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Orion Portfolio Solutions’s Yum! Brands YUM Stock Holding History

Orion Portfolio Solutions’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 		$13.4M Sell
85,091
-17,337
-17% -$2.5M 0.13% 139
2024
Q4 		$13.7M Sell
102,428
-4,463
-4% -$604K 0.14% 137
2024
Q3 		$14.9M Sell
106,891
-2,830
-3% -$376K 0.15% 134
2024
Q2 		$14.5M Sell
109,721
-8,101
-7% -$1.12M 0.15% 126
2024
Q1 		$16.3M Sell
117,822
-6,147
-5% -$821K 0.17% 117
2023
Q4 		$15.9M Sell
123,969
-7,287
-6% -$909K 0.19% 112
2023
Q3 		$16.4M Buy
131,256
+6,622
+5% +$871K 0.2% 111
2023
Q2 		$17.3M Sell
124,634
-8,263
-6% -$1.12M 0.18% 107
2023
Q1 		$17.6M Buy
132,897
+125,693
+1,745% +$16.2M 0.22% 94
2022
Q4 		$923K Sell
7,204
-3,261
-31% -$395K 0.03% 330
2022
Q3 		$1.11M Buy
10,465
+2,324
+29% +$270K 0.04% 234
2022
Q2 		$924K Buy
8,141
+945
+13% +$110K 0.04% 265
2022
Q1 		$853K Sell
7,196
-146
-2% -$18K 0.03% 292
2021
Q4 		$1.02M Buy
7,342
+1,817
+33% +$232K 0.03% 266
2021
Q3 		$676K Buy
5,525
+207
+4% +$26.3K 0.02% 330
2021
Q2 		$612K Sell
5,318
-16
-0.3% -$1.89K 0.02% 319
2021
Q1 		$577K Buy
5,334
+2,336
+78% +$247K 0.03% 291
2020
Q4 		$326K Buy
2,998
+156
+5% +$15.9K 0.02% 372
2020
Q3 		$259K Sell
2,842
-263
-8% -$24.2K 0.01% 375
2020
Q2 		$270K Buy
3,105
+440
+17% +$37.6K 0.01% 342
2020
Q1 		$183K Buy
2,665
+309
+13% +$28.8K 0.01% 332
2019
Q4 		$237K Buy
+2,356
New +$244K 0.02% 293

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

Orion Portfolio Solutions's YUM Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Yum! Brands (YUM) stake by 17% in Q1 2025, selling an estimated $2.5M and leaving 85,091 shares worth $13.4M. The position accounts for 0.13% of the portfolio, ranked #139.

Orion Portfolio Solutions first reported a position in YUM in Q4 2019 and has held it in 22 quarters since. The position peaked at $17.6M in Q1 2023. 1,345 funds tracked by Wall St. Rank hold YUM as of Q1 2025.

  • Orion Portfolio Solutions held 85,091 shares of Yum! Brands worth $13.4M as of Q1 2025.
  • Orion Portfolio Solutions sold 17,337 Yum! Brands shares in Q1 2025, an estimated $2.5M.
  • Yum! Brands made up 0.13% of Orion Portfolio Solutions's portfolio in Q1 2025, its #139 holding.
  • Orion Portfolio Solutions first reported a position in Yum! Brands in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Yum! Brands position peaked at $17.6M in Q1 2023.
  • 1,345 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.