MG
YUM icon

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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return