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Plan A Wealth’s Yum! Brands YUM Stock Holding History

Plan A Wealth’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 		$338K Hold
2,480
– – 0.12% 119
2026
Q2 		$396K Sell
2,480
-4
-0.2% -$620 0.17% 99
2026
Q1 		$386K Buy
2,484
+4
+0.2% +$633 0.19% 94
2025
Q4 		$375K Sell
2,480
-36
-1% -$5.33K 0.18% 97
2025
Q3 		$382K Sell
2,516
-62
-2% -$9.13K 0.19% 97
2025
Q2 		$382K Buy
2,578
+22
+0.9% +$3.21K 0.22% 92
2025
Q1 		$402K Hold
2,556
– – 0.31% 55
2024
Q4 		$343K Buy
+2,556
New +$346K 0.31% 55

Other funds holding YUM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Plan A Wealth's YUM Position: Q3 2026 in Review

Plan A Wealth held its Yum! Brands (YUM) position steady in Q3 2026 at 2,480 shares worth $338K. The position accounts for 0.12% of the portfolio, ranked #119.

Plan A Wealth first reported a position in YUM in Q4 2024 and has held it in 8 quarters since. The position peaked at $402K in Q1 2025. 71 funds tracked by Wall St. Rank hold YUM as of Q3 2026.

  • Plan A Wealth held 2,480 shares of Yum! Brands worth $338K as of Q3 2026.
  • Plan A Wealth left its Yum! Brands share count unchanged in Q3 2026.
  • Yum! Brands made up 0.12% of Plan A Wealth's portfolio in Q3 2026, its #119 holding.
  • Plan A Wealth first reported a position in Yum! Brands in Q4 2024 and has held it in 8 quarters since.
  • Plan A Wealth's Yum! Brands position peaked at $402K in Q1 2025.
  • 71 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.