Modera Wealth Management
YUM icon

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
Q3 		$654K Sell
4,796
-92
-2% -$13.8K 0.01% 419
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Modera Wealth Management's YUM Position: Q3 2026 in Review

Modera Wealth Management reduced its Yum! Brands (YUM) stake by 1.9% in Q3 2026, selling an estimated $13.8K and leaving 4,796 shares worth $654K. The position accounts for 0.01% of the portfolio, ranked #419.

Modera Wealth Management first reported a position in YUM in Q4 2021 and has held it in 20 quarters since. The position peaked at $862K in Q1 2026. 1,160 funds tracked by Wall St. Rank hold YUM as of Q3 2026.

  • Modera Wealth Management held 4,796 shares of Yum! Brands worth $654K as of Q3 2026.
  • Modera Wealth Management sold 92 Yum! Brands shares in Q3 2026, an estimated $13.8K.
  • Yum! Brands made up 0.01% of Modera Wealth Management's portfolio in Q3 2026, its #419 holding.
  • Modera Wealth Management first reported a position in Yum! Brands in Q4 2021 and has held it in 20 quarters since.
  • Modera Wealth Management's Yum! Brands position peaked at $862K in Q1 2026.
  • 1,160 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.