GM
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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
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 $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