EWM
YUM icon

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

Empirical 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
Q1 		$781K Buy
5,022
+943
+23% +$149K 0.01% 413
2025
Q4 		$617K Buy
4,079
+713
+21% +$106K 0.01% 448
2025
Q3 		$512K Buy
3,366
+1,007
+43% +$148K 0.01% 471
2025
Q2 		$350K Sell
2,359
-164
-7% -$23.9K 0.01% 497
2025
Q1 		$397K Buy
+2,523
New +$363K 0.01% 450
2020
Q1 		– Sell
-3,663
Closed -$369K – 368
2019
Q4 		$369K Buy
3,663
+1,040
+40% +$108K 0.04% 227
2019
Q3 		$298K Buy
2,623
+471
+22% +$53.8K 0.04% 233
2019
Q2 		$238K Sell
2,152
-121
-5% -$12.6K 0.03% 232
2019
Q1 		$227K Buy
+2,273
New +$215K 0.03% 220

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