Jones Financial Companies
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Jones Financial Companies’s Yum! Brands YUM Stock Holding History

Jones Financial Companies’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 		$12.6M Buy
80,595
+1,701
+2% +$263K 0.01% 836
2026
Q1 		$12.1M Buy
78,894
+58,133
+280% +$9.21M 0.01% 758
2025
Q4 		$3.14M Buy
20,761
+4,891
+31% +$725K ﹤0.01% 801
2025
Q3 		$2.42M Buy
15,870
+1,828
+13% +$269K ﹤0.01% 792
2025
Q2 		$2.08M Buy
14,042
+2,794
+25% +$408K ﹤0.01% 744
2025
Q1 		$1.75M Buy
11,248
+2,701
+32% +$389K ﹤0.01% 695
2024
Q4 		$1.15M Buy
8,547
+2,813
+49% +$381K ﹤0.01% 709
2024
Q3 		$802K Buy
5,734
+5,291
+1,194% +$703K ﹤0.01% 670
2024
Q2 		$58.7K Sell
443
-572
-56% -$78.7K ﹤0.01% 1194
2024
Q1 		$141K Buy
1,015
+148
+17% +$19.8K ﹤0.01% 526
2023
Q4 		$113K Buy
867
+544
+168% +$67.9K ﹤0.01% 388
2023
Q3 		$40.4K Hold
323
– – ﹤0.01% 382
2023
Q2 		$44.8K Hold
323
– – ﹤0.01% 370
2023
Q1 		$42.7K Sell
323
-20
-6% -$2.57K ﹤0.01% 365
2022
Q4 		$44K Sell
343
-132
-28% -$16K ﹤0.01% 357
2022
Q3 		$51K Hold
475
– – ﹤0.01% 327
2022
Q2 		$54K Buy
475
+68
+17% +$7.91K ﹤0.01% 331
2022
Q1 		$48K Sell
407
-236
-37% -$29.1K ﹤0.01% 354
2021
Q4 		$89K Sell
643
-319
-33% -$40.8K ﹤0.01% 315
2021
Q3 		$118K Buy
962
+306
+47% +$38.8K ﹤0.01% 261
2021
Q2 		$75K Buy
656
+241
+58% +$28.4K ﹤0.01% 284
2021
Q1 		$45K Buy
415
+90
+28% +$9.53K ﹤0.01% 361
2020
Q4 		$35K Buy
+325
New +$33.2K ﹤0.01% 316
2014
Q2 		– Sell
-5,785
Closed -$313K – 230
2014
Q1 		$313K Sell
5,785
-280
-5% -$14.7K ﹤0.01% 200
2013
Q4 		$330K Sell
6,065
-16
-0.3% -$823 ﹤0.01% 199
2013
Q3 		$312K Buy
6,081
+11
+0.2% +$570 ﹤0.01% 192
2013
Q2 		$303K Buy
+6,070
New +$301K ﹤0.01% 193

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

Jones Financial Companies's YUM Position: Q2 2026 in Review

Jones Financial Companies increased its Yum! Brands (YUM) stake by 2.2% in Q2 2026, buying an estimated $263K and bringing the position to 80,595 shares worth $12.6M. The position accounts for 0.01% of the portfolio, ranked #836.

Jones Financial Companies first reported a position in YUM in Q2 2013 and has held it in 27 quarters since. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Jones Financial Companies held 80,595 shares of Yum! Brands worth $12.6M as of Q2 2026.
  • Jones Financial Companies bought 1,701 Yum! Brands shares in Q2 2026, an estimated $263K.
  • Yum! Brands made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #836 holding.
  • Jones Financial Companies first reported a position in Yum! Brands in Q2 2013 and has held it in 27 quarters since.
  • 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.