KMG Fiduciary Partners’s Yum! Brands YUM Stock Holding History

KMG Fiduciary Partners’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	$1.34M	Buy	8,404 +264	+3%	+$40.9K	0.12%	111
2026 Q1	$1.27M	Hold	8,140	–	–	0.09%	155
2025 Q4	$1.23M	Hold	8,140	–	–	0.09%	154
2025 Q3	$1.24M	Buy	8,140 +175	+2%	+$25.8K	0.08%	174
2025 Q2	$1.18M	Hold	7,965	–	–	0.09%	172
2025 Q1	$1.25M	Hold	7,965	–	–	0.1%	165
2024 Q4	$1.07M	Hold	7,965	–	–	0.09%	171
2024 Q3	$1.11M	Sell	7,965 -58	-0.7%	-$7.71K	0.1%	164
2024 Q2	$1.06M	Buy	8,023 +180	+2%	+$24.8K	0.1%	142
2024 Q1	$1.09M	Hold	7,843	–	–	0.11%	138
2023 Q4	$1.02M	Hold	7,843	–	–	0.12%	138
2023 Q3	$980K	Sell	7,843 -110	-1%	-$14.5K	0.13%	137
2023 Q2	$1.1M	Buy	7,953 +110	+1%	+$14.9K	0.14%	137
2023 Q1	$1.04M	Hold	7,843	–	–	0.15%	138
2022 Q4	$1M	Buy	7,843 +326	+4%	+$39.5K	0.16%	122
2022 Q3	$799K	Buy	7,517 +422	+6%	+$49K	0.15%	117
2022 Q2	$805K	Buy	7,095 +74	+1%	+$8.6K	0.15%	116
2022 Q1	$832K	Hold	7,021	–	–	0.13%	121
2021 Q4	$975K	Hold	7,021	–	–	0.15%	106
2021 Q3	$859K	Hold	7,021	–	–	0.15%	108
2021 Q2	$808K	Hold	7,021	–	–	0.14%	111
2021 Q1	$760K	Hold	7,021	–	–	0.15%	106
2020 Q4	$743K	Hold	7,021	–	–	0.16%	104
2020 Q3	$641K	Hold	7,021	–	–	0.16%	99
2020 Q2	$610K	Hold	7,021	–	–	0.17%	86
2020 Q1	$481K	Hold	7,021	–	–	0.16%	90
2019 Q4	$707K	Hold	7,021	–	–	0.22%	77
2019 Q3	$796K	Hold	7,021	–	–	0.27%	65
2019 Q2	$777K	Sell	7,021 -432	-6%	-$44.9K	0.28%	63
2019 Q1	$744K	Buy	7,453 +432	+6%	+$40.9K	0.28%	62
2018 Q4	$645K	Buy	+7,021	New	+$628K	0.29%	62

Other funds holding YUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return