Pinnacle Wealth Planning Services
YUM icon

Pinnacle Wealth Planning Services’s Yum! Brands YUM Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$344K Sell
2,525
-41
-2% -$6.13K 0.03% 312
2026
Q2 		$410K Buy
2,566
+23
+0.9% +$3.56K 0.04% 270
2026
Q1 		$395K Buy
2,543
+17
+0.7% +$2.69K 0.04% 262
2025
Q4 		$382K Buy
2,526
+22
+0.9% +$3.26K 0.04% 261
2025
Q3 		$381K Sell
2,504
-4
-0.2% -$589 0.04% 269
2025
Q2 		$372K Sell
2,508
-19
-0.8% -$2.77K 0.05% 249
2025
Q1 		$398K Sell
2,527
-15
-0.6% -$2.16K 0.06% 201
2024
Q4 		$341K Sell
2,542
-197
-7% -$26.6K 0.05% 222
2024
Q3 		$383K Sell
2,739
-8
-0.3% -$1.06K 0.05% 241
2024
Q2 		$364K Sell
2,747
-1
-0% -$138 0.05% 237
2024
Q1 		$381K Hold
2,748
– – 0.06% 238
2023
Q4 		$359K Hold
2,748
– – 0.06% 226
2023
Q3 		$343K Sell
2,748
-2
-0.1% -$263 0.06% 223
2023
Q2 		$381K Sell
2,750
-339
-11% -$46K 0.06% 212
2023
Q1 		$408K Hold
3,089
– – 0.07% 209
2022
Q4 		$396K Sell
3,089
-973
-24% -$118K 0.07% 202
2022
Q3 		$432K Buy
4,062
+1
+0% +$116 0.08% 164
2022
Q2 		$461K Sell
4,061
-1,526
-27% -$177K 0.08% 170
2022
Q1 		$662K Sell
5,587
-526
-9% -$64.8K 0.12% 132
2021
Q4 		$849K Buy
6,113
+704
+13% +$90K 0.17% 93
2021
Q3 		$662K Sell
5,409
-1
-0% -$127 0.15% 108
2021
Q2 		$623K Buy
5,410
+13
+0.2% +$1.53K 0.14% 112
2021
Q1 		$584K Buy
5,397
+10
+0.2% +$1.06K 0.15% 105
2020
Q4 		$585K Sell
5,387
-8
-0.1% -$817 0.14% 96
2020
Q3 		$493K Sell
5,395
-1,243
-19% -$115K 0.16% 98
2020
Q2 		$577K Buy
+6,638
New +$567K 0.19% 94

Other funds holding YUM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Pinnacle Wealth Planning Services's YUM Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Yum! Brands (YUM) stake by 1.6% in Q3 2026, selling an estimated $6.13K and leaving 2,525 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #312.

Pinnacle Wealth Planning Services first reported a position in YUM in Q2 2020 and has held it in 26 quarters since. The position peaked at $849K in Q4 2021. 1,160 funds tracked by Wall St. Rank hold YUM as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,525 shares of Yum! Brands worth $344K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 41 Yum! Brands shares in Q3 2026, an estimated $6.13K.
  • Yum! Brands made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #312 holding.
  • Pinnacle Wealth Planning Services first reported a position in Yum! Brands in Q2 2020 and has held it in 26 quarters since.
  • Pinnacle Wealth Planning Services's Yum! Brands position peaked at $849K in Q4 2021.
  • 1,160 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.