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Fiduciary Alliance’s Yum! Brands YUM Stock Holding History

Fiduciary Alliance’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 		$424K Sell
2,621
-2
-0.1% -$317 0.03% 393
2025
Q4 		$397K Sell
2,623
-32
-1% -$4.74K 0.03% 372
2025
Q3 		$404K Buy
2,655
+6
+0.2% +$883 0.03% 370
2025
Q2 		$393K Buy
2,649
+243
+10% +$35.5K 0.03% 350
2025
Q1 		$379K Hold
2,406
– – 0.04% 288
2024
Q4 		$323K Hold
2,406
– – 0.03% 281
2024
Q3 		$336K Hold
2,406
– – 0.04% 195
2024
Q2 		$313K Buy
2,406
+198
+9% +$27.3K 0.05% 162
2024
Q1 		$310K Hold
2,208
– – 0.05% 153
2023
Q4 		$288K Hold
2,208
– – 0.06% 150
2023
Q3 		$276K Buy
+2,208
New +$290K 0.06% 144

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