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LVW Advisors’s Yum! Brands YUM Stock Holding History

LVW 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 		$209K Sell
1,309
-36
-3% -$5.58K 0.02% 445
2026
Q1 		$209K Sell
1,345
-64
-5% -$10.1K 0.02% 411
2025
Q4 		$213K Sell
1,409
-158
-10% -$23.4K 0.02% 322
2025
Q3 		$238K Buy
1,567
+126
+9% +$18.6K 0.02% 313
2025
Q2 		$214K Buy
+1,441
New +$210K 0.02% 310

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

LVW Advisors's YUM Position: Q2 2026 in Review

LVW Advisors reduced its Yum! Brands (YUM) stake by 2.7% in Q2 2026, selling an estimated $5.58K and leaving 1,309 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #445.

LVW Advisors first reported a position in YUM in Q2 2025 and has held it in 5 quarters since. The position peaked at $238K in Q3 2025. 1,431 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • LVW Advisors held 1,309 shares of Yum! Brands worth $209K as of Q2 2026.
  • LVW Advisors sold 36 Yum! Brands shares in Q2 2026, an estimated $5.58K.
  • Yum! Brands made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #445 holding.
  • LVW Advisors first reported a position in Yum! Brands in Q2 2025 and has held it in 5 quarters since.
  • LVW Advisors's Yum! Brands position peaked at $238K in Q3 2025.
  • 1,431 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.