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Mowery & Schoenfeld Wealth Management’s Yum! Brands YUM Stock Holding History

Mowery & Schoenfeld 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
Q2 		$7.83K Hold
49
– – 0.01% 265
2026
Q1 		$7.62K Hold
49
– – 0.01% 242
2025
Q4 		$7.41K Hold
49
– – 0.01% 279
2025
Q3 		$7.45K Hold
49
– – 0.01% 247
2025
Q2 		$7.26K Hold
49
– – 0.01% 242
2025
Q1 		$7.71K Sell
49
-7
-13% -$1.01K 0.02% 285
2024
Q4 		$7.51K Buy
+56
New +$7.58K 0.01% 256
2024
Q3 		– Sell
-100
Closed -$13.2K – 261
2024
Q2 		$13.2K Hold
100
– – 0.02% 162
2024
Q1 		$13.9K Hold
100
– – 0.03% 110
2023
Q4 		$13.1K Buy
+100
New +$12.5K 0.03% 104

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

Mowery & Schoenfeld Wealth Management's YUM Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Yum! Brands (YUM) position steady in Q2 2026 at 49 shares worth $7.83K. The position accounts for 0.01% of the portfolio, ranked #265.

Mowery & Schoenfeld Wealth Management first reported a position in YUM in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.9K in Q1 2024. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 49 shares of Yum! Brands worth $7.83K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Yum! Brands share count unchanged in Q2 2026.
  • Yum! Brands made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #265 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Yum! Brands in Q4 2023 and has held it in 10 quarters since.
  • Mowery & Schoenfeld Wealth Management's Yum! Brands position peaked at $13.9K in Q1 2024.
  • 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.