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Marshall & Sterling Wealth Advisors’s Yum! Brands YUM Stock Holding History

Marshall & Sterling Wealth 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
Q1 		– Sell
-114
Closed -$17.2K – 362
2025
Q4 		$17.2K Sell
114
-6
-5% -$889 0.01% 204
2025
Q3 		$18.1K Buy
120
+1
+0.8% +$147 0.01% 279
2025
Q2 		$17.6K Buy
119
+1
+0.8% +$146 0.01% 272
2025
Q1 		$18.6K Buy
118
+6
+5% +$864 0.01% 257
2024
Q4 		$15K Buy
+112
New +$15.2K 0.01% 209

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's YUM Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors sold out of Yum! Brands (YUM) in Q1 2026, closing a stake of 114 shares — an estimated $17.2K sold.

Marshall & Sterling Wealth Advisors first reported a position in YUM in Q4 2024 and held it in 5 quarters. The position peaked at $18.6K in Q1 2025. 1,444 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining Yum! Brands position as of Q1 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 114 Yum! Brands shares in Q1 2026, an estimated $17.2K.
  • Marshall & Sterling Wealth Advisors first reported a position in Yum! Brands in Q4 2024 and held it in 5 quarters.
  • Marshall & Sterling Wealth Advisors's Yum! Brands position peaked at $18.6K in Q1 2025.
  • 1,444 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.