Fiduciary Group’s Yum! Brands YUM Stock Holding History

Fiduciary 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 Q1	$280K	Buy	1,798 +214	+14%	+$33.9K	0.02%	268
2025 Q4	$240K	Hold	1,584	–	–	0.02%	274
2025 Q3	$241K	Hold	1,584	–	–	0.02%	270
2025 Q2	$235K	Hold	1,584	–	–	0.02%	267
2025 Q1	$249K	Hold	1,584	–	–	0.03%	250
2024 Q4	$213K	Hold	1,584	–	–	0.02%	258
2024 Q3	$221K	Hold	1,584	–	–	0.02%	262
2024 Q2	$210K	Buy	1,584 +40	+3%	+$5.51K	0.02%	266
2024 Q1	$214K	Hold	1,544	–	–	0.02%	260
2023 Q4	$202K	Buy	+1,544	New	+$193K	0.02%	254
2023 Q3	–	Sell	-1,544	Closed	-$214K	–	246
2023 Q2	$214K	Buy	+1,544	New	+$209K	0.03%	228
2016 Q1	–	Sell	-14,836	Closed	-$779K	–	182
2015 Q4	$779K	Sell	14,836 -8,604	-37%	-$449K	0.23%	96
2015 Q3	$1.35M	Sell	23,440 -2,868	-11%	-$174K	0.45%	74
2015 Q2	$1.7M	Buy	+26,308	New	+$1.67M	0.54%	66

Other funds holding YUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return