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 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

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