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PDS Planning’s Yum! Brands YUM Stock Holding History

PDS Planning’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
Q1 		$297K Buy
1,910
+123
+7% +$19.5K 0.02% 394
2025
Q4 		$270K Sell
1,787
-217
-11% -$32.1K 0.02% 416
2025
Q3 		$305K Buy
2,004
+140
+8% +$20.6K 0.02% 367
2025
Q2 		$276K Sell
1,864
-54
-3% -$7.88K 0.02% 378
2025
Q1 		$302K Buy
1,918
+320
+20% +$46.1K 0.03% 326
2024
Q4 		$214K Sell
1,598
-182
-10% -$24.6K 0.02% 389
2024
Q3 		$249K Sell
1,780
-262
-13% -$34.8K 0.02% 350
2024
Q2 		$270K Buy
2,042
+272
+15% +$37.4K 0.03% 289
2024
Q1 		$245K Sell
1,770
-40
-2% -$5.34K 0.03% 308
2023
Q4 		$236K Sell
1,810
-16
-0.9% -$2K 0.03% 292
2023
Q3 		$228K Sell
1,826
-118
-6% -$15.5K 0.03% 272
2023
Q2 		$269K Buy
+1,944
New +$264K 0.03% 236

Other funds holding YUM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return