MSH Capital Advisors’s Yum! Brands YUM Stock Holding History

MSH Capital 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 Q1	$479K	Buy	3,082 +55	+2%	+$8.71K	0.1%	181
2025 Q4	$458K	Sell	3,027 -57	-2%	-$8.44K	0.1%	184
2025 Q3	$469K	Hold	3,084	–	–	0.13%	173
2025 Q2	$457K	Hold	3,084	–	–	0.13%	172
2025 Q1	$485K	Buy	3,084 +4	+0.1%	+$576	0.15%	153
2024 Q4	$413K	Hold	3,080	–	–	0.13%	166
2024 Q3	$430K	Hold	3,080	–	–	0.13%	163
2024 Q2	$408K	Hold	3,080	–	–	0.14%	155
2024 Q1	$427K	Sell	3,080 -25	-0.8%	-$3.34K	0.15%	144
2023 Q4	$406K	Sell	3,105 -115	-4%	-$14.4K	0.15%	141
2023 Q3	$402K	Hold	3,220	–	–	0.16%	142
2023 Q2	$446K	Buy	3,220 +25	+0.8%	+$3.39K	0.16%	136
2023 Q1	$422K	Hold	3,195	–	–	0.18%	129
2022 Q4	$409K	Hold	3,195	–	–	0.18%	123
2022 Q3	$340K	Buy	3,195 +1	+0%	+$116	0.17%	124
2022 Q2	$363K	Hold	3,194	–	–	0.17%	128
2022 Q1	$379K	Hold	3,194	–	–	0.16%	135
2021 Q4	$444K	Buy	+3,194	New	+$409K	0.2%	116

Other funds holding YUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return