JFS Wealth Advisors’s Yum! Brands YUM Stock Holding History

JFS Wealth 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	$108K	Buy	677 +4	+0.6%	+$620	0.01%	417
2026 Q1	$105K	Sell	673 -120	-15%	-$19K	0.01%	405
2025 Q4	$120K	Sell	793 -388	-33%	-$57.5K	0.01%	381
2025 Q3	$180K	Sell	1,181 -8	-0.7%	-$1.18K	0.01%	340
2025 Q2	$176K	Buy	1,189 +3	+0.3%	+$438	0.01%	310
2025 Q1	$187K	Buy	1,186 +2	+0.2%	+$288	0.01%	312
2024 Q4	$159K	Buy	1,184 +3	+0.3%	+$406	0.01%	314
2024 Q3	$165K	Sell	1,181 -4	-0.3%	-$532	0.01%	312
2024 Q2	$157K	Buy	1,185 +1	+0.1%	+$138	0.01%	265
2024 Q1	$164K	Buy	1,184 +2	+0.2%	+$267	0.01%	259
2023 Q4	$154K	Buy	1,182 +7	+0.6%	+$874	0.01%	253
2023 Q3	$147K	Sell	1,175 -4	-0.3%	-$526	0.01%	254
2023 Q2	$163K	Sell	1,179 -3	-0.3%	-$407	0.01%	236
2023 Q1	$156K	Buy	1,182 +8	+0.7%	+$1.03K	0.01%	239
2022 Q4	$150K	Hold	1,174	–	–	0.01%	239
2022 Q3	$125K	Buy	+1,174	New	+$136K	0.01%	260
2014 Q4	–	Sell	-74	Closed	-$4K	–	547
2014 Q3	$4K	Hold	74	–	–	﹤0.01%	398
2014 Q2	$4K	Buy	+74	New	+$4.12K	﹤0.01%	397

Other funds holding YUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return