MFC
YUM icon

Morris Financial Concepts’s Yum! Brands YUM Stock Holding History

Morris Financial Concepts’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 		$298K Buy
+1,918
New +$304K 0.1% 102
2025
Q2 		– Sell
-1,418
Closed -$223K – 203
2025
Q1 		$223K Buy
+1,418
New +$204K 0.09% 122

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morris Financial Concepts's YUM Position: Q1 2026 in Review

Morris Financial Concepts opened a new position in Yum! Brands (YUM) in Q1 2026: 1,918 shares worth $298K. The stake represents 0.1% of the portfolio and ranks #102 among its holdings. This is a return to the name: Morris Financial Concepts previously reported a position in YUM as recently as Q1 2025.

Morris Financial Concepts first reported a position in YUM in Q1 2025 and has held it in 2 quarters since. 1,433 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

  • Morris Financial Concepts held 1,918 shares of Yum! Brands worth $298K as of Q1 2026.
  • Yum! Brands was a new Morris Financial Concepts position in Q1 2026.
  • Yum! Brands made up 0.1% of Morris Financial Concepts's portfolio in Q1 2026, its #102 holding.
  • Morris Financial Concepts first reported a position in Yum! Brands in Q1 2025 and has held it in 2 quarters since.
  • 1,433 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.