Horizon Bancorp’s Yum! Brands YUM Stock Holding History

Horizon Bancorp’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 Q1	$173K	Buy	1,113 +39	+4%	+$6.18K	0.08%	87
2025 Q4	$162K	Buy	+1,074	New	+$159K	0.08%	88
2025 Q1	–	Sell	-277	Closed	-$37K	–	198
2024 Q4	$37K	Hold	277	–	–	0.02%	129
2024 Q3	$39K	Sell	277 -11	-4%	-$1.46K	0.02%	140
2024 Q2	$38K	Sell	288 -31	-10%	-$4.27K	0.02%	142
2024 Q1	$44K	Sell	319 -21	-6%	-$2.8K	0.02%	150
2023 Q4	$44K	Hold	340	–	–	0.02%	150
2023 Q3	$42K	Sell	340 -439	-56%	-$57.8K	0.03%	139
2023 Q2	$108K	Sell	779 -443	-36%	-$60.1K	0.07%	64
2023 Q1	$161K	Sell	1,222 -42	-3%	-$5.4K	0.1%	37
2022 Q4	$162K	Buy	+1,264	New	+$153K	0.09%	66
2020 Q3	$185K	Sell	2,021 -46	-2%	-$4.24K	0.26%	112
2020 Q2	$180K	Buy	2,067 +80	+4%	+$6.83K	0.19%	107
2020 Q1	$136K	Sell	1,987 -509	-20%	-$47.5K	0.21%	122
2019 Q4	$251K	Buy	+2,496	New	+$259K	0.24%	124

Other funds holding YUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

T. Rowe Price Investment Management

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

Geode Capital Management

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return