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Evoke Wealth’s Yum! Brands YUM Stock Holding History

Evoke Wealth’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 		– Sell
-1,460
Closed -$221K – 767
2025
Q4 		$221K Buy
+1,460
New +$216K ﹤0.01% 609
2022
Q4 		– Sell
-40
Closed -$4K – 1166
2022
Q3 		$4K Hold
40
– – ﹤0.01% 947
2022
Q2 		$5K Sell
40
-8
-17% -$930 ﹤0.01% 909
2022
Q1 		$6K Sell
48
-172
-78% -$21.2K ﹤0.01% 883
2021
Q4 		$31K Hold
220
– – ﹤0.01% 604
2021
Q3 		$26K Sell
220
-15
-6% -$1.9K ﹤0.01% 599
2021
Q2 		$27K Sell
235
-31
-12% -$3.65K ﹤0.01% 603
2021
Q1 		$29K Buy
266
+241
+964% +$25.5K ﹤0.01% 529
2020
Q4 		$3K Hold
25
– – ﹤0.01% 847
2020
Q3 		$2K Sell
25
-43
-63% -$3.96K ﹤0.01% 874
2020
Q2 		$6K Sell
68
-39
-36% -$3.33K ﹤0.01% 646
2020
Q1 		$7.36K Sell
107
-311
-74% -$29K ﹤0.01% 552
2019
Q4 		$42.1K Buy
418
+196
+88% +$20.3K 0.01% 450
2019
Q3 		$25.2K Buy
+222
New +$25.4K ﹤0.01% 601

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evoke Wealth's YUM Position: Q1 2026 in Review

Evoke Wealth sold out of Yum! Brands (YUM) in Q1 2026, closing a stake of 1,460 shares — an estimated $221K sold.

Evoke Wealth first reported a position in YUM in Q3 2019 and held it in 14 quarters. The position peaked at $221K in Q4 2025. 1,444 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

  • Evoke Wealth reported no remaining Yum! Brands position as of Q1 2026 after selling out during the quarter.
  • Evoke Wealth sold 1,460 Yum! Brands shares in Q1 2026, an estimated $221K.
  • Evoke Wealth first reported a position in Yum! Brands in Q3 2019 and held it in 14 quarters.
  • Evoke Wealth's Yum! Brands position peaked at $221K in Q4 2025.
  • 1,444 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.