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
2024 Q4	–	Sell	-1,900	Closed	-$265K	–	1617
2024 Q3	$265K	Hold	1,900	–	–	﹤0.01%	1210
2024 Q2	$252K	Hold	1,900	–	–	﹤0.01%	1199
2024 Q1	$263K	Hold	1,900	–	–	﹤0.01%	1149
2023 Q4	$248K	Hold	1,900	–	–	﹤0.01%	1122
2023 Q3	$237K	Hold	1,900	–	–	﹤0.01%	1021
2023 Q2	$263K	Hold	1,900	–	–	﹤0.01%	996
2023 Q1	$251K	Hold	1,900	–	–	﹤0.01%	927
2022 Q4	$243K	Hold	1,900	–	–	﹤0.01%	851
2022 Q3	$202K	Hold	1,900	–	–	﹤0.01%	885
2022 Q2	$215K	Hold	1,900	–	–	﹤0.01%	847
2022 Q1	$225K	Sell	1,900 -2,600	-58%	-$320K	﹤0.01%	921
2021 Q4	$624K	Hold	4,500	–	–	0.01%	545
2021 Q3	$550K	Hold	4,500	–	–	0.01%	557
2021 Q2	$517K	Buy	4,500 +800	+22%	+$94.3K	0.01%	534
2021 Q1	$400K	Hold	3,700	–	–	0.01%	565
2020 Q4	$401K	Hold	3,700	–	–	0.01%	533
2020 Q3	$337K	Hold	3,700	–	–	0.01%	455
2020 Q2	$321K	Buy	+3,700	New	+$316K	0.01%	433

Other funds holding YUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lido Advisors's YUM Position: Q1 2026 in Review

Lido Advisors reduced its Yum! Brands (YUM) stake by 29% in Q1 2026, selling an estimated $970K and leaving 15,228 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #664.

Lido Advisors first reported a position in YUM in Q3 2019 and has held it in 26 quarters since. The position peaked at $3.91M in Q1 2025. 1,434 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

Lido Advisors held 15,228 shares of Yum! Brands worth $2.37M as of Q1 2026.
Lido Advisors sold 6,123 Yum! Brands shares in Q1 2026, an estimated $970K.
Yum! Brands made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #664 holding.
Lido Advisors first reported a position in Yum! Brands in Q3 2019 and has held it in 26 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 Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.