16% | -$707K | 0.33% | 70 |
|
|
2015
Q2 | $4.78M | Sell |
73,793
-765
| -1% | -$48.5K | 0.39% | 60 |
|
|
2015
Q1 | $4.22M | Buy |
+74,558
| New | +$4.07M | 0.33% | 67 |
|
Other funds holding YUM
Cullinan Associates's YUM Position: Q2 2026 in Review
Cullinan Associates reduced its Yum! Brands (YUM) stake by 5.1% in Q2 2026, selling an estimated $194K and leaving 23,306 shares worth $3.73M. The position accounts for 0.28% of the portfolio, ranked #73.
Cullinan Associates first reported a position in YUM in Q1 2015 and has held it in 46 quarters since. The position peaked at $12.8M in Q4 2021. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.
- Cullinan Associates held 23,306 shares of Yum! Brands worth $3.73M as of Q2 2026.
- Cullinan Associates sold 1,250 Yum! Brands shares in Q2 2026, an estimated $194K.
- Yum! Brands made up 0.28% of Cullinan Associates's portfolio in Q2 2026, its #73 holding.
- Cullinan Associates first reported a position in Yum! Brands in Q1 2015 and has held it in 46 quarters since.
- Cullinan Associates's Yum! Brands position peaked at $12.8M in Q4 2021.
- 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.
Based on Cullinan Associates's 13F filing for Q2 2026, filed 29 Jul 2026.