Heritage Wealth Management (Ohio)’s Yum! Brands YUM Stock Holding History

Heritage Wealth Management (Ohio)’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	$369K	Buy	+2,310	New	+$358K	0.09%	201
2026 Q1	–	Sell	-2,280	Closed	-$345K	–	264
2025 Q4	$345K	Hold	2,280	–	–	0.1%	186
2025 Q3	$347K	Hold	2,280	–	–	0.1%	178
2025 Q2	$338K	Sell	2,280 -320	-12%	-$46.7K	0.11%	175
2025 Q1	$409K	Sell	2,600 -390	-13%	-$56.2K	0.14%	157
2024 Q4	$401K	Hold	2,990	–	–	0.13%	154
2024 Q3	$418K	Sell	2,990 -540	-15%	-$71.8K	0.14%	155
2024 Q2	$456K	Buy	+3,530	New	+$486K	0.15%	143

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 Management (Ohio)'s YUM Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Yum! Brands (YUM) in Q2 2026: 2,310 shares worth $369K. The stake represents 0.09% of the portfolio and ranks #201 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in YUM as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in YUM in Q2 2024 and has held it in 8 quarters since. The position peaked at $456K in Q2 2024. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Heritage Wealth Management (Ohio) held 2,310 shares of Yum! Brands worth $369K as of Q2 2026.
Yum! Brands was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Yum! Brands made up 0.09% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #201 holding.
Heritage Wealth Management (Ohio) first reported a position in Yum! Brands in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Yum! Brands position peaked at $456K in Q2 2024.
1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.