Painted Porch Advisors’s Yum! Brands YUM Stock Holding History

Painted Porch 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
2026 Q2	$1.33M	Hold	8,342	–	–	0.58%	21
2026 Q1	$1.3M	Sell	8,342 -50	-0.6%	-$7.92K	0.62%	19
2025 Q4	$1.27M	Sell	8,392 -205	-2%	-$30.4K	0.51%	24
2025 Q3	$1.31M	Buy	8,597 +30	+0.4%	+$4.42K	0.5%	23
2025 Q2	$1.27M	Hold	8,567	–	–	0.52%	21
2025 Q1	$1.35M	Sell	8,567 -1,325	-13%	-$191K	0.56%	21
2024 Q4	$1.33M	Sell	9,892 -6	-0.1%	-$812	0.65%	20
2024 Q3	$1.38M	Sell	9,898 -57	-0.6%	-$7.58K	0.7%	22
2024 Q2	$1.32M	Sell	9,955 -93	-0.9%	-$12.8K	0.74%	22
2024 Q1	$1.39M	Buy	10,048 +171	+2%	+$22.8K	0.85%	23
2023 Q4	$1.29M	Buy	+9,877	New	+$1.23M	0.99%	21

Other funds holding YUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Painted Porch Advisors's YUM Position: Q2 2026 in Review

Painted Porch Advisors held its Yum! Brands (YUM) position steady in Q2 2026 at 8,342 shares worth $1.33M. The position accounts for 0.58% of the portfolio, ranked #21.

Painted Porch Advisors first reported a position in YUM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q1 2024. 392 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Painted Porch Advisors held 8,342 shares of Yum! Brands worth $1.33M as of Q2 2026.
Painted Porch Advisors left its Yum! Brands share count unchanged in Q2 2026.
Yum! Brands made up 0.58% of Painted Porch Advisors's portfolio in Q2 2026, its #21 holding.
Painted Porch Advisors first reported a position in Yum! Brands in Q4 2023 and has held it in 11 quarters since.
Painted Porch Advisors's Yum! Brands position peaked at $1.39M in Q1 2024.
392 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Painted Porch Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.