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Integrated Wealth Concepts’s Yum! Brands YUM Stock Holding History

Integrated Wealth Concepts’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 		$1.8M Buy
11,287
+1,141
+11% +$177K 0.01% 892
2026
Q1 		$1.58M Buy
10,146
+7,647
+306% +$1.21M 0.01% 864
2025
Q4 		$378K Sell
2,499
-3,187
-56% -$472K ﹤0.01% 1224
2025
Q3 		$864K Sell
5,686
-703
-11% -$104K 0.01% 1062
2025
Q2 		$947K Sell
6,389
-669
-9% -$97.7K 0.01% 952
2025
Q1 		$1.11M Buy
7,058
+453
+7% +$65.3K 0.01% 784
2024
Q4 		$886K Buy
6,605
+71
+1% +$9.6K 0.01% 877
2024
Q3 		$913K Sell
6,534
-179
-3% -$23.8K 0.01% 845
2024
Q2 		$889K Buy
6,713
+122
+2% +$16.8K 0.01% 813
2024
Q1 		$914K Buy
6,591
+8
+0.1% +$1.07K 0.01% 790
2023
Q4 		$860K Buy
6,583
+1,087
+20% +$136K 0.01% 791
2023
Q3 		$687K Buy
5,496
+43
+0.8% +$5.66K 0.01% 845
2023
Q2 		$756K Buy
5,453
+2,460
+82% +$334K 0.01% 800
2023
Q1 		$395K Buy
2,993
+372
+14% +$47.9K 0.01% 943
2022
Q4 		$336K Buy
+2,621
New +$317K 0.01% 780
2022
Q3 		– Sell
-2,182
Closed -$248K – 1027
2022
Q2 		$248K Buy
2,182
+160
+8% +$18.6K 0.01% 813
2022
Q1 		$240K Sell
2,022
-1
-0% -$123 0.01% 816
2021
Q4 		$281K Buy
2,023
+360
+22% +$46K 0.01% 803
2021
Q3 		$203K Buy
+1,663
New +$211K 0.01% 900

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

Integrated Wealth Concepts's YUM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Yum! Brands (YUM) stake by 11% in Q2 2026, buying an estimated $177K and bringing the position to 11,287 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #892.

Integrated Wealth Concepts first reported a position in YUM in Q3 2021 and has held it in 19 quarters since. 1,436 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Integrated Wealth Concepts held 11,287 shares of Yum! Brands worth $1.8M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,141 Yum! Brands shares in Q2 2026, an estimated $177K.
  • Yum! Brands made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #892 holding.
  • Integrated Wealth Concepts first reported a position in Yum! Brands in Q3 2021 and has held it in 19 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.