HBK Sorce Advisory’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $406K | Buy |
2,670
+33
| +1% | +$5.23K | 0.01% | 418 |
|
|
2025
Q4 | $430K | Sell |
2,637
-7
| -0.3% | -$1.04K | 0.01% | 392 |
|
|
2025
Q3 | $382K | Buy |
2,644
+12
| +0.5% | +$1.77K | 0.01% | 414 |
|
|
2025
Q2 | $390K | Buy |
2,632
+19
| +0.7% | +$2.77K | 0.01% | 393 |
|
|
2025
Q1 | $411K | Sell |
2,613
-51
| -2% | -$7.35K | 0.01% | 376 |
|
|
2024
Q4 | $357K | Buy |
2,664
+69
| +3% | +$9.33K | 0.01% | 410 |
|
|
2024
Q3 | $363K | Sell |
2,595
-109
| -4% | -$14.5K | 0.01% | 415 |
|
|
2024
Q2 | $358K | Sell |
2,704
-52
| -2% | -$7.16K | 0.01% | 400 |
|
|
2024
Q1 | $382K | Sell |
2,756
-151
| -5% | -$20.2K | 0.01% | 400 |
|
|
2023
Q4 | $380K | Sell |
2,907
-306
| -10% | -$38.2K | 0.01% | 369 |
|
|
2023
Q3 | $401K | Sell |
3,213
-63
| -2% | -$8.29K | 0.02% | 351 |
|
|
2023
Q2 | $454K | Buy |
3,276
+124
| +4% | +$16.8K | 0.02% | 352 |
|
|
2023
Q1 | $416K | Sell |
3,152
-4,338
| -58% | -$558K | 0.02% | 368 |
|
|
2022
Q4 | $959K | Buy |
7,490
+4,900
| +189% | +$593K | 0.03% | 296 |
|
|
2022
Q3 | $275K | Buy |
2,590
+61
| +2% | +$7.08K | 0.02% | 382 |
|
|
2022
Q2 | $287K | Buy |
2,529
+86
| +4% | +$10K | 0.02% | 342 |
|
|
2022
Q1 | $290K | Buy |
2,443
+91
| +4% | +$11.2K | 0.02% | 406 |
|
|
2021
Q4 | $327K | Buy |
2,352
+61
| +3% | +$7.8K | 0.02% | 431 |
|
|
2021
Q3 | $280K | Buy |
2,291
+88
| +4% | +$11.2K | 0.02% | 463 |
|
|
2021
Q2 | $253K | Sell |
2,203
-42
| -2% | -$4.95K | 0.01% | 486 |
|
|
2021
Q1 | $243K | Buy |
2,245
+182
| +9% | +$19.3K | 0.01% | 462 |
|
|
2020
Q4 | $224K | Sell |
2,063
-390
| -16% | -$39.8K | 0.01% | 450 |
|
|
2020
Q3 | $224K | Buy |
+2,453
| New | +$226K | 0.02% | 401 |
|
|
2019
Q2 | – | Sell |
-2,119
| Closed | -$212K | – | 448 |
|
|
2019
Q1 | $212K | Buy |
+2,119
| New | +$201K | 0.02% | 400 |
|
|
2018
Q4 | – | Sell |
-2,249
| Closed | -$204K | – | 424 |
|
|
2018
Q3 | $204K | Buy |
+2,249
| New | +$188K | 0.02% | 375 |
|
|
2018
Q2 | – | Sell |
-2,408
| Closed | -$205K | – | 406 |
|
|
2018
Q1 | $205K | Sell |
2,408
-362
| -13% | -$29.7K | 0.03% | 353 |
|
|
2017
Q4 | $226K | Sell |
2,770
-546
| -16% | -$43.2K | 0.03% | 349 |
|
|
2017
Q3 | $244K | Buy |
+3,316
| New | +$249K | 0.04% | 274 |
|
|
2016
Q4 | – | Sell |
-4,788
| Closed | -$313K | – | 302 |
|
|
2016
Q3 | $313K | Buy |
4,788
+125
| +3% | +$7.98K | 0.06% | 204 |
|
|
2016
Q2 | $278K | Buy |
4,663
+267
| +6% | +$15.7K | 0.06% | 215 |
|
|
2016
Q1 | $259K | Buy |
+4,396
| New | +$231K | 0.06% | 206 |
|
Other funds holding YUM
VCM
VPM
HBK Sorce Advisory's YUM Position: Q1 2026 in Review
HBK Sorce Advisory increased its Yum! Brands (YUM) stake by 1.3% in Q1 2026, buying an estimated $5.23K and bringing the position to 2,670 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #418.
HBK Sorce Advisory first reported a position in YUM in Q1 2016 and has held it in 31 quarters since. The position peaked at $959K in Q4 2022. 1,433 funds tracked by Wall St. Rank hold YUM as of Q1 2026.
- HBK Sorce Advisory held 2,670 shares of Yum! Brands worth $406K as of Q1 2026.
- HBK Sorce Advisory bought 33 Yum! Brands shares in Q1 2026, an estimated $5.23K.
- Yum! Brands made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #418 holding.
- HBK Sorce Advisory first reported a position in Yum! Brands in Q1 2016 and has held it in 31 quarters since.
- HBK Sorce Advisory's Yum! Brands position peaked at $959K in Q4 2022.
- 1,433 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.
Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.