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Great Valley Advisor Group’s Yum! Brands YUM Stock Holding History

Great Valley Advisor Group’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
-2,930
Closed -$461K – 949
2025
Q1 		$461K Sell
2,930
-51
-2% -$7.35K 0.01% 610
2024
Q4 		$400K Buy
2,981
+161
+6% +$21.8K 0.01% 621
2024
Q3 		$394K Sell
2,820
-111
-4% -$14.8K 0.01% 619
2024
Q2 		$389K Sell
2,931
-15
-0.5% -$2.06K 0.01% 595
2024
Q1 		$408K Sell
2,946
-76
-3% -$10.1K 0.01% 538
2023
Q4 		$395K Sell
3,022
-645
-18% -$80.5K 0.01% 515
2023
Q3 		$458K Buy
3,667
+28
+0.8% +$3.68K 0.02% 454
2023
Q2 		$504K Buy
3,639
+194
+6% +$26.3K 0.02% 442
2023
Q1 		$455K Sell
3,445
-275
-7% -$35.4K 0.02% 456
2022
Q4 		$477K Sell
3,720
-70
-2% -$8.48K 0.02% 455
2022
Q3 		$403K Sell
3,790
-73
-2% -$8.47K 0.02% 468
2022
Q2 		$438K Sell
3,863
-474
-11% -$55.1K 0.02% 456
2022
Q1 		$522K Sell
4,337
-446
-9% -$55K 0.03% 380
2021
Q4 		$651K Sell
4,783
-13,565
-74% -$1.73M 0.04% 338
2021
Q3 		$2.24M Buy
18,348
+808
+5% +$103K 0.15% 158
2021
Q2 		$2.01M Buy
17,540
+2,785
+19% +$328K 0.15% 166
2021
Q1 		$1.6M Buy
14,755
+932
+7% +$98.7K 0.15% 147
2020
Q4 		$1.5M Buy
13,823
+577
+4% +$58.9K 0.16% 147
2020
Q3 		$1.21M Buy
13,246
+8,688
+191% +$801K 0.15% 153
2020
Q2 		$396K Buy
+4,558
New +$389K 0.06% 273
2019
Q4 		– Sell
-3,516
Closed -$399K – 371
2019
Q3 		$399K Sell
3,516
-37
-1% -$4.23K 0.1% 227
2019
Q2 		$392K Buy
+3,553
New +$369K 0.1% 216

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Great Valley Advisor Group's YUM Position: Q2 2025 in Review

Great Valley Advisor Group sold out of Yum! Brands (YUM) in Q2 2025, closing a stake of 2,930 shares — an estimated $461K sold.

Great Valley Advisor Group first reported a position in YUM in Q2 2019 and held it in 22 quarters. The position peaked at $2.24M in Q3 2021. 1,339 funds tracked by Wall St. Rank hold YUM as of Q2 2025.

  • Great Valley Advisor Group reported no remaining Yum! Brands position as of Q2 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 2,930 Yum! Brands shares in Q2 2025, an estimated $461K.
  • Great Valley Advisor Group first reported a position in Yum! Brands in Q2 2019 and held it in 22 quarters.
  • Great Valley Advisor Group's Yum! Brands position peaked at $2.24M in Q3 2021.
  • 1,339 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.