GoalVest Advisory’s Yum! Brands YUM Stock Holding History

GoalVest Advisory’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
2025 Q2	–	Sell	-3	Closed	-$472	–	540
2025 Q1	$472	Sell	3 -26	-90%	-$3.75K	﹤0.01%	369
2024 Q4	$3.89K	Hold	29	–	–	﹤0.01%	317
2024 Q3	$4.05K	Buy	+29	New	+$3.85K	﹤0.01%	346
2022 Q2	–	Sell	-3,833	Closed	-$454K	–	554
2022 Q1	$454K	Buy	+3,833	New	+$472K	0.26%	91
2021 Q2	$446K	Sell	3,877 -951	-20%	-$112K	0.28%	91
2021 Q1	$522K	Sell	4,828 -939	-16%	-$99.4K	0.39%	83
2020 Q4	$626K	Buy	+5,767	New	+$589K	0.53%	59

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GoalVest Advisory's YUM Position: Q2 2025 in Review

GoalVest Advisory sold out of Yum! Brands (YUM) in Q2 2025, closing a stake of 3 shares — an estimated $472 sold.

GoalVest Advisory first reported a position in YUM in Q4 2020 and held it in 7 quarters. The position peaked at $626K in Q4 2020. 1,339 funds tracked by Wall St. Rank hold YUM as of Q2 2025.

GoalVest Advisory reported no remaining Yum! Brands position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 3 Yum! Brands shares in Q2 2025, an estimated $472.
GoalVest Advisory first reported a position in Yum! Brands in Q4 2020 and held it in 7 quarters.
GoalVest Advisory's Yum! Brands position peaked at $626K in Q4 2020.
1,339 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.