Matthew Hamilton Rosenberg’s Yum! Brands YUM Stock Holding History

Matthew Hamilton Rosenberg’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	$132K	Buy	966 +146	+18%	+$21.8K	0.02%	305
2026 Q2	$131K	Buy	820 +79	+11%	+$12.2K	0.02%	307
2026 Q1	$115K	Buy	741 +126	+20%	+$20K	0.02%	302
2025 Q4	$93K	Hold	615	–	–	0.02%	338
2025 Q3	$93.5K	Hold	615	–	–	0.02%	343
2025 Q2	$91.1K	Buy	615 +48	+8%	+$7.01K	0.02%	351
2025 Q1	$89.2K	Hold	567	–	–	0.02%	338
2024 Q4	$76.1K	Sell	567 -159	-22%	-$21.5K	0.02%	351
2024 Q3	$101K	Hold	726	–	–	0.03%	321
2024 Q2	$94.2K	Hold	726	–	–	0.03%	309
2024 Q1	$102K	Hold	726	–	–	0.03%	311
2023 Q4	$94.9K	Sell	726 -73	-9%	-$9.11K	0.03%	319
2023 Q3	$100K	Hold	799	–	–	0.03%	282
2023 Q2	$111K	Buy	799 +73	+10%	+$9.9K	0.04%	276
2023 Q1	$95.9K	Hold	726	–	–	0.03%	326
2022 Q4	$93K	Buy	726 +71	+11%	+$8.6K	0.03%	322
2022 Q3	$70K	Hold	655	–	–	0.03%	358
2022 Q2	$76K	Hold	655	–	–	0.03%	358
2022 Q1	$78K	Buy	655 +496	+312%	+$61.1K	0.03%	361
2021 Q4	$22K	Buy	+159	New	+$20.3K	0.01%	520

Other funds holding YUM

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Matthew Hamilton Rosenberg's YUM Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Yum! Brands (YUM) stake by 18% in Q3 2026, buying an estimated $21.8K and bringing the position to 966 shares worth $132K. The position accounts for 0.02% of the portfolio, ranked #305.

Matthew Hamilton Rosenberg first reported a position in YUM in Q4 2021 and has held it in 20 quarters since. 1,009 funds tracked by Wall St. Rank hold YUM as of Q3 2026.

Matthew Hamilton Rosenberg held 966 shares of Yum! Brands worth $132K as of Q3 2026.
Matthew Hamilton Rosenberg bought 146 Yum! Brands shares in Q3 2026, an estimated $21.8K.
Yum! Brands made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #305 holding.
Matthew Hamilton Rosenberg first reported a position in Yum! Brands in Q4 2021 and has held it in 20 quarters since.
1,009 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.