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Legacy Financial Advisors’s Yum! Brands YUM Stock Holding History

Legacy Financial 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
2026
Q2 		$626K Sell
3,913
-103
-3% -$16K 0.08% 204
2026
Q1 		$624K Buy
4,016
+380
+10% +$60.2K 0.09% 192
2025
Q4 		$550K Sell
3,636
-288
-7% -$42.7K 0.08% 205
2025
Q3 		$596K Sell
3,924
-43
-1% -$6.33K 0.08% 207
2025
Q2 		$588K Sell
3,967
-196
-5% -$28.6K 0.09% 180
2025
Q1 		$655K Buy
4,163
+240
+6% +$34.6K 0.11% 157
2024
Q4 		$526K Buy
3,923
+88
+2% +$11.9K 0.09% 186
2024
Q3 		$536K Buy
3,835
+375
+11% +$49.9K 0.09% 184
2024
Q2 		$458K Buy
3,460
+76
+2% +$10.5K 0.08% 186
2024
Q1 		$469K Buy
3,384
+309
+10% +$41.3K 0.08% 182
2023
Q4 		$402K Buy
3,075
+212
+7% +$26.5K 0.08% 188
2023
Q3 		$358K Buy
2,863
+312
+12% +$41K 0.07% 183
2023
Q2 		$353K Buy
2,551
+108
+4% +$14.6K 0.07% 182
2023
Q1 		$323K Buy
2,443
+145
+6% +$18.7K 0.07% 177
2022
Q4 		$294K Buy
+2,298
New +$278K 0.06% 181
2019
Q4 		– Sell
-1,989
Closed -$226K – 118
2019
Q3 		$226K Buy
1,989
+16
+0.8% +$1.83K 0.08% 106
2019
Q2 		$218K Buy
1,973
+78
+4% +$8.1K 0.08% 107
2019
Q1 		$189K Sell
1,895
-279
-13% -$26.4K 0.06% 110
2018
Q4 		$200K Buy
2,174
+117
+6% +$10.5K 0.08% 99
2018
Q3 		$187K Buy
2,057
+724
+54% +$60.4K 0.07% 111
2018
Q2 		$106K Buy
1,333
+176
+15% +$14.7K 0.04% 164
2018
Q1 		$99K Hold
1,157
– – 0.04% 167
2017
Q4 		$94K Buy
+1,157
New +$91.5K 0.04% 183

Other funds holding YUM

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

Legacy Financial Advisors's YUM Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Yum! Brands (YUM) stake by 2.6% in Q2 2026, selling an estimated $16K and leaving 3,913 shares worth $626K. The position accounts for 0.08% of the portfolio, ranked #204.

Legacy Financial Advisors first reported a position in YUM in Q4 2017 and has held it in 23 quarters since. The position peaked at $655K in Q1 2025. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Legacy Financial Advisors held 3,913 shares of Yum! Brands worth $626K as of Q2 2026.
  • Legacy Financial Advisors sold 103 Yum! Brands shares in Q2 2026, an estimated $16K.
  • Yum! Brands made up 0.08% of Legacy Financial Advisors's portfolio in Q2 2026, its #204 holding.
  • Legacy Financial Advisors first reported a position in Yum! Brands in Q4 2017 and has held it in 23 quarters since.
  • Legacy Financial Advisors's Yum! Brands position peaked at $655K in Q1 2025.
  • 1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.