PP
YUM icon

Paloma Partners’s Yum! Brands YUM Stock Holding History

Paloma Partners’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 		– Sell
-5,200
Closed -$698K – 281
2024
Q4 		$698K Sell
5,200
-7,600
-59% -$1.03M 0.03% 174
2024
Q3 		$1.79M Sell
12,800
-16,800
-57% -$2.23M 0.05% 304
2024
Q2 		$3.92M Sell
29,600
-9,388
-24% -$1.29M 0.11% 180
2024
Q1 		$5.41M Buy
38,988
+2,988
+8% +$399K 0.29% 83
2023
Q4 		$4.7M Buy
+36,000
New +$4.49M 0.17% 128
2020
Q4 		– Sell
-11,400
Closed -$1.04M – 2313
2020
Q3 		$1.04M Buy
11,400
+6,500
+133% +$599K 0.03% 712
2020
Q2 		$426K Buy
+4,900
New +$418K 0.01% 1303
2020
Q1 		– Sell
-23,100
Closed -$2.33M – 2185
2019
Q4 		$2.33M Buy
+23,100
New +$2.39M 0.03% 523
2017
Q3 		– Sell
-214,300
Closed -$15.8M – 2490
2017
Q2 		$15.8M Sell
214,300
-45,000
-17% -$3.13M 0.19% 67
2017
Q1 		$16.6M Buy
259,300
+246,400
+1,910% +$16M 0.2% 69
2016
Q4 		$817K Buy
+12,900
New +$810K 0.01% 1274
2016
Q2 		– Sell
-34,775
Closed -$2.05M – 2373
2016
Q1 		$2.05M Sell
34,775
-34,775
-50% -$1.82M 0.03% 473
2015
Q4 		$3.65M Buy
+69,550
New +$3.63M 0.1% 175

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

Paloma Partners's YUM Position: Q1 2025 in Review

Paloma Partners sold out of Yum! Brands (YUM) in Q1 2025, closing a stake of 3,270 shares — an estimated $439K sold.

Paloma Partners first reported a position in YUM in Q2 2013 and held it in 37 quarters. The position peaked at $9.98M in Q1 2017. 1,345 funds tracked by Wall St. Rank hold YUM as of Q1 2025.

  • Paloma Partners reported no remaining Yum! Brands position as of Q1 2025 after selling out during the quarter.
  • Paloma Partners sold 3,270 Yum! Brands shares in Q1 2025, an estimated $439K.
  • Paloma Partners first reported a position in Yum! Brands in Q2 2013 and held it in 37 quarters.
  • Paloma Partners's Yum! Brands position peaked at $9.98M in Q1 2017.
  • 1,345 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2025.

Based on Paloma Partners's 13F filing for Q1 2025, filed 15 May 2025.