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	–	1272
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
2016 Q4	–	Sell	-568	Closed	-$37K	–	461
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 $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewSquare Capital's YUM Position: Q3 2025 in Review

NewSquare Capital sold out of Yum! Brands (YUM) in Q3 2025, closing a stake of 109 shares — an estimated $16.2K sold.

NewSquare Capital first reported a position in YUM in Q3 2013 and held it in 16 quarters. The position peaked at $37K in Q3 2016. 1,328 funds tracked by Wall St. Rank hold YUM as of Q3 2025.

NewSquare Capital reported no remaining Yum! Brands position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 109 Yum! Brands shares in Q3 2025, an estimated $16.2K.
NewSquare Capital first reported a position in Yum! Brands in Q3 2013 and held it in 16 quarters.
NewSquare Capital's Yum! Brands position peaked at $37K in Q3 2016.
1,328 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2025.

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