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Edgestream Partners’s Yum! Brands YUM Stock Holding History

Edgestream 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 		$371K Buy
+2,387
New +$378K 0.01% 777
2025
Q2 		– Sell
-1,364
Closed -$215K – 1099
2025
Q1 		$215K Buy
+1,364
New +$196K 0.01% 801
2024
Q3 		– Sell
-1,819
Closed -$241K – 1115
2024
Q2 		$241K Buy
+1,819
New +$250K 0.01% 778
2023
Q1 		– Sell
-1,589
Closed -$204K – 678
2022
Q4 		$204K Buy
+1,589
New +$192K 0.02% 481
2022
Q2 		– Sell
-2,968
Closed -$352K – 651
2022
Q1 		$352K Buy
+2,968
New +$366K 0.03% 464
2021
Q3 		– Sell
-1,855
Closed -$213K – 589
2021
Q2 		$213K Buy
+1,855
New +$219K 0.01% 423
2020
Q3 		– Sell
-97,999
Closed -$8.52M – 373
2020
Q2 		$8.52M Buy
97,999
+23,307
+31% +$1.99M 0.45% 62
2020
Q1 		$5.12M Sell
74,692
-70,095
-48% -$6.54M 0.47% 67
2019
Q4 		$14.6M Buy
144,787
+123,143
+569% +$12.8M 0.76% 38
2019
Q3 		$2.46M Buy
+21,644
New +$2.47M 0.23% 126
2018
Q4 		– Sell
-2,664
Closed -$242K – 311
2018
Q3 		$242K Sell
2,664
-4,137
-61% -$345K 0.04% 236
2018
Q2 		$532K Sell
6,801
-6,860
-50% -$572K 0.11% 195
2018
Q1 		$1.16M Buy
13,661
+9,596
+236% +$787K 0.23% 129
2017
Q4 		$332K Sell
4,065
-9,837
-71% -$778K 0.4% 64
2017
Q3 		$1.02M Sell
13,902
-11,936
-46% -$898K 0.55% 41
2017
Q2 		$1.91M Buy
25,838
+11,277
+77% +$785K 0.72% 28
2017
Q1 		$930K Sell
14,561
-61
-0.4% -$3.97K 0.41% 53
2016
Q4 		$926K Buy
+14,622
New +$918K 1.92% 12

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $1.02T AUM 30.18% 1-Year Est. Return

Edgestream Partners's YUM Position: Q1 2026 in Review

Edgestream Partners opened a new position in Yum! Brands (YUM) in Q1 2026: 2,387 shares worth $371K. The stake represents 0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in YUM as recently as Q1 2025.

Edgestream Partners first reported a position in YUM in Q4 2016 and has held it in 18 quarters since. The position peaked at $14.6M in Q4 2019. 1,433 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

  • Edgestream Partners held 2,387 shares of Yum! Brands worth $371K as of Q1 2026.
  • Yum! Brands was a new Edgestream Partners position in Q1 2026.
  • Yum! Brands made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #777 holding.
  • Edgestream Partners first reported a position in Yum! Brands in Q4 2016 and has held it in 18 quarters since.
  • Edgestream Partners's Yum! Brands position peaked at $14.6M in Q4 2019.
  • 1,433 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.