Heartwood Wealth Advisors’s Yum! Brands YUM Stock Holding History

Heartwood Wealth 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
2025 Q4	–	Sell	-31	Closed	-$4.71K	–	616
2025 Q3	$4.71K	Buy	+31	New	+$4.56K	﹤0.01%	421

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heartwood Wealth Advisors's YUM Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Yum! Brands (YUM) in Q4 2025, closing a stake of 31 shares — an estimated $4.71K sold.

Heartwood Wealth Advisors first reported a position in YUM in Q3 2025 and held it in 1 quarter. The position peaked at $4.71K in Q3 2025. 1,396 funds tracked by Wall St. Rank hold YUM as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Yum! Brands position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 31 Yum! Brands shares in Q4 2025, an estimated $4.71K.
Heartwood Wealth Advisors first reported a position in Yum! Brands in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Yum! Brands position peaked at $4.71K in Q3 2025.
1,396 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.