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Mount Yale Investment Advisors’s Yum! Brands YUM Stock Holding History

Mount Yale Investment Advisors’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 		$972K Sell
6,080
-1,862
-23% -$288K 0.02% 591
2026
Q1 		$1.23M Buy
7,942
+6,100
+331% +$966K 0.03% 474
2025
Q4 		$279K Sell
1,842
-1,515
-45% -$224K 0.01% 607
2025
Q3 		$510K Buy
3,357
+833
+33% +$123K 0.04% 415
2025
Q2 		$374K Buy
2,524
+158
+7% +$23.1K 0.03% 408
2025
Q1 		$372K Buy
2,366
+281
+13% +$40.5K 0.03% 385
2024
Q4 		$280K Sell
2,085
-360
-15% -$48.7K 0.02% 460
2024
Q3 		$342K Sell
2,445
-200
-8% -$26.6K 0.03% 398
2024
Q2 		$350K Sell
2,645
-917
-26% -$126K 0.03% 403
2024
Q1 		$494K Sell
3,562
-25
-0.7% -$3.34K 0.04% 349
2023
Q4 		$469K Sell
3,587
-72
-2% -$8.99K 0.04% 327
2023
Q3 		$457K Sell
3,659
-180
-5% -$23.7K 0.05% 318
2023
Q2 		$532K Sell
3,839
-77
-2% -$10.4K 0.06% 297
2023
Q1 		$517K Sell
3,916
-415
-10% -$53.4K 0.06% 292
2022
Q4 		$555K Buy
4,331
+207
+5% +$25.1K 0.06% 265
2022
Q3 		$439K Sell
4,124
-804
-16% -$93.3K 0.06% 284
2022
Q2 		$559K Buy
+4,928
New +$573K 0.07% 270
2018
Q4 		– Sell
-100
Closed -$9K – 799
2018
Q3 		$9K Hold
100
– – ﹤0.01% 865
2018
Q2 		$8K Hold
100
– – ﹤0.01% 884
2018
Q1 		$9K Buy
+100
New +$8.2K ﹤0.01% 865

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

Mount Yale Investment Advisors's YUM Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Yum! Brands (YUM) stake by 23% in Q2 2026, selling an estimated $288K and leaving 6,080 shares worth $972K. The position accounts for 0.02% of the portfolio, ranked #591.

Mount Yale Investment Advisors first reported a position in YUM in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.23M in Q1 2026. 1,431 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Mount Yale Investment Advisors held 6,080 shares of Yum! Brands worth $972K as of Q2 2026.
  • Mount Yale Investment Advisors sold 1,862 Yum! Brands shares in Q2 2026, an estimated $288K.
  • Yum! Brands made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #591 holding.
  • Mount Yale Investment Advisors first reported a position in Yum! Brands in Q1 2018 and has held it in 20 quarters since.
  • Mount Yale Investment Advisors's Yum! Brands position peaked at $1.23M in Q1 2026.
  • 1,431 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.