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Obermeyer Wealth Partners’s Yum! Brands YUM Stock Holding History

Obermeyer Wealth Partners’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 		$244K Buy
1,527
+37
+2% +$5.73K 0.01% 278
2026
Q1 		$232K Hold
1,490
– – 0.01% 274
2025
Q4 		$225K Sell
1,490
-17
-1% -$2.52K 0.01% 270
2025
Q3 		$229K Sell
1,507
-201
-12% -$29.6K 0.01% 268
2025
Q2 		$253K Buy
1,708
+17
+1% +$2.48K 0.01% 242
2025
Q1 		$266K Buy
+1,691
New +$244K 0.01% 217

Other funds holding YUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Obermeyer Wealth Partners's YUM Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its Yum! Brands (YUM) stake by 2.5% in Q2 2026, buying an estimated $5.73K and bringing the position to 1,527 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #278.

Obermeyer Wealth Partners first reported a position in YUM in Q1 2025 and has held it in 6 quarters since. The position peaked at $266K in Q1 2025. 1,431 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Obermeyer Wealth Partners held 1,527 shares of Yum! Brands worth $244K as of Q2 2026.
  • Obermeyer Wealth Partners bought 37 Yum! Brands shares in Q2 2026, an estimated $5.73K.
  • Yum! Brands made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #278 holding.
  • Obermeyer Wealth Partners first reported a position in Yum! Brands in Q1 2025 and has held it in 6 quarters since.
  • Obermeyer Wealth Partners's Yum! Brands position peaked at $266K in Q1 2025.
  • 1,431 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.