EWA
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EverSource Wealth Advisors’s Yum! Brands YUM Stock Holding History

EverSource Wealth 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
Q2 		$241K Sell
1,507
-419
-22% -$64.9K 0.01% 916
2026
Q1 		$300K Buy
1,926
+184
+11% +$29.1K 0.01% 847
2025
Q4 		$264K Buy
1,742
+9
+0.5% +$1.33K 0.01% 826
2025
Q3 		$263K Buy
1,733
+28
+2% +$4.12K 0.01% 781
2025
Q2 		$253K Buy
1,705
+522
+44% +$76.2K 0.01% 756
2025
Q1 		$186K Buy
1,183
+222
+23% +$32K 0.01% 689
2024
Q4 		$129K Buy
961
+30
+3% +$4.06K 0.01% 828
2024
Q3 		$130K Buy
931
+49
+6% +$6.51K 0.01% 704
2024
Q2 		$117K Sell
882
-553
-39% -$76.1K 0.01% 735
2024
Q1 		$203K Buy
1,435
+36
+3% +$4.81K 0.02% 483
2023
Q4 		$183K Buy
1,399
+161
+13% +$20.1K 0.02% 454
2023
Q3 		$155K Buy
1,238
+1
+0.1% +$132 0.02% 457
2023
Q2 		$171K Sell
1,237
-85
-6% -$11.5K 0.02% 440
2023
Q1 		$175K Buy
1,322
+57
+5% +$7.33K 0.02% 394
2022
Q4 		$162K Sell
1,265
-77
-6% -$9.33K 0.02% 383
2022
Q3 		$143K Buy
1,342
+30
+2% +$3.48K 0.03% 353
2022
Q2 		$149K Buy
1,312
+552
+73% +$64.2K 0.04% 299
2022
Q1 		$90K Buy
760
+540
+245% +$66.5K 0.02% 352
2021
Q4 		$30K Buy
+220
New +$28.1K 0.01% 538

Other funds holding YUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EverSource Wealth Advisors's YUM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Yum! Brands (YUM) stake by 22% in Q2 2026, selling an estimated $64.9K and leaving 1,507 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #916.

EverSource Wealth Advisors first reported a position in YUM in Q4 2021 and has held it in 19 quarters since. The position peaked at $300K in Q1 2026. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • EverSource Wealth Advisors held 1,507 shares of Yum! Brands worth $241K as of Q2 2026.
  • EverSource Wealth Advisors sold 419 Yum! Brands shares in Q2 2026, an estimated $64.9K.
  • Yum! Brands made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #916 holding.
  • EverSource Wealth Advisors first reported a position in Yum! Brands in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Yum! Brands position peaked at $300K in Q1 2026.
  • 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.