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Naples Global Advisors’s Yum! Brands YUM Stock Holding History

Naples Global 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 		$531K Hold
3,321
– – 0.03% 330
2026
Q1 		$516K Sell
3,321
-30
-0.9% -$4.75K 0.04% 323
2025
Q4 		$507K Hold
3,351
– – 0.04% 329
2025
Q3 		$509K Sell
3,351
-40
-1% -$5.89K 0.04% 317
2025
Q2 		$502K Hold
3,391
– – 0.04% 303
2025
Q1 		$534K Hold
3,391
– – 0.05% 284
2024
Q4 		$455K Hold
3,391
– – 0.04% 305
2024
Q3 		$474K Buy
3,391
+30
+0.9% +$3.99K 0.04% 299
2024
Q2 		$445K Sell
3,361
-103
-3% -$14.2K 0.04% 294
2024
Q1 		$480K Hold
3,464
– – 0.05% 293
2023
Q4 		$453K Hold
3,464
– – 0.05% 292
2023
Q3 		$433K Buy
3,464
+400
+13% +$52.6K 0.05% 291
2023
Q2 		$425K Buy
3,064
+31
+1% +$4.2K 0.05% 298
2023
Q1 		$401K Hold
3,033
– – 0.05% 303
2022
Q4 		$388K Hold
3,033
– – 0.05% 303
2022
Q3 		$323K Buy
3,033
+403
+15% +$46.8K 0.04% 308
2022
Q2 		$299K Sell
2,630
-526
-17% -$61.2K 0.04% 321
2022
Q1 		$374K Sell
3,156
-500
-14% -$61.6K 0.04% 313
2021
Q4 		$508K Hold
3,656
– – 0.06% 282
2021
Q3 		$447K Hold
3,656
– – 0.06% 289
2021
Q2 		$421K Hold
3,656
– – 0.06% 287
2021
Q1 		$396K Buy
+3,656
New +$387K 0.06% 283
2015
Q3 		– Sell
-3,401
Closed -$220K – 235
2015
Q2 		$220K Sell
3,401
-981
-22% -$62.2K 0.11% 226
2015
Q1 		$248K Buy
4,382
+283
+7% +$15.4K 0.12% 224
2014
Q4 		$215K Buy
+4,099
New +$213K 0.11% 212
2014
Q3 		– Sell
-3,832
Closed -$224K – 225
2014
Q2 		$224K Sell
3,832
-209
-5% -$11.6K 0.13% 218
2014
Q1 		$219K Buy
4,041
+70
+2% +$3.69K 0.13% 239
2013
Q4 		$216K Buy
+3,971
New +$204K 0.14% 229

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

Naples Global Advisors's YUM Position: Q2 2026 in Review

Naples Global Advisors held its Yum! Brands (YUM) position steady in Q2 2026 at 3,321 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #330.

Naples Global Advisors first reported a position in YUM in Q4 2013 and has held it in 28 quarters since. The position peaked at $534K in Q1 2025. 1,433 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Naples Global Advisors held 3,321 shares of Yum! Brands worth $531K as of Q2 2026.
  • Naples Global Advisors left its Yum! Brands share count unchanged in Q2 2026.
  • Yum! Brands made up 0.03% of Naples Global Advisors's portfolio in Q2 2026, its #330 holding.
  • Naples Global Advisors first reported a position in Yum! Brands in Q4 2013 and has held it in 28 quarters since.
  • Naples Global Advisors's Yum! Brands position peaked at $534K in Q1 2025.
  • 1,433 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.