DA
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Dover Advisors’s Yum! Brands YUM Stock Holding History

Dover Advisors’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 		$255K Hold
1,641
– – 0.11% 148
2025
Q4 		$248K Sell
1,641
-100
-6% -$14.8K 0.1% 152
2025
Q3 		$265K Hold
1,741
– – 0.11% 143
2025
Q2 		$258K Sell
1,741
-100
-5% -$14.6K 0.11% 146
2025
Q1 		$290K Sell
1,841
-19
-1% -$2.74K 0.13% 136
2024
Q4 		$250K Hold
1,860
– – 0.14% 119
2024
Q3 		$260K Sell
1,860
-200
-10% -$26.6K 0.15% 116
2024
Q2 		$273K Sell
2,060
-223
-10% -$30.7K 0.17% 111
2024
Q1 		$317K Sell
2,283
-277
-11% -$37K 0.22% 96
2023
Q4 		$334K Hold
2,560
– – 0.44% 65
2023
Q3 		$320K Hold
2,560
– – 0.32% 80
2023
Q2 		$355K Hold
2,560
– – 0.31% 78
2023
Q1 		$338K Hold
2,560
– – 0.33% 75
2022
Q4 		$328K Buy
+2,560
New +$310K 0.35% 77

Other funds holding YUM

BlackRock
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
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return