Daymark Wealth Partners
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Daymark Wealth Partners’s Yum! Brands YUM Stock Holding History

Daymark Wealth Partners’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 		$573K Buy
4,205
+170
+4% +$25.4K 0.01% 483
2026
Q2 		$645K Buy
4,035
+124
+3% +$19.2K 0.02% 418
2026
Q1 		$608K Buy
3,911
+132
+3% +$20.9K 0.02% 372
2025
Q4 		$572K Buy
3,779
+92
+2% +$13.6K 0.02% 364
2025
Q3 		$560K Sell
3,687
-115
-3% -$16.9K 0.02% 360
2025
Q2 		$563K Buy
3,802
+97
+3% +$14.2K 0.02% 330
2025
Q1 		$583K Buy
3,705
+112
+3% +$16.1K 0.03% 310
2024
Q4 		$482K Sell
3,593
-261
-7% -$35.3K 0.02% 326
2024
Q3 		$538K Sell
3,854
-94
-2% -$12.5K 0.02% 324
2024
Q2 		$523K Buy
3,948
+759
+24% +$104K 0.02% 313
2024
Q1 		$442K Sell
3,189
-28
-0.9% -$3.74K 0.02% 278
2023
Q4 		$420K Buy
3,217
+28
+0.9% +$3.5K 0.03% 272
2023
Q3 		$398K Hold
3,189
– – 0.03% 264
2023
Q2 		$442K Buy
3,189
+433
+16% +$58.7K 0.03% 251
2023
Q1 		$364K Buy
2,756
+151
+6% +$19.4K 0.05% 216
2022
Q4 		$334K Buy
+2,605
New +$316K 0.06% 174

Other funds holding YUM

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Daymark Wealth Partners's YUM Position: Q3 2026 in Review

Daymark Wealth Partners increased its Yum! Brands (YUM) stake by 4.2% in Q3 2026, buying an estimated $25.4K and bringing the position to 4,205 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #483.

Daymark Wealth Partners first reported a position in YUM in Q4 2022 and has held it in 16 quarters since. The position peaked at $645K in Q2 2026. 1,078 funds tracked by Wall St. Rank hold YUM as of Q3 2026.

  • Daymark Wealth Partners held 4,205 shares of Yum! Brands worth $573K as of Q3 2026.
  • Daymark Wealth Partners bought 170 Yum! Brands shares in Q3 2026, an estimated $25.4K.
  • Yum! Brands made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #483 holding.
  • Daymark Wealth Partners first reported a position in Yum! Brands in Q4 2022 and has held it in 16 quarters since.
  • Daymark Wealth Partners's Yum! Brands position peaked at $645K in Q2 2026.
  • 1,078 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.