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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Novak & Powell Financial Services's YUM Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Yum! Brands (YUM) stake by 0.33% in Q1 2026, buying an estimated $792 and bringing the position to 1,509 shares worth $235K. The position accounts for 0.13% of the portfolio, ranked #146.

Novak & Powell Financial Services first reported a position in YUM in Q4 2023 and has held it in 9 quarters since. 1,435 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

  • Novak & Powell Financial Services held 1,509 shares of Yum! Brands worth $235K as of Q1 2026.
  • Novak & Powell Financial Services bought 5 Yum! Brands shares in Q1 2026, an estimated $792.
  • Yum! Brands made up 0.13% of Novak & Powell Financial Services's portfolio in Q1 2026, its #146 holding.
  • Novak & Powell Financial Services first reported a position in Yum! Brands in Q4 2023 and has held it in 9 quarters since.
  • 1,435 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.