Lido Advisors
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Lido Advisors’s Yum! Brands YUM Stock Holding History

Lido 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 		$2.98M Buy
18,662
+3,434
+23% +$532K 0.01% 660
2026
Q1 		$2.37M Sell
15,228
-6,123
-29% -$970K 0.01% 664
2025
Q4 		$3.24M Buy
21,351
+108
+0.5% +$16K 0.01% 577
2025
Q3 		$3.23M Sell
21,243
-1,090
-5% -$160K 0.01% 557
2025
Q2 		$3.31M Sell
22,333
-2,539
-10% -$371K 0.01% 464
2025
Q1 		$3.91M Buy
24,872
+5,455
+28% +$786K 0.02% 396
2024
Q4 		$2.61M Buy
19,417
+3,313
+21% +$448K 0.01% 460
2024
Q3 		$2.25M Buy
16,104
+4,854
+43% +$645K 0.01% 445
2024
Q2 		$1.49M Buy
11,250
+3,573
+47% +$492K 0.01% 528
2024
Q1 		$1.06M Buy
7,677
+1,059
+16% +$141K 0.01% 633
2023
Q4 		$865K Buy
6,618
+868
+15% +$108K 0.01% 666
2023
Q3 		$718K Buy
5,750
+252
+5% +$33.1K 0.01% 642
2023
Q2 		$762K Buy
5,498
+879
+19% +$119K 0.01% 608
2023
Q1 		$610K Buy
4,619
+290
+7% +$37.3K 0.01% 612
2022
Q4 		$555K Buy
4,329
+227
+6% +$27.5K 0.01% 557
2022
Q3 		$436K Buy
4,102
+669
+19% +$77.7K 0.01% 592
2022
Q2 		$389K Buy
3,433
+103
+3% +$12K 0.01% 626
2022
Q1 		$394K Sell
3,330
-2,395
-42% -$295K ﹤0.01% 690
2021
Q4 		$794K Sell
5,725
-5
-0.1% -$639 0.01% 472
2021
Q3 		$700K Buy
5,730
+104
+2% +$13.2K 0.01% 482
2021
Q2 		$647K Sell
5,626
-1,060
-16% -$125K 0.01% 476
2021
Q1 		$723K Buy
6,686
+1,979
+42% +$209K 0.01% 411
2020
Q4 		$511K Buy
4,707
+48
+1% +$4.9K 0.01% 473
2020
Q3 		$425K Buy
4,659
+20
+0.4% +$1.84K 0.01% 409
2020
Q2 		$403K Buy
+4,639
New +$396K 0.01% 386
2020
Q1 		– Sell
-2,819
Closed -$284K – 690
2019
Q4 		$284K Buy
2,819
+547
+24% +$56.7K 0.01% 519
2019
Q3 		$258K Buy
+2,272
New +$260K 0.01% 484

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

Lido Advisors's YUM Position: Q2 2026 in Review

Lido Advisors increased its Yum! Brands (YUM) stake by 23% in Q2 2026, buying an estimated $532K and bringing the position to 18,662 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #660.

Lido Advisors first reported a position in YUM in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.91M in Q1 2025. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Lido Advisors held 18,662 shares of Yum! Brands worth $2.98M as of Q2 2026.
  • Lido Advisors bought 3,434 Yum! Brands shares in Q2 2026, an estimated $532K.
  • Yum! Brands made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #660 holding.
  • Lido Advisors first reported a position in Yum! Brands in Q3 2019 and has held it in 27 quarters since.
  • Lido Advisors's Yum! Brands position peaked at $3.91M in Q1 2025.
  • 1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.