Mather Group
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Mather Group’s Yum! Brands YUM Stock Holding History

Mather Group’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
Q3 		$326K Sell
2,391
-177
-7% -$26.5K ﹤0.01% 658
2026
Q2 		$410K Buy
2,568
+48
+2% +$7.43K ﹤0.01% 591
2026
Q1 		$392K Buy
2,520
+50
+2% +$7.92K ﹤0.01% 556
2025
Q4 		$374K Buy
2,470
+239
+11% +$35.4K ﹤0.01% 470
2025
Q3 		$339K Buy
2,231
+312
+16% +$45.9K ﹤0.01% 484
2025
Q2 		$284K Buy
1,919
+11
+0.6% +$1.61K ﹤0.01% 515
2025
Q1 		$300K Buy
1,908
+82
+4% +$11.8K ﹤0.01% 487
2024
Q4 		$245K Sell
1,826
-35
-2% -$4.73K ﹤0.01% 510
2024
Q3 		$260K Sell
1,861
-149
-7% -$19.8K ﹤0.01% 498
2024
Q2 		$279K Buy
2,010
+1,417
+239% +$195K ﹤0.01% 549
2024
Q1 		$77.5K Sell
593
-958
-62% -$128K ﹤0.01% 771
2023
Q4 		$203K Buy
+1,551
New +$194K ﹤0.01% 541
2023
Q3 		– Sell
-394
Closed -$54.6K – 636
2023
Q2 		$54.6K Buy
+394
New +$53.4K ﹤0.01% 569

Other funds holding YUM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Mather Group's YUM Position: Q3 2026 in Review

Mather Group reduced its Yum! Brands (YUM) stake by 6.9% in Q3 2026, selling an estimated $26.5K and leaving 2,391 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Mather Group first reported a position in YUM in Q2 2023 and has held it in 13 quarters since. The position peaked at $410K in Q2 2026. 336 funds tracked by Wall St. Rank hold YUM as of Q3 2026.

  • Mather Group held 2,391 shares of Yum! Brands worth $326K as of Q3 2026.
  • Mather Group sold 177 Yum! Brands shares in Q3 2026, an estimated $26.5K.
  • Yum! Brands made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #658 holding.
  • Mather Group first reported a position in Yum! Brands in Q2 2023 and has held it in 13 quarters since.
  • Mather Group's Yum! Brands position peaked at $410K in Q2 2026.
  • 336 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.