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Montgomery Financial Services’s Yum! Brands YUM Stock Holding History

Montgomery Financial Services’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 		$4.7K Buy
+29
New +$4.49K ﹤0.01% 232

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

Montgomery Financial Services's YUM Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Yum! Brands (YUM) in Q2 2026: 29 shares worth $4.7K. The stake represents ﹤0.01% of the portfolio and ranks #232 among its holdings.

1,363 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Montgomery Financial Services held 29 shares of Yum! Brands worth $4.7K as of Q2 2026.
  • Yum! Brands was a new Montgomery Financial Services position in Q2 2026.
  • Yum! Brands made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #232 holding.
  • 1,363 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.