HWM
YUM icon

HB Wealth Management’s Yum! Brands YUM Stock Holding History

HB Wealth Management’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
Q1 		$2.31M Buy
14,851
+389
+3% +$61.6K 0.02% 400
2025
Q4 		$2.19M Buy
14,462
+630
+5% +$93.3K 0.01% 393
2025
Q3 		$2.1M Buy
13,832
+975
+8% +$144K 0.01% 403
2025
Q2 		$1.91M Sell
12,857
-375
-3% -$54.8K 0.02% 388
2025
Q1 		$2.08M Buy
13,232
+1,901
+17% +$274K 0.02% 375
2024
Q4 		$1.52M Buy
11,331
+460
+4% +$62.2K 0.02% 334
2024
Q3 		$1.52M Sell
10,871
-1,623
-13% -$216K 0.02% 314
2024
Q2 		$1.65M Buy
12,494
+2,081
+20% +$286K 0.02% 291
2024
Q1 		$1.44M Buy
10,413
+829
+9% +$111K 0.02% 297
2023
Q4 		$1.25M Buy
9,584
+1,732
+22% +$216K 0.02% 289
2023
Q3 		$981K Sell
7,852
-371
-5% -$48.8K 0.02% 298
2023
Q2 		$1.14M Buy
8,223
+467
+6% +$63.3K 0.02% 275
2023
Q1 		$1.02M Buy
7,756
+1,018
+15% +$131K 0.02% 282
2022
Q4 		$863K Buy
6,738
+267
+4% +$32.3K 0.02% 304
2022
Q3 		$688K Sell
6,471
-251
-4% -$29.1K 0.01% 303
2022
Q2 		$763K Buy
6,722
+292
+5% +$33.9K 0.02% 290
2022
Q1 		$762K Buy
6,430
+1,568
+32% +$193K 0.01% 294
2021
Q4 		$675K Buy
+4,862
New +$622K 0.01% 274

Other funds holding YUM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return