Osterweis Capital Management’s Yum! Brands YUM Stock Holding History

Osterweis Capital 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
2025 Q2	–	Sell	-5	Closed	-$787	–	428
2025 Q1	$787	Buy	+5	New	+$720	﹤0.01%	254

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

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Osterweis Capital Management's YUM Position: Q2 2025 in Review

Osterweis Capital Management sold out of Yum! Brands (YUM) in Q2 2025, closing a stake of 5 shares — an estimated $787 sold.

Osterweis Capital Management first reported a position in YUM in Q1 2025 and held it in 1 quarter. The position peaked at $787 in Q1 2025. 1,339 funds tracked by Wall St. Rank hold YUM as of Q2 2025.

Osterweis Capital Management reported no remaining Yum! Brands position as of Q2 2025 after selling out during the quarter.
Osterweis Capital Management sold 5 Yum! Brands shares in Q2 2025, an estimated $787.
Osterweis Capital Management first reported a position in Yum! Brands in Q1 2025 and held it in 1 quarter.
Osterweis Capital Management's Yum! Brands position peaked at $787 in Q1 2025.
1,339 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.