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Legacy Wealth Asset Management’s Yum! Brands YUM Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$689K Sell
5,056
-125
-2% -$18.7K 0.15% 198
2026
Q2 		$828K Sell
5,181
-32
-0.6% -$4.96K 0.18% 155
2026
Q1 		$811K Buy
5,213
+27
+0.5% +$4.28K 0.2% 158
2025
Q4 		$785K Buy
5,186
+46
+0.9% +$6.81K 0.19% 160
2025
Q3 		$781K Buy
5,140
+32
+0.6% +$4.71K 0.19% 158
2025
Q2 		$757K Sell
5,108
-11
-0.2% -$1.61K 0.19% 146
2025
Q1 		$806K Sell
5,119
-87
-2% -$12.5K 0.22% 121
2024
Q4 		$698K Sell
5,206
-15
-0.3% -$2.03K 0.19% 162
2024
Q3 		$729K Buy
5,221
+19
+0.4% +$2.53K 0.2% 152
2024
Q2 		$689K Sell
5,202
-4,341
-45% -$597K 0.19% 145
2024
Q1 		$1.32M Buy
9,543
+126
+1% +$16.8K 0.37% 68
2023
Q4 		$1.23M Buy
9,417
+53
+0.6% +$6.62K 0.4% 71
2023
Q3 		$1.17M Sell
9,364
-75
-0.8% -$9.87K 0.43% 69
2023
Q2 		$1.31M Sell
9,439
-32
-0.3% -$4.34K 0.46% 59
2023
Q1 		$1.25M Sell
9,471
-79
-0.8% -$10.2K 0.45% 60
2022
Q4 		$1.22M Buy
9,550
+114
+1% +$13.8K 0.47% 57
2022
Q3 		$1M Buy
9,436
+1,534
+19% +$178K 0.44% 67
2022
Q2 		$897K Buy
7,902
+57
+0.7% +$6.63K 0.36% 99
2022
Q1 		$930K Buy
7,845
+227
+3% +$28K 0.33% 117
2021
Q4 		$1.06M Buy
7,618
+233
+3% +$29.8K 0.36% 88
2021
Q3 		$903K Buy
7,385
+36
+0.5% +$4.57K 0.41% 85
2021
Q2 		$845K Buy
7,349
+100
+1% +$11.8K 0.38% 103
2021
Q1 		$784K Buy
7,249
+153
+2% +$16.2K 0.36% 102
2020
Q4 		$770K Buy
+7,096
New +$724K 0.39% 91

Other funds holding YUM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Legacy Wealth Asset Management's YUM Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Yum! Brands (YUM) stake by 2.4% in Q3 2026, selling an estimated $18.7K and leaving 5,056 shares worth $689K. The position accounts for 0.15% of the portfolio, ranked #198.

Legacy Wealth Asset Management first reported a position in YUM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.32M in Q1 2024. 71 funds tracked by Wall St. Rank hold YUM as of Q3 2026.

  • Legacy Wealth Asset Management held 5,056 shares of Yum! Brands worth $689K as of Q3 2026.
  • Legacy Wealth Asset Management sold 125 Yum! Brands shares in Q3 2026, an estimated $18.7K.
  • Yum! Brands made up 0.15% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #198 holding.
  • Legacy Wealth Asset Management first reported a position in Yum! Brands in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Yum! Brands position peaked at $1.32M in Q1 2024.
  • 71 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.