Gradient Capital Advisors’s Yum! Brands YUM Stock Holding History

Gradient Capital 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	$244K	Hold	1,525	–	–	0.06%	157
2026 Q1	$237K	Sell	1,525 -2	-0.1%	-$317	0.06%	161
2025 Q4	$231K	Sell	1,527 -2	-0.1%	-$296	0.06%	159
2025 Q3	$232K	Sell	1,529 -296	-16%	-$43.6K	0.06%	152
2025 Q2	$270K	Hold	1,825	–	–	0.08%	135
2025 Q1	$287K	Hold	1,825	–	–	0.09%	129
2024 Q4	$245K	Sell	1,825 -500	-22%	-$67.6K	0.08%	141
2024 Q3	$325K	Hold	2,325	–	–	0.11%	120
2024 Q2	$308K	Hold	2,325	–	–	0.11%	118
2024 Q1	$322K	Hold	2,325	–	–	0.12%	117
2023 Q4	$304K	Hold	2,325	–	–	0.12%	121
2023 Q3	$290K	Hold	2,325	–	–	0.12%	113
2023 Q2	$322K	Hold	2,325	–	–	0.13%	108
2023 Q1	$307K	Hold	2,325	–	–	0.13%	109
2022 Q4	$298K	Hold	2,325	–	–	0.14%	107
2022 Q3	$247K	Buy	+2,325	New	+$270K	0.12%	114

Other funds holding YUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return