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NewEdge Wealth’s Yum! Brands YUM Stock Holding History

NewEdge Wealth’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 		$731K Buy
4,572
+794
+21% +$123K 0.01% 744
2026
Q1 		$587K Sell
3,778
-3,386
-47% -$536K 0.01% 769
2025
Q4 		$1.08M Buy
7,164
+3,450
+93% +$511K 0.01% 605
2025
Q3 		$555K Sell
3,714
-65
-2% -$9.57K 0.01% 717
2025
Q2 		$539K Buy
3,779
+180
+5% +$26.3K 0.01% 692
2025
Q1 		$566K Sell
3,599
-241
-6% -$34.7K 0.01% 617
2024
Q4 		$515K Buy
3,840
+263
+7% +$35.6K 0.01% 625
2024
Q3 		$500K Buy
3,577
+846
+31% +$112K 0.01% 619
2024
Q2 		$362K Sell
2,731
-328
-11% -$45.1K 0.01% 613
2024
Q1 		$413K Buy
+3,059
New +$408K 0.01% 600

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

NewEdge Wealth's YUM Position: Q2 2026 in Review

NewEdge Wealth increased its Yum! Brands (YUM) stake by 21% in Q2 2026, buying an estimated $123K and bringing the position to 4,572 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #744.

NewEdge Wealth first reported a position in YUM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.08M in Q4 2025. 1,431 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • NewEdge Wealth held 4,572 shares of Yum! Brands worth $731K as of Q2 2026.
  • NewEdge Wealth bought 794 Yum! Brands shares in Q2 2026, an estimated $123K.
  • Yum! Brands made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #744 holding.
  • NewEdge Wealth first reported a position in Yum! Brands in Q1 2024 and has held it in 10 quarters since.
  • NewEdge Wealth's Yum! Brands position peaked at $1.08M in Q4 2025.
  • 1,431 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.