Key Financial Inc’s Yum! Brands YUM Stock Holding History

Key Financial Inc’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 Q1	$561K	Hold	3,607	–	–	0.1%	168
2025 Q4	$546K	Hold	3,607	–	–	0.1%	164
2025 Q3	$553K	Hold	3,607	–	–	0.1%	160
2025 Q2	$534K	Sell	3,607 -485	-12%	-$70.8K	0.11%	162
2025 Q1	$644K	Hold	4,092	–	–	0.14%	127
2024 Q4	$549K	Sell	4,092 -2,235	-35%	-$302K	0.12%	141
2024 Q3	$884K	Buy	6,327 +2,567	+68%	+$341K	0.2%	98
2024 Q2	$498K	Sell	3,760 -2,400	-39%	-$330K	0.12%	145
2024 Q1	$854K	Hold	6,160	–	–	0.22%	84
2023 Q4	$805K	Buy	6,160 +2,560	+71%	+$320K	0.22%	87
2023 Q3	$450K	Hold	3,600	–	–	0.15%	116
2023 Q2	$499K	Hold	3,600	–	–	0.17%	112
2023 Q1	$475K	Hold	3,600	–	–	0.17%	111
2022 Q4	$383K	Hold	3,600	–	–	0.18%	107
2022 Q3	$383K	Buy	+3,600	New	+$418K	0.18%	108
2022 Q1	–	Sell	-160	Closed	-$22K	–	1115
2021 Q4	$22K	Hold	160	–	–	0.01%	477
2021 Q3	$20K	Hold	160	–	–	0.01%	473
2021 Q2	$21K	Buy	+160	New	+$18.9K	0.01%	465

Other funds holding YUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return