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

Perigon 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
2026 Q2	$1.48M	Buy	9,241 +8	+0.1%	+$1.24K	0.02%	468
2026 Q1	$1.44M	Buy	9,233 +157	+2%	+$24.9K	0.03%	444
2025 Q4	$1.37M	Buy	9,076 +29	+0.3%	+$4.3K	0.02%	456
2025 Q3	$1.38M	Sell	9,047 -2,653	-23%	-$391K	0.03%	431
2025 Q2	$1.73M	Buy	11,700 +135	+1%	+$19.7K	0.04%	360
2025 Q1	$1.82M	Buy	11,565 +152	+1%	+$21.9K	0.05%	323
2024 Q4	$1.44M	Buy	11,413 +660	+6%	+$89.3K	0.04%	359
2024 Q3	$1.5M	Buy	+10,753	New	+$1.43M	0.04%	331
2024 Q1	–	Sell	-8,003	Closed	-$1.05M	–	935
2023 Q4	$1.05M	Buy	8,003 +81	+1%	+$10.1K	0.03%	330
2023 Q3	$990K	Buy	7,922 +76	+1%	+$10K	0.04%	309
2023 Q2	$1.09M	Buy	7,846 +6,051	+337%	+$820K	0.04%	305
2023 Q1	$237K	Buy	1,795 +7	+0.4%	+$901	0.01%	620
2022 Q4	$229K	Buy	+1,788	New	+$217K	0.01%	617
2021 Q1	–	Sell	-563	Closed	-$61K	–	1060
2020 Q4	$61K	Buy	+563	New	+$57.5K	0.01%	692
2018 Q2	–	Sell	-200	Closed	-$17K	–	605
2018 Q1	$17K	Hold	200	–	–	0.01%	462
2017 Q4	$16K	Hold	200	–	–	0.01%	445
2017 Q3	$15K	Buy	+200	New	+$15K	﹤0.01%	475

Other funds holding YUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Perigon Wealth Management's YUM Position: Q2 2026 in Review

Perigon Wealth Management increased its Yum! Brands (YUM) stake by 0.09% in Q2 2026, buying an estimated $1.24K and bringing the position to 9,241 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #468.

Perigon Wealth Management first reported a position in YUM in Q3 2017 and has held it in 17 quarters since. The position peaked at $1.82M in Q1 2025. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Perigon Wealth Management held 9,241 shares of Yum! Brands worth $1.48M as of Q2 2026.
Perigon Wealth Management bought 8 Yum! Brands shares in Q2 2026, an estimated $1.24K.
Yum! Brands made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #468 holding.
Perigon Wealth Management first reported a position in Yum! Brands in Q3 2017 and has held it in 17 quarters since.
Perigon Wealth Management's Yum! Brands position peaked at $1.82M in Q1 2025.
1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.