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Oxler Private Wealth’s Yum! Brands YUM Stock Holding History

Oxler Private Wealth’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 		$291K Sell
1,823
-210
-10% -$32.5K 0.08% 80
2026
Q1 		$316K Buy
2,033
+8
+0.4% +$1.27K 0.1% 73
2025
Q4 		$306K Sell
2,025
-153
-7% -$22.7K 0.09% 75
2025
Q3 		$331K Buy
2,178
+9
+0.4% +$1.32K 0.1% 72
2025
Q2 		$321K Sell
2,169
-205
-9% -$29.9K 0.1% 72
2025
Q1 		$374K Buy
2,374
+10
+0.4% +$1.44K 0.13% 68
2024
Q4 		$317K Sell
2,364
-90
-4% -$12.2K 0.1% 73
2024
Q3 		$343K Buy
2,454
+11
+0.5% +$1.46K 0.12% 72
2024
Q2 		$324K Buy
2,443
+11
+0.5% +$1.51K 0.12% 69
2024
Q1 		$337K Buy
2,432
+11
+0.5% +$1.47K 0.13% 68
2023
Q4 		$316K Sell
2,421
-4,134
-63% -$516K 0.26% 54
2023
Q3 		$820K Buy
6,555
+23
+0.4% +$3.03K 0.41% 49
2023
Q2 		$905K Buy
6,532
+30
+0.5% +$4.07K 0.43% 49
2023
Q1 		$859K Buy
6,502
+29
+0.4% +$3.73K 0.42% 53
2022
Q4 		$829K Buy
6,473
+33
+0.5% +$4K 0.45% 54
2022
Q3 		$685K Buy
6,440
+27
+0.4% +$3.13K 0.38% 61
2022
Q2 		$728K Buy
6,413
+30
+0.5% +$3.49K 0.35% 65
2022
Q1 		$756K Buy
6,383
+30
+0.5% +$3.7K 0.34% 71
2021
Q4 		$882K Buy
6,353
+23
+0.4% +$2.94K 0.37% 69
2021
Q3 		$774K Hold
6,330
– – 0.34% 80
2021
Q2 		$728K Hold
6,330
– – 0.32% 85
2021
Q1 		$684K Hold
6,330
– – 0.35% 76
2020
Q4 		$687K Buy
+6,330
New +$646K 0.39% 60

Other funds holding YUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Oxler Private Wealth's YUM Position: Q2 2026 in Review

Oxler Private Wealth reduced its Yum! Brands (YUM) stake by 10% in Q2 2026, selling an estimated $32.5K and leaving 1,823 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #80.

Oxler Private Wealth first reported a position in YUM in Q4 2020 and has held it in 23 quarters since. The position peaked at $905K in Q2 2023. 1,436 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Oxler Private Wealth held 1,823 shares of Yum! Brands worth $291K as of Q2 2026.
  • Oxler Private Wealth sold 210 Yum! Brands shares in Q2 2026, an estimated $32.5K.
  • Yum! Brands made up 0.08% of Oxler Private Wealth's portfolio in Q2 2026, its #80 holding.
  • Oxler Private Wealth first reported a position in Yum! Brands in Q4 2020 and has held it in 23 quarters since.
  • Oxler Private Wealth's Yum! Brands position peaked at $905K in Q2 2023.
  • 1,436 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.