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Forum Financial Management’s Yum! Brands YUM Stock Holding History

Forum Financial Management’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 		$214K Buy
+1,337
New +$207K ﹤0.01% 321
2026
Q1 		– Sell
-3,077
Closed -$465K – 1004
2025
Q4 		$465K Buy
3,077
+1
+0% +$148 0.01% 512
2025
Q3 		$468K Sell
3,076
-187
-6% -$27.5K 0.01% 489
2025
Q2 		$484K Buy
3,263
+189
+6% +$27.6K 0.01% 429
2025
Q1 		$484K Sell
3,074
-27
-0.9% -$3.89K 0.01% 388
2024
Q4 		$416K Sell
3,101
-924
-23% -$125K 0.01% 459
2024
Q3 		$562K Buy
4,025
+3
+0.1% +$399 0.01% 299
2024
Q2 		$533K Sell
4,022
-160
-4% -$22K 0.01% 290
2024
Q1 		$580K Sell
4,182
-138
-3% -$18.4K 0.01% 282
2023
Q4 		$564K Buy
4,320
+952
+28% +$119K 0.01% 263
2023
Q3 		$421K Sell
3,368
-4
-0.1% -$526 0.01% 329
2023
Q2 		$467K Buy
3,372
+448
+15% +$60.7K 0.01% 311
2023
Q1 		$386K Buy
2,924
+48
+2% +$6.18K 0.01% 326
2022
Q4 		$368K Sell
2,876
-39
-1% -$4.72K 0.01% 334
2022
Q3 		$310K Sell
2,915
-131
-4% -$15.2K 0.01% 333
2022
Q2 		$346K Buy
3,046
+37
+1% +$4.3K 0.02% 313
2022
Q1 		$356K Buy
3,009
+264
+10% +$32.5K 0.02% 322
2021
Q4 		$381K Buy
+2,745
New +$351K 0.02% 323

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

Forum Financial Management's YUM Position: Q2 2026 in Review

Forum Financial Management opened a new position in Yum! Brands (YUM) in Q2 2026: 1,337 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #321 among its holdings. This is a return to the name: Forum Financial Management previously reported a position in YUM as recently as Q4 2025.

Forum Financial Management first reported a position in YUM in Q4 2021 and has held it in 18 quarters since. The position peaked at $580K in Q1 2024. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Forum Financial Management held 1,337 shares of Yum! Brands worth $214K as of Q2 2026.
  • Yum! Brands was a new Forum Financial Management position in Q2 2026.
  • Yum! Brands made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #321 holding.
  • Forum Financial Management first reported a position in Yum! Brands in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's Yum! Brands position peaked at $580K in Q1 2024.
  • 1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.