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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
Q2 		$2.32M Sell
14,530
-321
-2% -$49.7K 0.01% 436
2026
Q1 		$2.31M Buy
14,851
+389
+3% +$61.6K 0.01% 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 $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 $3.38T AUM 44.17% 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

HB Wealth Management's YUM Position: Q2 2026 in Review

HB Wealth Management reduced its Yum! Brands (YUM) stake by 2.2% in Q2 2026, selling an estimated $49.7K and leaving 14,530 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #436.

HB Wealth Management first reported a position in YUM in Q4 2021 and has held it in 19 quarters since. 1,438 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • HB Wealth Management held 14,530 shares of Yum! Brands worth $2.32M as of Q2 2026.
  • HB Wealth Management sold 321 Yum! Brands shares in Q2 2026, an estimated $49.7K.
  • Yum! Brands made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #436 holding.
  • HB Wealth Management first reported a position in Yum! Brands in Q4 2021 and has held it in 19 quarters since.
  • 1,438 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.