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Dogwood Wealth Management’s Yum! Brands YUM Stock Holding History

Dogwood Wealth Management’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
Q2 		$7.68K Sell
48
-26
-35% -$4.03K ﹤0.01% 439
2026
Q1 		$11.5K Buy
74
+34
+85% +$5.38K 0.01% 317
2025
Q4 		$6.02K Sell
40
-1
-2% -$148 ﹤0.01% 389
2025
Q3 		$6.19K Buy
41
+5
+14% +$736 ﹤0.01% 359
2025
Q2 		$5.36K Sell
36
-1
-3% -$146 ﹤0.01% 421
2025
Q1 		$5.9K Buy
37
+15
+68% +$2.16K ﹤0.01% 232
2024
Q4 		$3K Hold
22
– – ﹤0.01% 219
2024
Q3 		$3.12K Hold
22
– – ﹤0.01% 173
2024
Q2 		$2.94K Hold
22
– – ﹤0.01% 209
2024
Q1 		$3.06K Hold
22
– – ﹤0.01% 210
2023
Q4 		$2.88K Buy
+22
New +$2.75K ﹤0.01% 190

Other funds holding YUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dogwood Wealth Management's YUM Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Yum! Brands (YUM) stake by 35% in Q2 2026, selling an estimated $4.03K and leaving 48 shares worth $7.68K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Dogwood Wealth Management first reported a position in YUM in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.5K in Q1 2026. 1,438 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Dogwood Wealth Management held 48 shares of Yum! Brands worth $7.68K as of Q2 2026.
  • Dogwood Wealth Management sold 26 Yum! Brands shares in Q2 2026, an estimated $4.03K.
  • Yum! Brands made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #439 holding.
  • Dogwood Wealth Management first reported a position in Yum! Brands in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Yum! Brands position peaked at $11.5K in Q1 2026.
  • 1,438 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.