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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return