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Patriot Financial Group Insurance Agency’s Yum! Brands YUM Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-2,082
Closed -$324K – 708
2026
Q1 		$324K Buy
+2,082
New +$330K 0.02% 548
2022
Q3 		– Sell
-755
Closed -$86K – 1984
2022
Q2 		$86K Hold
755
– – 0.02% 585
2022
Q1 		$89K Sell
755
-443
-37% -$54.6K 0.02% 619
2021
Q4 		$166K Buy
1,198
+1
+0.1% +$128 0.03% 506
2021
Q3 		$146K Buy
1,197
+2
+0.2% +$254 0.03% 535
2021
Q2 		$138K Buy
1,195
+51
+4% +$6.01K 0.03% 535
2021
Q1 		$124K Sell
1,144
-256
-18% -$27.1K 0.03% 496
2020
Q4 		$152K Buy
1,400
+379
+37% +$38.7K 0.04% 403
2020
Q3 		$93K Sell
1,021
-45
-4% -$4.15K 0.03% 407
2020
Q2 		$93K Sell
1,066
-354
-25% -$30.2K 0.04% 362
2020
Q1 		$97K Buy
1,420
+1,032
+266% +$96.3K 0.04% 324
2019
Q4 		$39K Sell
388
-4,043
-91% -$419K 0.01% 524
2019
Q3 		$503K Buy
4,431
+93
+2% +$10.6K 0.23% 84
2019
Q2 		$481K Buy
4,338
+517
+14% +$53.7K 0.21% 81
2019
Q1 		$381K Hold
3,821
– – 0.2% 88
2018
Q4 		$351K Sell
3,821
-303
-7% -$27.1K 0.23% 71
2018
Q3 		$375K Buy
4,124
+3,224
+358% +$269K 0.22% 69
2018
Q2 		$70K Sell
900
-3,064
-77% -$256K 0.07% 154
2018
Q1 		$332K Buy
3,964
+230
+6% +$18.9K 0.25% 91
2017
Q4 		$310K Buy
3,734
+11
+0.3% +$870 0.23% 88
2017
Q3 		$283K Buy
3,723
+511
+16% +$38.4K 0.25% 80
2017
Q2 		$236K Buy
3,212
+530
+20% +$36.9K 0.25% 80
2017
Q1 		$171K Buy
2,682
+320
+14% +$20.8K 0.18% 100
2016
Q4 		$153K Buy
+2,362
New +$148K 0.21% 102

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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

Patriot Financial Group Insurance Agency's YUM Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Yum! Brands (YUM) in Q2 2026, closing a stake of 2,082 shares — an estimated $324K sold.

Patriot Financial Group Insurance Agency first reported a position in YUM in Q4 2016 and held it in 24 quarters. The position peaked at $503K in Q3 2019. 1,430 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Yum! Brands position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,082 Yum! Brands shares in Q2 2026, an estimated $324K.
  • Patriot Financial Group Insurance Agency first reported a position in Yum! Brands in Q4 2016 and held it in 24 quarters.
  • Patriot Financial Group Insurance Agency's Yum! Brands position peaked at $503K in Q3 2019.
  • 1,430 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.