Optimum Investment Advisors’s Yum! Brands YUM Stock Holding History

Optimum Investment Advisors’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 Q3	$768K	Hold	5,055	–	–	0.3%	66
2025 Q2	$749K	Hold	5,055	–	–	0.33%	68
2025 Q1	$795K	Hold	5,055	–	–	0.37%	62
2024 Q4	$678K	Hold	5,055	–	–	0.3%	66
2024 Q3	$706K	Hold	5,055	–	–	0.31%	72
2024 Q2	$670K	Hold	5,055	–	–	0.3%	71
2024 Q1	$701K	Hold	5,055	–	–	0.32%	73
2023 Q4	$660K	Hold	5,055	–	–	0.33%	70
2023 Q3	$632K	Hold	5,055	–	–	0.32%	76
2023 Q2	$700K	Hold	5,055	–	–	0.34%	68
2023 Q1	$668K	Hold	5,055	–	–	0.35%	69
2022 Q4	$647K	Sell	5,055 -250	-5%	-$30.3K	0.35%	67
2022 Q3	$564K	Hold	5,305	–	–	0.3%	72
2022 Q2	$602K	Hold	5,305	–	–	0.3%	71
2022 Q1	$629K	Sell	5,305 -300	-5%	-$37K	0.27%	84
2021 Q4	$778K	Hold	5,605	–	–	0.3%	75
2021 Q3	$686K	Sell	5,605 -10,656	-66%	-$1.35M	0.29%	82
2021 Q2	$1.87M	Sell	16,261 -8,130	-33%	-$958K	0.58%	40
2021 Q1	$2.64M	Sell	24,391 -337	-1%	-$35.7K	0.77%	27
2020 Q4	$2.68M	Buy	24,728 +3,050	+14%	+$311K	0.81%	26
2020 Q3	$1.98M	Hold	21,678	–	–	0.66%	32
2020 Q2	$1.88M	Buy	21,678 +375	+2%	+$32K	0.66%	33
2020 Q1	$1.46M	Sell	21,303 -1,615	-7%	-$151K	0.6%	36
2019 Q4	$2.31M	Sell	22,918 -650	-3%	-$67.3K	0.69%	26
2019 Q3	$2.67M	Sell	23,568 -525	-2%	-$60K	0.84%	23
2019 Q2	$2.67M	Sell	24,093 -140	-0.6%	-$14.5K	0.86%	22
2019 Q1	$2.42M	Sell	24,233 -1,299	-5%	-$123K	0.79%	26
2018 Q4	$2.35M	Buy	25,532 +3	+0%	+$268	0.81%	27
2018 Q3	$2.32M	Buy	25,529 +400	+2%	+$33.4K	0.64%	31
2018 Q2	$1.97M	Sell	25,129 -310	-1%	-$25.9K	0.57%	34
2018 Q1	$2.17M	Hold	25,439	–	–	0.64%	31
2017 Q4	$2.08M	Hold	25,439	–	–	0.66%	35
2017 Q3	$1.87M	Buy	25,439 +40	+0.2%	+$3.01K	0.63%	39
2017 Q2	$1.87M	Buy	25,399 +100	+0.4%	+$6.96K	0.65%	40
2017 Q1	$1.62M	Buy	25,299 +3,110	+14%	+$203K	0.57%	44
2016 Q4	$1.41M	Sell	22,189 -7,876	-26%	-$495K	0.53%	49
2016 Q3	$1.96M	Buy	30,065 +348	+1%	+$22.2K	0.74%	30
2016 Q2	$1.77M	Buy	29,717 +1,669	+6%	+$98.4K	0.69%	35
2016 Q1	$1.65M	Sell	28,048 -209	-0.7%	-$11K	0.65%	39
2015 Q4	$1.48M	Buy	28,257 +465	+2%	+$24.3K	0.57%	44
2015 Q3	$1.6M	Buy	+27,792	New	+$1.68M	0.65%	36
2015 Q1	$3.23M	Sell	57,171 -1,531	-3%	-$83.6K	1.02%	12
2014 Q4	$3.07M	Sell	58,702 -97	-0.2%	-$5.05K	0.99%	16
2014 Q3	$3.04M	Sell	58,799 -1,634	-3%	-$86.9K	1.01%	16
2014 Q2	$3.53M	Sell	60,433 -209	-0.3%	-$11.6K	1.14%	11
2014 Q1	$3.29M	Sell	60,642 -2,413	-4%	-$127K	1.23%	14
2013 Q4	$3.43M	Sell	63,055 -606	-1%	-$31.2K	1.29%	11
2013 Q3	$3.27M	Buy	+63,661	New	+$3.3M	1.34%	11

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimum Investment Advisors's YUM Position: Q3 2025 in Review

Optimum Investment Advisors held its Yum! Brands (YUM) position steady in Q3 2025 at 5,055 shares worth $768K. The position accounts for 0.3% of the portfolio, ranked #66.

Optimum Investment Advisors first reported a position in YUM in Q3 2013 and has held it in 48 quarters since. The position peaked at $3.53M in Q2 2014. 1,328 funds tracked by Wall St. Rank hold YUM as of Q3 2025.

Optimum Investment Advisors held 5,055 shares of Yum! Brands worth $768K as of Q3 2025.
Optimum Investment Advisors left its Yum! Brands share count unchanged in Q3 2025.
Yum! Brands made up 0.3% of Optimum Investment Advisors's portfolio in Q3 2025, its #66 holding.
Optimum Investment Advisors first reported a position in Yum! Brands in Q3 2013 and has held it in 48 quarters since.
Optimum Investment Advisors's Yum! Brands position peaked at $3.53M in Q2 2014.
1,328 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.