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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$553K Buy
3,459
+65
+2% +$10.1K 0.02% 580
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

Kingswood Wealth Advisors's YUM Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Yum! Brands (YUM) stake by 1.9% in Q2 2026, buying an estimated $10.1K and bringing the position to 3,459 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #580.

Kingswood Wealth Advisors first reported a position in YUM in Q4 2023 and has held it in 11 quarters since. The position peaked at $734K in Q3 2024. 1,431 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Kingswood Wealth Advisors held 3,459 shares of Yum! Brands worth $553K as of Q2 2026.
  • Kingswood Wealth Advisors bought 65 Yum! Brands shares in Q2 2026, an estimated $10.1K.
  • Yum! Brands made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #580 holding.
  • Kingswood Wealth Advisors first reported a position in Yum! Brands in Q4 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's Yum! Brands position peaked at $734K in Q3 2024.
  • 1,431 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.