MWM
YUM icon

Mindset Wealth Management’s Yum! Brands YUM Stock Holding History

Mindset Wealth Management’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
Q2 		$3.14M Sell
19,660
-400
-2% -$62K 0.61% 15
2026
Q1 		$3.12M Hold
20,060
– – 0.84% 8
2025
Q4 		$3.03M Sell
20,060
-400
-2% -$59.3K 0.8% 9
2025
Q3 		$3.11M Hold
20,460
– – 0.85% 8
2025
Q2 		$3.03M Hold
20,460
– – 0.99% 7
2025
Q1 		$3.22M Buy
20,460
+560
+3% +$80.7K 1.25% 5
2024
Q4 		$2.67M Buy
+19,900
New +$2.69M 0.98% 6

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mindset Wealth Management's YUM Position: Q2 2026 in Review

Mindset Wealth Management reduced its Yum! Brands (YUM) stake by 2% in Q2 2026, selling an estimated $62K and leaving 19,660 shares worth $3.14M. The position accounts for 0.61% of the portfolio, ranked #15.

Mindset Wealth Management first reported a position in YUM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.22M in Q1 2025. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Mindset Wealth Management held 19,660 shares of Yum! Brands worth $3.14M as of Q2 2026.
  • Mindset Wealth Management sold 400 Yum! Brands shares in Q2 2026, an estimated $62K.
  • Yum! Brands made up 0.61% of Mindset Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Mindset Wealth Management first reported a position in Yum! Brands in Q4 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Yum! Brands position peaked at $3.22M in Q1 2025.
  • 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.