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Mutual Advisors’s Yum! Brands YUM Stock Holding History

Mutual 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 		$448K Buy
2,884
+353
+14% +$55.9K 0.01% 931
2025
Q4 		$383K Sell
2,531
-93
-4% -$13.8K 0.01% 997
2025
Q3 		$384K Sell
2,624
-412
-14% -$60.7K 0.01% 972
2025
Q2 		$445K Sell
3,036
-187
-6% -$27.3K 0.01% 840
2025
Q1 		$475K Buy
3,223
+353
+12% +$50.8K 0.01% 733
2024
Q4 		$362K Sell
2,870
-39
-1% -$5.28K 0.01% 828
2024
Q3 		$387K Sell
2,909
-237
-8% -$31.5K 0.01% 798
2024
Q2 		$410K Buy
3,146
+202
+7% +$27.8K 0.01% 778
2024
Q1 		$408K Buy
2,944
+42
+1% +$5.61K 0.01% 767
2023
Q4 		$379K Sell
2,902
-281
-9% -$35.1K 0.01% 743
2023
Q3 		$398K Buy
3,183
+20
+0.6% +$2.63K 0.02% 690
2023
Q2 		$438K Buy
3,163
+14
+0.4% +$1.9K 0.02% 682
2023
Q1 		$416K Buy
3,149
+980
+45% +$126K 0.02% 680
2022
Q4 		$278K Sell
2,169
-139
-6% -$16.8K 0.01% 762
2022
Q3 		$245K Buy
+2,308
New +$268K 0.01% 774

Other funds holding YUM

BlackRock
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
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 $653B AUM 32.41% 1-Year Est. Return