KWA
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Kingswood Wealth Advisors’s Yum! Brands YUM Stock Holding History

Kingswood Wealth Advisors’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 		$528K Sell
3,394
-80
-2% -$12.7K 0.03% 531
2025
Q4 		$526K Buy
3,474
+315
+10% +$46.7K 0.03% 510
2025
Q3 		$480K Buy
3,159
+31
+1% +$4.56K 0.03% 488
2025
Q2 		$464K Sell
3,128
-24
-0.8% -$3.5K 0.04% 435
2025
Q1 		$496K Sell
3,152
-209
-6% -$30.1K 0.05% 397
2024
Q4 		$451K Sell
3,361
-1,889
-36% -$256K 0.03% 470
2024
Q3 		$734K Buy
5,250
+2,334
+80% +$310K 0.05% 358
2024
Q2 		$386K Buy
2,916
+376
+15% +$51.8K 0.03% 451
2024
Q1 		$352K Buy
2,540
+443
+21% +$59.2K 0.04% 434
2023
Q4 		$274K Buy
+2,097
New +$262K 0.03% 506

Other funds holding YUM

BlackRock
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
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return