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GeoWealth Management’s Yum! Brands YUM Stock Holding History

GeoWealth 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 		– Sell
-2,142
Closed -$333K – 956
2026
Q1 		$333K Buy
2,142
+127
+6% +$20.1K 0.01% 571
2025
Q4 		$305K Sell
2,015
-454
-18% -$67.3K 0.01% 564
2025
Q3 		$375K Sell
2,469
-28
-1% -$4.12K 0.01% 521
2025
Q2 		$370K Buy
2,497
+1,020
+69% +$149K 0.01% 483
2025
Q1 		$232K Sell
1,477
-598
-29% -$86.1K 0.01% 615
2024
Q4 		$278K Buy
2,075
+10
+0.5% +$1.35K 0.01% 644
2024
Q3 		$289K Sell
2,065
-543
-21% -$72.2K 0.01% 616
2024
Q2 		$345K Buy
2,608
+265
+11% +$36.5K 0.02% 541
2024
Q1 		$325K Buy
+2,343
New +$313K 0.01% 553

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

GeoWealth Management's YUM Position: Q2 2026 in Review

GeoWealth Management sold out of Yum! Brands (YUM) in Q2 2026, closing a stake of 2,142 shares — an estimated $333K sold.

GeoWealth Management first reported a position in YUM in Q1 2024 and held it in 9 quarters. The position peaked at $375K in Q3 2025. 1,436 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • GeoWealth Management reported no remaining Yum! Brands position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 2,142 Yum! Brands shares in Q2 2026, an estimated $333K.
  • GeoWealth Management first reported a position in Yum! Brands in Q1 2024 and held it in 9 quarters.
  • GeoWealth Management's Yum! Brands position peaked at $375K in Q3 2025.
  • 1,436 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.