NewSquare Capital’s Yum! Brands YUM Stock Holding History

NewSquare Capital’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	-109	Closed	-$16.2K	–	1284
2025 Q2	$16.2K	Buy	109 +7	+7%	+$1.02K	﹤0.01%	531
2025 Q1	$16.1K	Buy	102 +84	+467%	+$12.1K	﹤0.01%	419
2024 Q4	$2.42K	Buy	+18	New	+$2.44K	﹤0.01%	506
2023 Q2	–	Hold	0	–	–	–	959
2023 Q1	–	Hold	0	–	–	–	979
2016 Q4	–	Sell	-568	Closed	-$37K	–	477
2016 Q3	$37K	Hold	568	–	–	0.01%	168
2016 Q2	$34K	Sell	568 -20	-3%	-$1.18K	0.01%	182
2016 Q1	$35K	Buy	588 +172	+41%	+$9.03K	0.01%	181
2015 Q4	$22K	Hold	416	–	–	0.01%	192
2015 Q3	$24K	Hold	416	–	–	0.01%	186
2015 Q2	$27K	Hold	416	–	–	0.01%	191
2015 Q1	$24K	Hold	416	–	–	0.01%	192
2014 Q4	$22K	Hold	416	–	–	0.01%	204
2014 Q3	$22K	Hold	416	–	–	0.01%	212
2014 Q2	$24K	Buy	416 +32	+8%	+$1.78K	0.01%	188
2014 Q1	$21K	Hold	384	–	–	0.01%	176
2013 Q4	$21K	Hold	384	–	–	0.01%	164
2013 Q3	$20K	Buy	+384	New	+$19.9K	0.01%	150

Other funds holding YUM

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

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

Capital International Investors

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

JP Morgan Chase

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

T. Rowe Price Investment Management

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Loomis, Sayles & Company

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

Bank of America

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