PWG
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Portside Wealth Group’s Yum! Brands YUM Stock Holding History

Portside Wealth Group’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 		$732K Buy
4,708
+386
+9% +$61.1K 0.1% 205
2025
Q4 		$654K Buy
4,322
+494
+13% +$73.2K 0.09% 210
2025
Q3 		$582K Buy
3,828
+574
+18% +$84.5K 0.08% 232
2025
Q2 		$482K Buy
3,254
+148
+5% +$21.6K 0.07% 254
2025
Q1 		$489K Buy
3,106
+264
+9% +$38K 0.08% 231
2024
Q4 		$381K Buy
2,842
+418
+17% +$56.5K 0.06% 272
2024
Q3 		$339K Buy
2,424
+393
+19% +$52.2K 0.06% 286
2024
Q2 		$269K Buy
2,031
+63
+3% +$8.67K 0.05% 290
2024
Q1 		$273K Buy
1,968
+142
+8% +$19K 0.05% 293
2023
Q4 		$239K Buy
1,826
+113
+7% +$14.1K 0.04% 306
2023
Q3 		$213K Buy
+1,713
New +$225K 0.04% 310

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