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 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 $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Advisors's YUM Position: Q1 2025 in Review

Legacy Advisors opened a new position in Yum! Brands (YUM) in Q1 2025: 1,371 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #396 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in YUM as recently as Q1 2020.

Legacy Advisors first reported a position in YUM in Q4 2016 and has held it in 15 quarters since. The position peaked at $620K in Q1 2019. 1,348 funds tracked by Wall St. Rank hold YUM as of Q1 2025.

Legacy Advisors held 1,371 shares of Yum! Brands worth $216K as of Q1 2025.
Yum! Brands was a new Legacy Advisors position in Q1 2025.
Yum! Brands made up 0.02% of Legacy Advisors's portfolio in Q1 2025, its #396 holding.
Legacy Advisors first reported a position in Yum! Brands in Q4 2016 and has held it in 15 quarters since.
Legacy Advisors's Yum! Brands position peaked at $620K in Q1 2019.
1,348 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.