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Oarsman Capital’s Yum! Brands YUM Stock Holding History

Oarsman 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
Q1 		– Sell
-899
Closed -$121K – 880
2024
Q4 		$121K Hold
899
– – 0.02% 304
2024
Q3 		$126K Buy
+899
New +$120K 0.02% 303
2020
Q1 		– Sell
-2,809
Closed -$283K – 180
2019
Q4 		$283K Sell
2,809
-100
-3% -$10.4K 0.13% 147
2019
Q3 		$330K Sell
2,909
-40
-1% -$4.57K 0.16% 135
2019
Q2 		$326K Hold
2,949
– – 0.15% 138
2019
Q1 		$294K Hold
2,949
– – 0.14% 141
2018
Q4 		$271K Hold
2,949
– – 0.14% 146
2018
Q3 		$268K Sell
2,949
-120
-4% -$10K 0.11% 156
2018
Q2 		$240K Hold
3,069
– – 0.11% 156
2018
Q1 		$261K Buy
3,069
+149
+5% +$12.2K 0.12% 157
2017
Q4 		$238K Sell
2,920
-200
-6% -$15.8K 0.1% 168
2017
Q3 		$230K Hold
3,120
– – 0.1% 170
2017
Q2 		$230K Sell
3,120
-40
-1% -$2.78K 0.11% 166
2017
Q1 		$202K Sell
3,160
-75
-2% -$4.88K 0.09% 177
2016
Q4 		$205K Sell
3,235
-1,717
-35% -$108K 0.13% 149
2016
Q3 		$323K Sell
4,952
-264
-5% -$16.9K 0.16% 143
2016
Q2 		$311K Sell
5,216
-897
-15% -$52.9K 0.16% 142
2016
Q1 		$360K Buy
6,113
+41
+0.7% +$2.15K 0.19% 132
2015
Q4 		$319K Buy
6,072
+320
+6% +$16.7K 0.18% 141
2015
Q3 		$331K Sell
5,752
-97
-2% -$5.87K 0.2% 137
2015
Q2 		$379K Buy
5,849
+21
+0.4% +$1.33K 0.26% 120
2015
Q1 		$330K Buy
5,828
+69
+1% +$3.77K 0.23% 127
2014
Q4 		$302K Buy
5,759
+918
+19% +$47.8K 0.22% 128
2014
Q3 		$250K Buy
4,841
+988
+26% +$52.6K 0.18% 137
2014
Q2 		$225K Buy
3,853
+69
+2% +$3.84K 0.16% 145
2014
Q1 		$205K Buy
+3,784
New +$199K 0.16% 151

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oarsman Capital's YUM Position: Q1 2025 in Review

Oarsman Capital sold out of Yum! Brands (YUM) in Q1 2025, closing a stake of 899 shares — an estimated $121K sold.

Oarsman Capital first reported a position in YUM in Q1 2014 and held it in 26 quarters. The position peaked at $379K in Q2 2015. 1,345 funds tracked by Wall St. Rank hold YUM as of Q1 2025.

  • Oarsman Capital reported no remaining Yum! Brands position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 899 Yum! Brands shares in Q1 2025, an estimated $121K.
  • Oarsman Capital first reported a position in Yum! Brands in Q1 2014 and held it in 26 quarters.
  • Oarsman Capital's Yum! Brands position peaked at $379K in Q2 2015.
  • 1,345 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.