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Independent Financial Group’s Yum! Brands YUM Stock Holding History

Independent Financial Group’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 		$746K Buy
4,669
+1,582
+51% +$245K 0.01% 816
2026
Q1 		$480K Buy
3,087
+38
+1% +$6.02K 0.01% 942
2025
Q4 		$461K Sell
3,049
-118
-4% -$17.5K 0.01% 944
2025
Q3 		$481K Buy
3,167
+275
+10% +$40.5K 0.01% 867
2025
Q2 		$428K Sell
2,892
-137
-5% -$20K 0.01% 846
2025
Q1 		$477K Buy
3,029
+2
+0.1% +$288 0.02% 731
2024
Q4 		$406K Buy
3,027
+3
+0.1% +$406 0.01% 776
2024
Q3 		$423K Buy
3,024
+547
+22% +$72.7K 0.02% 722
2024
Q2 		$328K Buy
2,477
+1
+0% +$138 0.01% 784
2024
Q1 		$343K Sell
2,476
-15
-0.6% -$2K 0.02% 727
2023
Q4 		$325K Sell
2,491
-151
-6% -$18.8K 0.02% 686
2023
Q3 		$330K Sell
2,642
-16
-0.6% -$2.1K 0.02% 620
2023
Q2 		$368K Buy
2,658
+29
+1% +$3.93K 0.03% 564
2023
Q1 		$347K Buy
2,629
+857
+48% +$110K 0.03% 558
2022
Q4 		$227K Buy
+1,772
New +$215K 0.02% 677
2022
Q3 		– Sell
-1,777
Closed -$202K – 789
2022
Q2 		$202K Sell
1,777
-10
-0.6% -$1.16K 0.02% 639
2022
Q1 		$212K Sell
1,787
-171
-9% -$21.1K 0.02% 716
2021
Q4 		$272K Buy
1,958
+216
+12% +$27.6K 0.02% 635
2021
Q3 		$213K Hold
1,742
– – 0.02% 650
2021
Q2 		$200K Sell
1,742
-120
-6% -$14.1K 0.02% 673
2021
Q1 		$201K Sell
1,862
-1,399
-43% -$148K 0.03% 598
2020
Q4 		$354K Hold
3,261
– – 0.05% 382
2020
Q3 		$298K Sell
3,261
-265
-8% -$24.4K 0.06% 352
2020
Q2 		$306K Sell
3,526
-58
-2% -$4.95K 0.07% 312
2020
Q1 		$246K Buy
+3,584
New +$334K 0.07% 283

Other funds holding YUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Financial Group's YUM Position: Q2 2026 in Review

Independent Financial Group increased its Yum! Brands (YUM) stake by 51% in Q2 2026, buying an estimated $245K and bringing the position to 4,669 shares worth $746K. The position accounts for 0.01% of the portfolio, ranked #816.

Independent Financial Group first reported a position in YUM in Q1 2020 and has held it in 25 quarters since. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Independent Financial Group held 4,669 shares of Yum! Brands worth $746K as of Q2 2026.
  • Independent Financial Group bought 1,582 Yum! Brands shares in Q2 2026, an estimated $245K.
  • Yum! Brands made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #816 holding.
  • Independent Financial Group first reported a position in Yum! Brands in Q1 2020 and has held it in 25 quarters since.
  • 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.