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FSM Wealth Advisors’s Yum! Brands YUM Stock Holding History

FSM 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 		$258K Buy
1,615
+104
+7% +$16.1K 0.03% 294
2026
Q1 		$235K Buy
1,511
+26
+2% +$4.12K 0.03% 286
2025
Q4 		$225K Sell
1,485
-1,069
-42% -$158K 0.03% 287
2025
Q3 		$388K Buy
2,554
+154
+6% +$22.7K 0.05% 202
2025
Q2 		$361K Buy
2,400
+439
+22% +$64.1K 0.06% 196
2025
Q1 		$309K Buy
1,961
+88
+5% +$12.7K 0.07% 152
2024
Q4 		$236K Sell
1,873
-1,330
-42% -$180K 0.06% 166
2024
Q3 		$448K Buy
3,203
+54
+2% +$7.18K 0.12% 99
2024
Q2 		$417K Sell
3,149
-71
-2% -$9.77K 0.14% 95
2024
Q1 		$446K Buy
3,220
+47
+1% +$6.28K 0.16% 91
2023
Q4 		$415K Buy
3,173
+278
+10% +$34.7K 0.18% 92
2023
Q3 		$362K Buy
2,895
+105
+4% +$13.8K 0.18% 97
2023
Q2 		$374K Buy
2,790
+336
+14% +$45.6K 0.19% 101
2023
Q1 		$324K Buy
2,454
+9
+0.4% +$1.16K 0.19% 106
2022
Q4 		$313K Sell
2,445
-250
-9% -$30.3K 0.22% 102
2022
Q3 		$287K Buy
2,695
+452
+20% +$52.5K 0.24% 103
2022
Q2 		$266K Buy
+2,243
New +$261K 0.26% 92

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

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

FSM Wealth Advisors increased its Yum! Brands (YUM) stake by 6.9% in Q2 2026, buying an estimated $16.1K and bringing the position to 1,615 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #294.

FSM Wealth Advisors first reported a position in YUM in Q2 2022 and has held it in 17 quarters since. The position peaked at $448K in Q3 2024. 1,431 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • FSM Wealth Advisors held 1,615 shares of Yum! Brands worth $258K as of Q2 2026.
  • FSM Wealth Advisors bought 104 Yum! Brands shares in Q2 2026, an estimated $16.1K.
  • Yum! Brands made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #294 holding.
  • FSM Wealth Advisors first reported a position in Yum! Brands in Q2 2022 and has held it in 17 quarters since.
  • FSM Wealth Advisors's Yum! Brands position peaked at $448K in Q3 2024.
  • 1,431 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.