OneAscent Wealth Management’s Yum! Brands YUM Stock Holding History

OneAscent Wealth Management’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	$324K	Buy	2,027 +2	+0.1%	+$310	0.1%	111
2026 Q1	$315K	Buy	2,025 +6	+0.3%	+$950	0.1%	108
2025 Q4	$305K	Sell	2,019 -79	-4%	-$11.7K	0.1%	110
2025 Q3	$319K	Hold	2,098	–	–	0.11%	115
2025 Q2	$311K	Buy	+2,098	New	+$306K	0.11%	114
2025 Q1	–	Sell	-2,258	Closed	-$303K	–	167
2024 Q4	$303K	Buy	2,258 +43	+2%	+$5.82K	0.12%	108
2024 Q3	$309K	Buy	+2,215	New	+$294K	0.12%	125
2024 Q2	–	Sell	-2,175	Closed	-$302K	–	184
2024 Q1	$302K	Hold	2,175	–	–	0.12%	125
2023 Q4	$284K	Hold	2,175	–	–	0.11%	126
2023 Q3	$272K	Buy	+2,175	New	+$286K	0.12%	120
2023 Q2	–	Sell	-2,175	Closed	-$287K	–	188
2023 Q1	$287K	Hold	2,175	–	–	0.11%	129
2022 Q4	$279K	Buy	2,175 +160	+8%	+$19.4K	0.13%	121
2022 Q3	$214K	Sell	2,015 -13	-0.6%	-$1.51K	0.11%	133
2022 Q2	$230K	Buy	2,028 +13	+0.6%	+$1.51K	0.12%	149
2022 Q1	$239K	Buy	+2,015	New	+$248K	0.12%	172
2021 Q1	$206K	Hold	1,908	–	–	0.09%	198
2020 Q4	$207K	Buy	+1,908	New	+$195K	0.09%	186

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

OneAscent Wealth Management's YUM Position: Q2 2026 in Review

OneAscent Wealth Management increased its Yum! Brands (YUM) stake by 0.1% in Q2 2026, buying an estimated $310 and bringing the position to 2,027 shares worth $324K. The position accounts for 0.1% of the portfolio, ranked #111.

OneAscent Wealth Management first reported a position in YUM in Q4 2020 and has held it in 17 quarters since. 1,433 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

OneAscent Wealth Management held 2,027 shares of Yum! Brands worth $324K as of Q2 2026.
OneAscent Wealth Management bought 2 Yum! Brands shares in Q2 2026, an estimated $310.
Yum! Brands made up 0.1% of OneAscent Wealth Management's portfolio in Q2 2026, its #111 holding.
OneAscent Wealth Management first reported a position in Yum! Brands in Q4 2020 and has held it in 17 quarters since.
1,433 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.