JWM
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JGP Wealth Management’s Yum! Brands YUM Stock Holding History

JGP Wealth Management’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 		$460K Hold
2,880
– – 0.04% 155
2026
Q1 		$448K Hold
2,880
– – 0.05% 152
2025
Q4 		$436K Hold
2,880
– – 0.05% 160
2025
Q3 		$436K Hold
2,880
– – 0.05% 148
2025
Q2 		$427K Buy
2,880
+700
+32% +$102K 0.05% 142
2025
Q1 		$343K Hold
2,180
– – 0.05% 147
2024
Q4 		$292K Sell
2,180
-3
-0.1% -$406 0.04% 154
2024
Q3 		$305K Buy
2,183
+3
+0.1% +$399 0.04% 149
2024
Q2 		$289K Hold
2,180
– – 0.04% 148
2024
Q1 		$302K Hold
2,180
– – 0.04% 144
2023
Q4 		$285K Hold
2,180
– – 0.04% 145
2023
Q3 		$272K Hold
2,180
– – 0.05% 135
2023
Q2 		$302K Sell
2,180
-44
-2% -$5.96K 0.05% 129
2023
Q1 		$294K Buy
2,224
+40
+2% +$5.15K 0.05% 124
2022
Q4 		$280K Buy
2,184
+4
+0.2% +$484 0.05% 132
2022
Q3 		$237K Hold
2,180
– – 0.05% 135
2022
Q2 		$255K Hold
2,180
– – 0.05% 131
2022
Q1 		$260K Sell
2,180
-3
-0.1% -$370 0.05% 143
2021
Q4 		$296K Buy
2,183
+3
+0.1% +$384 0.06% 142
2021
Q3 		$267K Sell
2,180
-12
-0.5% -$1.52K 0.06% 136
2021
Q2 		$252K Hold
2,192
– – 0.05% 140
2021
Q1 		$237K Hold
2,192
– – 0.05% 137
2020
Q4 		$226K Hold
2,192
– – 0.05% 137
2020
Q3 		$206K Buy
+2,192
New +$202K 0.05% 129
2020
Q1 		– Sell
-2,192
Closed -$223K – 142
2019
Q4 		$223K Sell
2,192
-12
-0.5% -$1.24K 0.07% 125
2019
Q3 		$248K Buy
2,204
+24
+1% +$2.74K 0.09% 114
2019
Q2 		$241K Hold
2,180
– – 0.09% 117
2019
Q1 		$218K Hold
2,180
– – 0.08% 118
2018
Q4 		$200K Buy
+2,180
New +$195K 0.08% 115

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

JGP Wealth Management's YUM Position: Q2 2026 in Review

JGP Wealth Management held its Yum! Brands (YUM) position steady in Q2 2026 at 2,880 shares worth $460K. The position accounts for 0.04% of the portfolio, ranked #155.

JGP Wealth Management first reported a position in YUM in Q4 2018 and has held it in 29 quarters since. 434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • JGP Wealth Management held 2,880 shares of Yum! Brands worth $460K as of Q2 2026.
  • JGP Wealth Management left its Yum! Brands share count unchanged in Q2 2026.
  • Yum! Brands made up 0.04% of JGP Wealth Management's portfolio in Q2 2026, its #155 holding.
  • JGP Wealth Management first reported a position in Yum! Brands in Q4 2018 and has held it in 29 quarters since.
  • 434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.