Kovitz Investment Group Partners
YUM icon

Kovitz Investment Group Partners’s Yum! Brands YUM Stock Holding History

Kovitz Investment Group 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 		$312K Sell
1,954
-15
-0.8% -$2.32K 0.01% 430
2026
Q1 		$306K Sell
1,969
-933
-32% -$148K 0.01% 443
2025
Q4 		$439K Sell
2,902
-40,845
-93% -$6.05M 0.01% 406
2025
Q3 		$6.65M Buy
43,747
+596
+1% +$87.8K 0.03% 407
2025
Q2 		$6.39M Buy
43,151
+3,890
+10% +$568K 0.03% 400
2025
Q1 		$6.18M Buy
39,261
+1,729
+5% +$249K 0.03% 363
2024
Q4 		$5.04M Buy
37,532
+23,383
+165% +$3.16M 0.02% 399
2024
Q3 		$1.63M Buy
14,149
+11,601
+455% +$1.54M 0.01% 526
2024
Q2 		$340K Buy
+2,548
New +$351K ﹤0.01% 713

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kovitz Investment Group Partners's YUM Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Yum! Brands (YUM) stake by 0.76% in Q2 2026, selling an estimated $2.32K and leaving 1,954 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #430.

Kovitz Investment Group Partners first reported a position in YUM in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.65M in Q3 2025. 1,431 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Kovitz Investment Group Partners held 1,954 shares of Yum! Brands worth $312K as of Q2 2026.
  • Kovitz Investment Group Partners sold 15 Yum! Brands shares in Q2 2026, an estimated $2.32K.
  • Yum! Brands made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #430 holding.
  • Kovitz Investment Group Partners first reported a position in Yum! Brands in Q2 2024 and has held it in 9 quarters since.
  • Kovitz Investment Group Partners's Yum! Brands position peaked at $6.65M in Q3 2025.
  • 1,431 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.