CX Institutional
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CX Institutional’s Yum! Brands YUM Stock Holding History

CX Institutional’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
Q3 		$425K Sell
3,120
-112
-3% -$16.8K 0.01% 515
2026
Q2 		$517K Sell
3,232
-41
-1% -$6.35K 0.01% 469
2026
Q1 		$509K Buy
3,273
+14
+0.4% +$2.22K 0.02% 457
2025
Q4 		$493K Buy
3,259
+308
+10% +$45.6K 0.01% 424
2025
Q3 		$449K Buy
2,951
+171
+6% +$25.2K 0.01% 461
2025
Q2 		$412K Sell
2,780
-162
-6% -$23.7K 0.01% 418
2025
Q1 		$463K Buy
2,942
+413
+16% +$59.5K 0.02% 385
2024
Q4 		$339K Buy
2,529
+761
+43% +$103K 0.01% 416
2024
Q3 		$247K Buy
1,768
+52
+3% +$6.91K 0.01% 504
2024
Q2 		$227K Sell
1,716
-35
-2% -$4.82K 0.01% 511
2024
Q1 		$243K Buy
1,751
+88
+5% +$11.8K 0.01% 501
2023
Q4 		$217K Sell
1,663
-217
-12% -$27.1K 0.01% 474
2023
Q3 		$235K Sell
1,880
-156
-8% -$20.5K 0.01% 449
2023
Q2 		$282K Sell
2,036
-76
-4% -$10.3K 0.01% 441
2023
Q1 		$281K Sell
2,112
-28,737
-93% -$3.7M 0.01% 422
2022
Q4 		$3.95M Buy
+30,849
New +$3.74M 0.24% 114
2022
Q3 		– Sell
-705
Closed -$80K – 1148
2022
Q2 		$80K Buy
+705
New +$82K 0.01% 588
2021
Q4 		– Sell
-701
Closed -$86K – 922
2021
Q3 		$86K Buy
701
+44
+7% +$5.58K 0.01% 478
2021
Q2 		$76K Buy
657
+150
+30% +$17.7K 0.01% 490
2021
Q1 		$55K Buy
507
+107
+27% +$11.3K ﹤0.01% 471
2020
Q4 		$43K Buy
400
+26
+7% +$2.65K ﹤0.01% 468
2020
Q3 		$34K Buy
374
+163
+77% +$15K ﹤0.01% 453
2020
Q2 		$18K Buy
211
+105
+99% +$8.97K ﹤0.01% 469
2020
Q1 		$7K Sell
106
-1
-0.9% -$93 ﹤0.01% 518
2019
Q4 		$11K Buy
107
+15
+16% +$1.55K ﹤0.01% 428
2019
Q3 		$10K Buy
92
+7
+8% +$800 ﹤0.01% 464
2019
Q2 		$9K Buy
85
+12
+16% +$1.25K ﹤0.01% 515
2019
Q1 		$7K Sell
73
-38
-34% -$3.6K ﹤0.01% 506
2018
Q4 		$10K Buy
+111
New +$9.9K ﹤0.01% 355

Other funds holding YUM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional's YUM Position: Q3 2026 in Review

CX Institutional reduced its Yum! Brands (YUM) stake by 3.5% in Q3 2026, selling an estimated $16.8K and leaving 3,120 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #515.

CX Institutional first reported a position in YUM in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.95M in Q4 2022. 411 funds tracked by Wall St. Rank hold YUM as of Q3 2026.

  • CX Institutional held 3,120 shares of Yum! Brands worth $425K as of Q3 2026.
  • CX Institutional sold 112 Yum! Brands shares in Q3 2026, an estimated $16.8K.
  • Yum! Brands made up 0.01% of CX Institutional's portfolio in Q3 2026, its #515 holding.
  • CX Institutional first reported a position in Yum! Brands in Q4 2018 and has held it in 29 quarters since.
  • CX Institutional's Yum! Brands position peaked at $3.95M in Q4 2022.
  • 411 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.