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Klingman & Associates’s Yum! Brands YUM Stock Holding History

Klingman & Associates’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 		$230K Buy
1,481
+27
+2% +$4.28K 0.01% 305
2025
Q4 		$220K Buy
1,454
+55
+4% +$8.15K 0.01% 299
2025
Q3 		$213K Buy
+1,399
New +$206K 0.01% 302
2024
Q3 		– Sell
-1,969
Closed -$261K – 273
2024
Q2 		$261K Buy
+1,969
New +$271K 0.02% 209

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $1.02T AUM 30.18% 1-Year Est. Return

Klingman & Associates's YUM Position: Q1 2026 in Review

Klingman & Associates increased its Yum! Brands (YUM) stake by 1.9% in Q1 2026, buying an estimated $4.28K and bringing the position to 1,481 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #305.

Klingman & Associates first reported a position in YUM in Q2 2024 and has held it in 4 quarters since. The position peaked at $261K in Q2 2024. 1,433 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

  • Klingman & Associates held 1,481 shares of Yum! Brands worth $230K as of Q1 2026.
  • Klingman & Associates bought 27 Yum! Brands shares in Q1 2026, an estimated $4.28K.
  • Yum! Brands made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #305 holding.
  • Klingman & Associates first reported a position in Yum! Brands in Q2 2024 and has held it in 4 quarters since.
  • Klingman & Associates's Yum! Brands position peaked at $261K in Q2 2024.
  • 1,433 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.