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

Modera 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	$781K	Sell	4,888 -656	-12%	-$102K	0.01%	387
2026 Q1	$862K	Buy	5,544 +592	+12%	+$93.8K	0.01%	346
2025 Q4	$749K	Buy	4,952 +1	+0%	+$148	0.01%	381
2025 Q3	$753K	Buy	4,951 +111	+2%	+$16.3K	0.01%	382
2025 Q2	$717K	Buy	4,840 +17	+0.4%	+$2.48K	0.01%	376
2025 Q1	$759K	Buy	4,823 +98	+2%	+$14.1K	0.01%	362
2024 Q4	$634K	Buy	4,725 +266	+6%	+$36K	0.01%	393
2024 Q3	$623K	Hold	4,459	–	–	0.01%	378
2024 Q2	$591K	Buy	4,459 +2	+0%	+$275	0.01%	369
2024 Q1	$618K	Sell	4,457 -2	-0%	-$267	0.01%	366
2023 Q4	$583K	Hold	4,459	–	–	0.01%	353
2023 Q3	$557K	Sell	4,459 -45	-1%	-$5.92K	0.01%	344
2023 Q2	$624K	Buy	4,504 +311	+7%	+$42.2K	0.01%	351
2023 Q1	$554K	Buy	4,193 +322	+8%	+$41.4K	0.02%	205
2022 Q4	$496K	Hold	3,871	–	–	0.02%	215
2022 Q3	$412K	Sell	3,871 -750	-16%	-$87.1K	0.02%	208
2022 Q2	$525K	Sell	4,621 -7	-0.2%	-$814	0.03%	189
2022 Q1	$549K	Sell	4,628 -568	-11%	-$70K	0.02%	198
2021 Q4	$722K	Buy	+5,196	New	+$665K	0.03%	212

Other funds holding YUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Modera Wealth Management reduced its Yum! Brands (YUM) stake by 12% in Q2 2026, selling an estimated $102K and leaving 4,888 shares worth $781K. The position accounts for 0.01% of the portfolio, ranked #387.

Modera Wealth Management first reported a position in YUM in Q4 2021 and has held it in 19 quarters since. The position peaked at $862K in Q1 2026. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Modera Wealth Management held 4,888 shares of Yum! Brands worth $781K as of Q2 2026.
Modera Wealth Management sold 656 Yum! Brands shares in Q2 2026, an estimated $102K.
Yum! Brands made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #387 holding.
Modera Wealth Management first reported a position in Yum! Brands in Q4 2021 and has held it in 19 quarters since.
Modera Wealth Management's Yum! Brands position peaked at $862K in Q1 2026.
1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.