EFS
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Essex Financial Services’s Yum! Brands YUM Stock Holding History

Essex Financial Services’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 		$1.11M Buy
7,112
+445
+7% +$70.5K 0.06% 261
2025
Q4 		$1.01M Buy
6,667
+66
+1% +$9.78K 0.06% 275
2025
Q3 		$1M Sell
6,601
-1,202
-15% -$177K 0.06% 263
2025
Q2 		$1.16M Sell
7,803
-2,321
-23% -$339K 0.08% 229
2025
Q1 		$1.59M Sell
10,124
-3
-0% -$432 0.11% 165
2024
Q4 		$1.36M Buy
10,127
+742
+8% +$100K 0.1% 184
2024
Q3 		$1.25M Sell
9,385
-625
-6% -$83.1K 0.09% 196
2024
Q2 		$1.37M Buy
10,010
+6,791
+211% +$935K 0.1% 187
2024
Q1 		$446K Buy
3,219
+85
+3% +$11.3K 0.04% 347
2023
Q4 		$410K Buy
3,134
+68
+2% +$8.49K 0.04% 339
2023
Q3 		$383K Buy
3,066
+2
+0.1% +$263 0.04% 330
2023
Q2 		$425K Sell
3,064
-48
-2% -$6.51K 0.05% 307
2023
Q1 		$411K Buy
3,112
+349
+13% +$44.9K 0.04% 323
2022
Q4 		$353K Sell
2,763
-21
-0.8% -$2.54K 0.04% 342
2022
Q3 		$296K Buy
2,784
+1
+0% +$116 0.04% 344
2022
Q2 		$316K Sell
2,783
-71
-2% -$8.25K 0.04% 344
2022
Q1 		$338K Buy
2,854
+42
+1% +$5.17K 0.03% 344
2021
Q4 		$391K Sell
2,812
-33
-1% -$4.22K 0.04% 320
2021
Q3 		$348K Buy
2,845
+977
+52% +$124K 0.04% 321
2021
Q2 		$202K Hold
1,868
– – 0.03% 442
2021
Q1 		$202K Sell
1,868
-565
-23% -$59.8K 0.04% 341
2020
Q4 		$264K Buy
+2,433
New +$248K 0.05% 261
2018
Q4 		– Sell
-5,480
Closed -$498K – 298
2018
Q3 		$498K Buy
5,480
+66
+1% +$5.51K 0.11% 161
2018
Q2 		$423K Buy
5,414
+1
+0% +$83 0.1% 175
2018
Q1 		$461K Hold
5,413
– – 0.09% 213
2017
Q4 		$442K Sell
5,413
-57
-1% -$4.51K 0.11% 171
2017
Q3 		$403K Sell
5,470
-712
-12% -$53.6K 0.1% 174
2017
Q2 		$454K Buy
6,182
+237
+4% +$16.5K 0.1% 203
2017
Q1 		$380K Sell
5,945
-216
-4% -$14.1K 0.09% 219
2016
Q4 		$390K Sell
6,161
-2,408
-28% -$151K 0.08% 214
2016
Q3 		$553K Buy
8,569
+302
+4% +$19.3K 0.13% 150
2016
Q2 		$493K Hold
8,267
– – 0.12% 168
2016
Q1 		$486K Buy
8,267
+2
+0% +$105 0.12% 171
2015
Q4 		$434K Buy
8,265
+53
+0.6% +$2.77K 0.1% 194
2015
Q3 		$472K Buy
8,212
+1
+0% +$61 0.12% 180
2015
Q2 		$532K Hold
8,211
– – 0.14% 175
2015
Q1 		$465K Buy
8,211
+1
+0% +$55 0.12% 191
2014
Q4 		$430K Sell
8,210
-115
-1% -$5.99K 0.11% 194
2014
Q3 		$431K Sell
8,325
-148
-2% -$7.88K 0.13% 180
2014
Q2 		$495K Sell
8,473
-966
-10% -$53.7K 0.15% 160
2014
Q1 		$512K Buy
9,439
+1
+0% +$53 0.17% 136
2013
Q4 		$513K Sell
9,438
-598
-6% -$30.8K 0.17% 129
2013
Q3 		$515 Buy
10,036
+160
+2% +$8.3K 0.16% 126
2013
Q2 		$492K Buy
+9,876
New +$489K 0.17% 132

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

Essex Financial Services's YUM Position: Q1 2026 in Review

Essex Financial Services increased its Yum! Brands (YUM) stake by 6.7% in Q1 2026, buying an estimated $70.5K and bringing the position to 7,112 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #261.

Essex Financial Services first reported a position in YUM in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.59M in Q1 2025. 1,434 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

  • Essex Financial Services held 7,112 shares of Yum! Brands worth $1.11M as of Q1 2026.
  • Essex Financial Services bought 445 Yum! Brands shares in Q1 2026, an estimated $70.5K.
  • Yum! Brands made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #261 holding.
  • Essex Financial Services first reported a position in Yum! Brands in Q2 2013 and has held it in 44 quarters since.
  • Essex Financial Services's Yum! Brands position peaked at $1.59M in Q1 2025.
  • 1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.