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Great Diamond Partners’s Yum! Brands YUM Stock Holding History

Great Diamond Partners’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 		$222K Sell
1,388
-38
-3% -$5.88K 0.04% 229
2026
Q1 		$222K Sell
1,426
-13
-0.9% -$2.06K 0.04% 222
2025
Q4 		$218K Sell
1,439
-56
-4% -$8.29K 0.04% 217
2025
Q3 		$227K Sell
1,495
-12
-0.8% -$1.77K 0.04% 214
2025
Q2 		$223K Sell
1,507
-2
-0.1% -$292 0.05% 208
2025
Q1 		$237K Sell
1,509
-161
-10% -$23.2K 0.06% 154
2024
Q4 		$224K Sell
1,670
-24
-1% -$3.25K 0.06% 167
2024
Q3 		$237K Sell
1,694
-890
-34% -$118K 0.06% 174
2024
Q2 		$342K Sell
2,584
-344
-12% -$47.3K 0.08% 158
2024
Q1 		$406K Sell
2,928
-47
-2% -$6.28K 0.09% 147
2023
Q4 		$389K Sell
2,975
-10
-0.3% -$1.25K 0.1% 150
2023
Q3 		$373K Sell
2,985
-1
-0% -$132 0.1% 148
2023
Q2 		$414K Buy
2,986
+104
+4% +$14.1K 0.11% 144
2023
Q1 		$381K Sell
2,882
-63
-2% -$8.11K 0.11% 141
2022
Q4 		$377K Buy
2,945
+3
+0.1% +$363 0.12% 140
2022
Q3 		$312K Sell
2,942
-38
-1% -$4.41K 0.11% 153
2022
Q2 		$338K Buy
2,980
+12
+0.4% +$1.4K 0.11% 150
2022
Q1 		$351K Sell
2,968
-133
-4% -$16.4K 0.1% 153
2021
Q4 		$430K Buy
3,101
+20
+0.6% +$2.56K 0.11% 148
2021
Q3 		$376K Sell
3,081
-12
-0.4% -$1.52K 0.1% 146
2021
Q2 		$355K Hold
3,093
– – 0.1% 141
2021
Q1 		$334K Sell
3,093
-102
-3% -$10.8K 0.1% 140
2020
Q4 		$346K Sell
3,195
-98
-3% -$10K 0.11% 126
2020
Q3 		$300K Buy
3,293
+17
+0.5% +$1.57K 0.11% 123
2020
Q2 		$284K Buy
3,276
+56
+2% +$4.78K 0.12% 117
2020
Q1 		$220K Sell
3,220
-126
-4% -$11.8K 0.11% 118
2019
Q4 		$337K Buy
+3,346
New +$347K 0.13% 102

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

Great Diamond Partners's YUM Position: Q2 2026 in Review

Great Diamond Partners reduced its Yum! Brands (YUM) stake by 2.7% in Q2 2026, selling an estimated $5.88K and leaving 1,388 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #229.

Great Diamond Partners first reported a position in YUM in Q4 2019 and has held it in 27 quarters since. The position peaked at $430K in Q4 2021. 1,436 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Great Diamond Partners held 1,388 shares of Yum! Brands worth $222K as of Q2 2026.
  • Great Diamond Partners sold 38 Yum! Brands shares in Q2 2026, an estimated $5.88K.
  • Yum! Brands made up 0.04% of Great Diamond Partners's portfolio in Q2 2026, its #229 holding.
  • Great Diamond Partners first reported a position in Yum! Brands in Q4 2019 and has held it in 27 quarters since.
  • Great Diamond Partners's Yum! Brands position peaked at $430K in Q4 2021.
  • 1,436 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.