OF
YUM icon

Optimize Financial’s Yum! Brands YUM Stock Holding History

Optimize Financial’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 		$623K Buy
+4,004
New +$634K 0.31% 58

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

Optimize Financial's YUM Position: Q1 2026 in Review

Optimize Financial opened a new position in Yum! Brands (YUM) in Q1 2026: 4,004 shares worth $623K. The stake represents 0.31% of the portfolio and ranks #58 among its holdings.

1,433 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

  • Optimize Financial held 4,004 shares of Yum! Brands worth $623K as of Q1 2026.
  • Yum! Brands was a new Optimize Financial position in Q1 2026.
  • Yum! Brands made up 0.31% of Optimize Financial's portfolio in Q1 2026, its #58 holding.
  • 1,433 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.