Novak & Powell Financial Services’s Yum! Brands YUM Stock Holding History

Novak & Powell Financial Services’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	$242K	Buy	1,513 +4	+0.3%	+$620	0.11%	151
2026 Q1	$235K	Buy	1,509 +5	+0.3%	+$792	0.13%	146
2025 Q4	$228K	Buy	1,504 +4	+0.3%	+$593	0.12%	144
2025 Q3	$228K	Buy	1,500 +5	+0.3%	+$736	0.12%	147
2025 Q2	$222K	Buy	1,495 +5	+0.3%	+$730	0.15%	134
2025 Q1	$235K	Buy	+1,490	New	+$215K	0.15%	135
2024 Q4	–	Sell	-1,481	Closed	-$207K	–	166
2024 Q3	$207K	Sell	1,481 -196	-12%	-$26.1K	0.12%	149
2024 Q2	$222K	Buy	1,677 +6	+0.4%	+$826	0.14%	134
2024 Q1	$232K	Buy	1,671 +1	+0.1%	+$134	0.17%	120
2023 Q4	$218K	Buy	+1,670	New	+$208K	0.15%	127

Other funds holding YUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Novak & Powell Financial Services's YUM Position: Q2 2026 in Review

Novak & Powell Financial Services increased its Yum! Brands (YUM) stake by 0.27% in Q2 2026, buying an estimated $620 and bringing the position to 1,513 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #151.

Novak & Powell Financial Services first reported a position in YUM in Q4 2023 and has held it in 10 quarters since. 1,436 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Novak & Powell Financial Services held 1,513 shares of Yum! Brands worth $242K as of Q2 2026.
Novak & Powell Financial Services bought 4 Yum! Brands shares in Q2 2026, an estimated $620.
Yum! Brands made up 0.11% of Novak & Powell Financial Services's portfolio in Q2 2026, its #151 holding.
Novak & Powell Financial Services first reported a position in Yum! Brands in Q4 2023 and has held it in 10 quarters since.
1,436 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.