PBMares Wealth Management’s Yum! Brands YUM Stock Holding History

PBMares Wealth 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 Q3	$227K	Buy	1,491 +64	+4%	+$9.42K	0.04%	182
2025 Q2	$211K	Hold	1,427	–	–	0.04%	176
2025 Q1	$225K	Buy	+1,427	New	+$206K	0.05%	177
2023 Q3	–	Sell	-1,643	Closed	-$228K	–	171
2023 Q2	$228K	Sell	1,643 -79	-5%	-$10.7K	0.08%	155
2023 Q1	$227K	Hold	1,722	–	–	0.08%	157
2022 Q4	$221K	Buy	+1,722	New	+$209K	0.09%	152

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

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

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

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

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

PBMares Wealth Management's YUM Position: Q3 2025 in Review

PBMares Wealth Management increased its Yum! Brands (YUM) stake by 4.5% in Q3 2025, buying an estimated $9.42K and bringing the position to 1,491 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #182.

PBMares Wealth Management first reported a position in YUM in Q4 2022 and has held it in 6 quarters since. The position peaked at $228K in Q2 2023. 1,327 funds tracked by Wall St. Rank hold YUM as of Q3 2025.

PBMares Wealth Management held 1,491 shares of Yum! Brands worth $227K as of Q3 2025.
PBMares Wealth Management bought 64 Yum! Brands shares in Q3 2025, an estimated $9.42K.
Yum! Brands made up 0.04% of PBMares Wealth Management's portfolio in Q3 2025, its #182 holding.
PBMares Wealth Management first reported a position in Yum! Brands in Q4 2022 and has held it in 6 quarters since.
PBMares Wealth Management's Yum! Brands position peaked at $228K in Q2 2023.
1,327 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.