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Halbert Hargrove Global Advisors’s Yum! Brands YUM Stock Holding History

Halbert Hargrove Global 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 		$39.4K Buy
247
+1
+0.4% +$155 ﹤0.01% 225
2026
Q1 		$38.2K Hold
246
– – ﹤0.01% 209
2025
Q4 		$37.2K Sell
246
-10
-4% -$1.48K ﹤0.01% 214
2025
Q3 		$38.9K Buy
256
+10
+4% +$1.47K ﹤0.01% 205
2025
Q2 		$36.4K Sell
246
-1
-0.4% -$146 ﹤0.01% 163
2025
Q1 		$38.8K Buy
247
+1
+0.4% +$144 ﹤0.01% 161
2024
Q4 		$33K Buy
+246
New +$33.3K ﹤0.01% 173
2023
Q4 		– Sell
-1,837
Closed -$230K – 113
2023
Q3 		$230K Buy
1,837
+5
+0.3% +$658 0.02% 89
2023
Q2 		$254K Sell
1,832
-411
-18% -$55.7K 0.02% 78
2023
Q1 		$296K Buy
2,243
+85
+4% +$10.9K 0.02% 112
2022
Q4 		$276K Sell
2,158
-22
-1% -$2.67K 0.02% 112
2022
Q3 		$232K Buy
2,180
+40
+2% +$4.64K 0.02% 131
2022
Q2 		$243K Buy
2,140
+46
+2% +$5.35K 0.02% 134
2022
Q1 		$248K Buy
2,094
+6
+0.3% +$739 0.02% 137
2021
Q4 		$290K Buy
2,088
+16
+0.8% +$2.05K 0.02% 121
2021
Q3 		$254K Buy
2,072
+9
+0.4% +$1.14K 0.02% 120
2021
Q2 		$238K Sell
2,063
-14
-0.7% -$1.65K 0.02% 130
2021
Q1 		$225K Buy
+2,077
New +$220K 0.02% 118
2014
Q3 		– Sell
-5,371
Closed -$314K – 162
2014
Q2 		$314K Sell
5,371
-76
-1% -$4.23K 0.09% 81
2014
Q1 		$295K Sell
5,447
-70
-1% -$3.69K 0.09% 86
2013
Q4 		$300K Sell
5,517
-1,190
-18% -$61.2K 0.09% 91
2013
Q3 		$344K Sell
6,707
-1,212
-15% -$62.9K 0.11% 64
2013
Q2 		$395K Buy
+7,919
New +$392K 0.14% 53

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

Halbert Hargrove Global Advisors's YUM Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Yum! Brands (YUM) stake by 0.41% in Q2 2026, buying an estimated $155 and bringing the position to 247 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Halbert Hargrove Global Advisors first reported a position in YUM in Q2 2013 and has held it in 23 quarters since. The position peaked at $395K in Q2 2013. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Halbert Hargrove Global Advisors held 247 shares of Yum! Brands worth $39.4K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 1 Yum! Brands share in Q2 2026, an estimated $155.
  • Yum! Brands made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #225 holding.
  • Halbert Hargrove Global Advisors first reported a position in Yum! Brands in Q2 2013 and has held it in 23 quarters since.
  • Halbert Hargrove Global Advisors's Yum! Brands position peaked at $395K in Q2 2013.
  • 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.