Lountzis Asset Management’s Yum! Brands YUM Stock Holding History

Lountzis 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 Q2	$596K	Sell	3,729 -930	-20%	-$144K	0.19%	33
2026 Q1	$724K	Hold	4,659	–	–	0.27%	27
2025 Q4	$705K	Hold	4,659	–	–	0.25%	27
2025 Q3	$708K	Hold	4,659	–	–	0.23%	31
2025 Q2	$690K	Sell	4,659 -677	-13%	-$98.8K	0.24%	31
2025 Q1	$788K	Hold	5,336	–	–	0.3%	26
2024 Q4	$716K	Hold	5,336	–	–	0.3%	25
2024 Q3	$745K	Hold	5,336	–	–	0.31%	26
2024 Q2	$707K	Hold	5,336	–	–	0.33%	24
2024 Q1	$740K	Hold	5,336	–	–	0.35%	23
2023 Q4	$697K	Hold	5,336	–	–	0.38%	21
2023 Q3	$667K	Hold	5,336	–	–	0.37%	23
2023 Q2	$719K	Sell	5,336 -280	-5%	-$38K	0.4%	23
2023 Q1	$742K	Hold	5,616	–	–	0.44%	21
2022 Q4	$724K	Hold	5,616	–	–	0.43%	22
2022 Q3	$597K	Hold	5,616	–	–	0.41%	23
2022 Q2	$637K	Hold	5,616	–	–	0.43%	22
2022 Q1	$666K	Hold	5,616	–	–	0.37%	21
2021 Q4	$780K	Hold	5,616	–	–	0.45%	20
2021 Q3	$687K	Hold	5,616	–	–	0.43%	20
2021 Q2	$646K	Hold	5,616	–	–	0.39%	20
2021 Q1	$608K	Hold	5,616	–	–	0.4%	20
2020 Q4	$610K	Hold	5,616	–	–	0.45%	20
2020 Q3	$513K	Hold	5,616	–	–	0.44%	18
2020 Q2	$488K	Buy	+5,616	New	+$480K	0.46%	19

Other funds holding YUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lountzis Asset Management's YUM Position: Q2 2026 in Review

Lountzis Asset Management reduced its Yum! Brands (YUM) stake by 20% in Q2 2026, selling an estimated $144K and leaving 3,729 shares worth $596K. The position accounts for 0.19% of the portfolio, ranked #33.

Lountzis Asset Management first reported a position in YUM in Q2 2020 and has held it in 25 quarters since. The position peaked at $788K in Q1 2025. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Lountzis Asset Management held 3,729 shares of Yum! Brands worth $596K as of Q2 2026.
Lountzis Asset Management sold 930 Yum! Brands shares in Q2 2026, an estimated $144K.
Yum! Brands made up 0.19% of Lountzis Asset Management's portfolio in Q2 2026, its #33 holding.
Lountzis Asset Management first reported a position in Yum! Brands in Q2 2020 and has held it in 25 quarters since.
Lountzis Asset Management's Yum! Brands position peaked at $788K in Q1 2025.
1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Lountzis Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.