FWA
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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
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 $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