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Howard Financial Services’s Yum! Brands YUM Stock Holding History

Howard Financial Services’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 		$530K Sell
3,316
-44
-1% -$6.82K 0.05% 148
2026
Q1 		$522K Buy
3,360
+598
+22% +$94.7K 0.06% 125
2025
Q4 		$418K Buy
2,762
+27
+1% +$4K 0.05% 125
2025
Q3 		$416K Buy
2,735
+20
+0.7% +$2.94K 0.05% 123
2025
Q2 		$402K Sell
2,715
-15
-0.5% -$2.19K 0.05% 120
2025
Q1 		$430K Buy
2,730
+15
+0.6% +$2.16K 0.06% 112
2024
Q4 		$364K Buy
2,715
+15
+0.6% +$2.03K 0.05% 127
2024
Q3 		$377K Sell
2,700
-1
-0% -$133 0.05% 112
2024
Q2 		$358K Hold
2,701
– – 0.06% 107
2024
Q1 		$374K Buy
2,701
+3
+0.1% +$401 0.06% 108
2023
Q4 		$353K Buy
2,698
+10
+0.4% +$1.25K 0.07% 110
2023
Q3 		$336K Sell
2,688
-1
-0% -$132 0.08% 102
2023
Q2 		$373K Buy
2,689
+1
+0% +$136 0.09% 96
2023
Q1 		$355K Hold
2,688
– – 0.09% 98
2022
Q4 		$344K Hold
2,688
– – 0.09% 96
2022
Q3 		$286K Hold
2,688
– – 0.09% 96
2022
Q2 		$305K Hold
2,688
– – 0.1% 89
2022
Q1 		$319K Hold
2,688
– – 0.09% 89
2021
Q4 		$373K Hold
2,688
– – 0.11% 78
2021
Q3 		$329K Hold
2,688
– – 0.12% 81
2021
Q2 		$309K Hold
2,688
– – 0.12% 89
2021
Q1 		$291K Buy
2,688
+600
+29% +$63.5K 0.13% 93
2020
Q4 		$227K Buy
+2,088
New +$213K 0.12% 97
2020
Q1 		– Sell
-15,048
Closed -$1.52M – 134
2019
Q4 		$1.52M Hold
15,048
– – 0.93% 21
2019
Q3 		$1.71M Hold
15,048
– – 1.13% 21
2019
Q2 		$1.67M Hold
15,048
– – 1.14% 20
2019
Q1 		$1.5M Hold
15,048
– – 1.07% 19
2018
Q4 		$1.38M Buy
+15,048
New +$1.35M 1.06% 21

Other funds holding YUM

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Howard Financial Services's YUM Position: Q2 2026 in Review

Howard Financial Services reduced its Yum! Brands (YUM) stake by 1.3% in Q2 2026, selling an estimated $6.82K and leaving 3,316 shares worth $530K. The position accounts for 0.05% of the portfolio, ranked #148.

Howard Financial Services first reported a position in YUM in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.71M in Q3 2019. 348 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Howard Financial Services held 3,316 shares of Yum! Brands worth $530K as of Q2 2026.
  • Howard Financial Services sold 44 Yum! Brands shares in Q2 2026, an estimated $6.82K.
  • Yum! Brands made up 0.05% of Howard Financial Services's portfolio in Q2 2026, its #148 holding.
  • Howard Financial Services first reported a position in Yum! Brands in Q4 2018 and has held it in 28 quarters since.
  • Howard Financial Services's Yum! Brands position peaked at $1.71M in Q3 2019.
  • 348 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.