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 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 $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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return