Legacy Advisors’s Yum! Brands YUM Stock Holding History

Legacy 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
2025 Q2	–	Sell	-1,371	Closed	-$216K	–	425
2025 Q1	$216K	Buy	+1,371	New	+$197K	0.02%	396
2020 Q2	–	Sell	-3,108	Closed	-$213K	–	112
2020 Q1	$213K	Hold	3,108	–	–	0.21%	87
2019 Q4	$313K	Hold	3,108	–	–	0.2%	102
2019 Q3	$353K	Hold	3,108	–	–	0.26%	74
2019 Q2	$344K	Sell	3,108 -3,108	-50%	-$323K	0.23%	81
2019 Q1	$620K	Buy	6,216 +3,108	+100%	+$294K	0.2%	89
2018 Q4	$286K	Hold	3,108	–	–	0.22%	91
2018 Q3	$283K	Hold	3,108	–	–	0.14%	117
2018 Q2	$243K	Buy	3,108 +2,708	+677%	+$226K	0.18%	84
2018 Q1	$34K	Hold	400	–	–	0.03%	181
2017 Q4	$32K	Hold	400	–	–	0.03%	153
2017 Q3	$29K	Hold	400	–	–	0.03%	140
2017 Q2	$29K	Hold	400	–	–	0.04%	124
2017 Q1	$25K	Hold	400	–	–	0.03%	121
2016 Q4	$25K	Buy	+400	New	+$25.1K	0.03%	136

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Legacy Advisors's YUM Position: Q2 2025 in Review

Legacy Advisors sold out of Yum! Brands (YUM) in Q2 2025, closing a stake of 1,371 shares — an estimated $216K sold.

Legacy Advisors first reported a position in YUM in Q4 2016 and held it in 15 quarters. The position peaked at $620K in Q1 2019. 1,339 funds tracked by Wall St. Rank hold YUM as of Q2 2025.

Legacy Advisors reported no remaining Yum! Brands position as of Q2 2025 after selling out during the quarter.
Legacy Advisors sold 1,371 Yum! Brands shares in Q2 2025, an estimated $216K.
Legacy Advisors first reported a position in Yum! Brands in Q4 2016 and held it in 15 quarters.
Legacy Advisors's Yum! Brands position peaked at $620K in Q1 2019.
1,339 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.