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Journey Retirement Planning & Investment Management’s Yum! Brands YUM Stock Holding History

Journey Retirement Planning & Investment 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 		$377K Sell
2,356
-163
-6% -$25.2K 0.29% 106
2026
Q1 		$392K Sell
2,519
-7,393
-75% -$1.17M 0.35% 91
2025
Q4 		$1.5M Buy
+9,912
New +$1.47M 0.31% 81

Other funds holding YUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Journey Retirement Planning & Investment Management's YUM Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Yum! Brands (YUM) stake by 6.5% in Q2 2026, selling an estimated $25.2K and leaving 2,356 shares worth $377K. The position accounts for 0.29% of the portfolio, ranked #106.

Journey Retirement Planning & Investment Management first reported a position in YUM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.5M in Q4 2025. 846 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 2,356 shares of Yum! Brands worth $377K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 163 Yum! Brands shares in Q2 2026, an estimated $25.2K.
  • Yum! Brands made up 0.29% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #106 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Yum! Brands in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Yum! Brands position peaked at $1.5M in Q4 2025.
  • 846 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.