Neo Ivy Capital Management’s Yum! Brands YUM Stock Holding History

Neo Ivy Capital 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
2025 Q3	–	Sell	-2,705	Closed	-$401K	–	554
2025 Q2	$401K	Buy	+2,705	New	+$395K	0.13%	212
2023 Q4	–	Sell	-5,128	Closed	-$641K	–	474
2023 Q3	$641K	Buy	+5,128	New	+$675K	0.28%	116
2022 Q4	–	Sell	-736	Closed	-$78K	–	561
2022 Q3	$78K	Buy	+736	New	+$85.4K	0.21%	178
2022 Q2	–	Sell	-854	Closed	-$102K	–	641
2022 Q1	$102K	Buy	+854	New	+$105K	0.09%	301
2021 Q4	–	Sell	-7,306	Closed	-$635K	–	655
2021 Q3	$635K	Sell	7,306 -116	-2%	-$14.7K	0.73%	26
2021 Q2	$854K	Buy	+7,422	New	+$875K	0.86%	15
2021 Q1	–	Sell	-136	Closed	-$15K	–	641
2020 Q4	$15K	Sell	136 -3,434	-96%	-$351K	0.02%	373
2020 Q3	$325K	Sell	3,570 -3,736	-51%	-$344K	0.33%	107
2020 Q2	$635K	Buy	7,306 +4,452	+156%	+$380K	0.73%	26
2020 Q1	$196K	Buy	+2,854	New	+$266K	0.32%	118
2019 Q2	–	Sell	-6,888	Closed	-$687K	–	425
2019 Q1	$687K	Buy	+6,888	New	+$652K	0.39%	125

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Neo Ivy Capital Management's YUM Position: Q3 2025 in Review

Neo Ivy Capital Management sold out of Yum! Brands (YUM) in Q3 2025, closing a stake of 2,705 shares — an estimated $401K sold.

Neo Ivy Capital Management first reported a position in YUM in Q1 2019 and held it in 11 quarters. The position peaked at $854K in Q2 2021. 1,328 funds tracked by Wall St. Rank hold YUM as of Q3 2025.

Neo Ivy Capital Management reported no remaining Yum! Brands position as of Q3 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 2,705 Yum! Brands shares in Q3 2025, an estimated $401K.
Neo Ivy Capital Management first reported a position in Yum! Brands in Q1 2019 and held it in 11 quarters.
Neo Ivy Capital Management's Yum! Brands position peaked at $854K in Q2 2021.
1,328 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2025.

Based on Neo Ivy Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.