Marsico Capital Management’s Yum! Brands YUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$26.3M Buy
+164,295
New +$25.4M 0.69% 37
2025
Q3
– Sell
-47,756
Closed -$7.08M – 91
2025
Q2
$7.08M Sell
47,756
-1,154
-2% -$168K 0.19% 55
2025
Q1
$7.7M Buy
+48,910
New +$7.05M 0.26% 49

Other funds holding YUM

Marsico Capital Management's YUM Position: Q2 2026 in Review

Marsico Capital Management opened a new position in Yum! Brands (YUM) in Q2 2026: 164,295 shares worth $26.3M. The stake represents 0.69% of the portfolio and ranks #37 among its holdings. This is a return to the name: Marsico Capital Management previously reported a position in YUM as recently as Q2 2025.

Marsico Capital Management first reported a position in YUM in Q1 2025 and has held it in 3 quarters since. 1,438 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Marsico Capital Management held 164,295 shares of Yum! Brands worth $26.3M as of Q2 2026.
  • Yum! Brands was a new Marsico Capital Management position in Q2 2026.
  • Yum! Brands made up 0.69% of Marsico Capital Management's portfolio in Q2 2026, its #37 holding.
  • Marsico Capital Management first reported a position in Yum! Brands in Q1 2025 and has held it in 3 quarters since.
  • 1,438 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Marsico Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.