Junto Capital Management’s Yum! Brands YUM Stock Holding History

Junto Capital 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	–	Sell	-511,721	Closed	-$79.6M	–	125
2026 Q1	$79.6M	Sell	511,721 -121,621	-19%	-$19.3M	1.68%	13
2025 Q4	$95.8M	Sell	633,342 -243,312	-28%	-$36M	2.11%	11
2025 Q3	$133M	Buy	+876,654	New	+$129M	2.73%	7
2020 Q3	–	Sell	-1,046,042	Closed	-$90.9M	–	70
2020 Q2	$90.9M	Buy	+1,046,042	New	+$89.3M	3.89%	6
2018 Q3	–	Sell	-127,837	Closed	-$10M	–	59
2018 Q2	$10M	Buy	+127,837	New	+$10.7M	0.7%	35

Other funds holding YUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Junto Capital Management's YUM Position: Q2 2026 in Review

Junto Capital Management sold out of Yum! Brands (YUM) in Q2 2026, closing a stake of 511,721 shares — an estimated $79.6M sold.

Junto Capital Management first reported a position in YUM in Q2 2018 and held it in 5 quarters. The position peaked at $133M in Q3 2025. 1,421 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Junto Capital Management reported no remaining Yum! Brands position as of Q2 2026 after selling out during the quarter.
Junto Capital Management sold 511,721 Yum! Brands shares in Q2 2026, an estimated $79.6M.
Junto Capital Management first reported a position in Yum! Brands in Q2 2018 and held it in 5 quarters.
Junto Capital Management's Yum! Brands position peaked at $133M in Q3 2025.
1,421 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Junto Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.