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Prosperity Planning’s Yum! Brands YUM Stock Holding History

Prosperity 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
Q3 		– Sell
-1,275
Closed -$204K – 124
2026
Q2 		$204K Buy
+1,275
New +$197K 0.05% 114

Other funds holding YUM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Prosperity Planning's YUM Position: Q3 2026 in Review

Prosperity Planning sold out of Yum! Brands (YUM) in Q3 2026, closing a stake of 1,275 shares — an estimated $204K sold.

Prosperity Planning first reported a position in YUM in Q2 2026 and held it in 1 quarter. The position peaked at $204K in Q2 2026. 159 funds tracked by Wall St. Rank hold YUM as of Q3 2026.

  • Prosperity Planning reported no remaining Yum! Brands position as of Q3 2026 after selling out during the quarter.
  • Prosperity Planning sold 1,275 Yum! Brands shares in Q3 2026, an estimated $204K.
  • Prosperity Planning first reported a position in Yum! Brands in Q2 2026 and held it in 1 quarter.
  • Prosperity Planning's Yum! Brands position peaked at $204K in Q2 2026.
  • 159 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.