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Everhart Financial Group’s Yum! Brands YUM Stock Holding History

Everhart Financial Group’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 		$289K Sell
1,810
-88
-5% -$13.6K 0.02% 380
2026
Q1 		$295K Buy
1,898
+385
+25% +$61K 0.03% 359
2025
Q4 		$229K Sell
1,513
-82
-5% -$12.1K 0.02% 383
2025
Q3 		$242K Buy
+1,595
New +$235K 0.02% 346

Other funds holding YUM

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Everhart Financial Group's YUM Position: Q2 2026 in Review

Everhart Financial Group reduced its Yum! Brands (YUM) stake by 4.6% in Q2 2026, selling an estimated $13.6K and leaving 1,810 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #380.

Everhart Financial Group first reported a position in YUM in Q3 2025 and has held it in 4 quarters since. The position peaked at $295K in Q1 2026. 283 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Everhart Financial Group held 1,810 shares of Yum! Brands worth $289K as of Q2 2026.
  • Everhart Financial Group sold 88 Yum! Brands shares in Q2 2026, an estimated $13.6K.
  • Yum! Brands made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #380 holding.
  • Everhart Financial Group first reported a position in Yum! Brands in Q3 2025 and has held it in 4 quarters since.
  • Everhart Financial Group's Yum! Brands position peaked at $295K in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.