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

Heritage 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
2026 Q2	$18.1K	Hold	113	–	–	﹤0.01%	453
2026 Q1	$17.6K	Hold	113	–	–	﹤0.01%	453
2025 Q4	$17.1K	Hold	113	–	–	﹤0.01%	419
2025 Q3	$17.2K	Hold	113	–	–	﹤0.01%	388
2025 Q2	$16.7K	Hold	113	–	–	﹤0.01%	384
2025 Q1	$17.8K	Sell	113 -5	-4%	-$720	﹤0.01%	378
2024 Q4	$15.8K	Buy	118 +1	+0.9%	+$135	﹤0.01%	406
2024 Q3	$16.3K	Buy	117 +4	+4%	+$532	﹤0.01%	413
2024 Q2	$15K	Buy	+113	New	+$15.6K	﹤0.01%	402
2022 Q1	–	Sell	-510	Closed	-$71K	–	565
2021 Q4	$71K	Hold	510	–	–	﹤0.01%	294
2021 Q3	$62.4K	Hold	510	–	–	﹤0.01%	299
2021 Q2	$58.7K	Hold	510	–	–	﹤0.01%	311
2021 Q1	$55.2K	Hold	510	–	–	﹤0.01%	324
2020 Q4	$55K	Buy	+510	New	+$52.1K	﹤0.01%	312
2020 Q2	–	Sell	-266	Closed	-$18.2K	–	454
2020 Q1	$18.2K	Buy	+266	New	+$24.8K	﹤0.01%	333

Other funds holding YUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heritage Wealth Advisors's YUM Position: Q2 2026 in Review

Heritage Wealth Advisors held its Yum! Brands (YUM) position steady in Q2 2026 at 113 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Heritage Wealth Advisors first reported a position in YUM in Q1 2020 and has held it in 15 quarters since. The position peaked at $71K in Q4 2021. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Heritage Wealth Advisors held 113 shares of Yum! Brands worth $18.1K as of Q2 2026.
Heritage Wealth Advisors left its Yum! Brands share count unchanged in Q2 2026.
Yum! Brands made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #453 holding.
Heritage Wealth Advisors first reported a position in Yum! Brands in Q1 2020 and has held it in 15 quarters since.
Heritage Wealth Advisors's Yum! Brands position peaked at $71K in Q4 2021.
1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.