JWCA
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J.W. Cole Advisors’s Yum! Brands YUM Stock Holding History

J.W. Cole Advisors’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 		$1.35M Buy
+8,458
New +$1.31M 0.02% 653
2026
Q1 		– Sell
-9,191
Closed -$1.36M – 1500
2025
Q4 		$1.36M Sell
9,191
-234
-2% -$34.7K 0.03% 538
2025
Q3 		$1.43M Sell
9,425
-1,015
-10% -$149K 0.03% 597
2025
Q2 		$1.55M Buy
10,440
+1,538
+17% +$225K 0.03% 508
2025
Q1 		$1.4M Buy
8,902
+5,264
+145% +$758K 0.04% 421
2024
Q4 		$488K Sell
3,638
-134
-4% -$18.1K 0.02% 604
2024
Q3 		$527K Buy
3,772
+624
+20% +$83K 0.02% 576
2024
Q2 		$417K Buy
3,148
+961
+44% +$132K 0.02% 574
2024
Q1 		$303K Hold
2,187
– – 0.02% 691
2023
Q4 		$286K Sell
2,187
-110
-5% -$13.7K 0.02% 667
2023
Q3 		$287K Sell
2,297
-53
-2% -$6.97K 0.02% 574
2023
Q2 		$326K Sell
2,350
-1,755
-43% -$238K 0.02% 549
2023
Q1 		$542K Sell
4,105
-3,406
-45% -$438K 0.04% 427
2022
Q4 		$962K Buy
7,511
+4,006
+114% +$485K 0.07% 273
2022
Q3 		$373K Buy
3,505
+353
+11% +$41K 0.03% 468
2022
Q2 		$358K Buy
3,152
+680
+28% +$79.1K 0.03% 496
2022
Q1 		$293K Sell
2,472
-355
-13% -$43.7K 0.02% 630
2021
Q4 		$393K Buy
2,827
+351
+14% +$44.9K 0.03% 553
2021
Q3 		$303K Sell
2,476
-47
-2% -$5.96K 0.02% 356
2021
Q2 		$290K Sell
2,523
-128
-5% -$15.1K 0.02% 589
2021
Q1 		$287K Buy
2,651
+80
+3% +$8.47K 0.03% 528
2020
Q4 		$279K Sell
2,571
-6,328
-71% -$646K 0.03% 498
2020
Q3 		$813K Buy
+8,899
New +$820K 0.06% 297

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

J.W. Cole Advisors's YUM Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Yum! Brands (YUM) in Q2 2026: 8,458 shares worth $1.35M. The stake represents 0.02% of the portfolio and ranks #653 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in YUM as recently as Q4 2025.

J.W. Cole Advisors first reported a position in YUM in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.55M in Q2 2025. 1,431 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • J.W. Cole Advisors held 8,458 shares of Yum! Brands worth $1.35M as of Q2 2026.
  • Yum! Brands was a new J.W. Cole Advisors position in Q2 2026.
  • Yum! Brands made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #653 holding.
  • J.W. Cole Advisors first reported a position in Yum! Brands in Q3 2020 and has held it in 23 quarters since.
  • J.W. Cole Advisors's Yum! Brands position peaked at $1.55M in Q2 2025.
  • 1,431 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.