Ray Dalio
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Ray Dalio’s Yum! Brands YUM Stock Holding History

Ray Dalio’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 		$2.5M Buy
+16,061
New +$2.54M 0.01% 603
2024
Q4 		– Sell
-24,667
Closed -$3.45M – 846
2024
Q3 		$3.45M Sell
24,667
-93,472
-79% -$12.4M 0.02% 434
2024
Q2 		$15.6M Buy
118,139
+53,421
+83% +$7.35M 0.08% 184
2024
Q1 		$8.97M Buy
64,718
+8,795
+16% +$1.17M 0.05% 278
2023
Q4 		$7.31M Sell
55,923
-38,589
-41% -$4.82M 0.04% 310
2023
Q3 		$11.8M Sell
94,512
-64,209
-40% -$8.45M 0.07% 207
2023
Q2 		$22M Sell
158,721
-140,691
-47% -$19.1M 0.14% 125
2023
Q1 		$39.5M Sell
299,412
-84,439
-22% -$10.9M 0.24% 84
2022
Q4 		$49.2M Sell
383,851
-194,654
-34% -$23.6M 0.27% 77
2022
Q3 		$61.5M Sell
578,505
-86,412
-13% -$10M 0.31% 68
2022
Q2 		$75.5M Sell
664,917
-212,919
-24% -$24.8M 0.32% 61
2022
Q1 		$104M Buy
877,836
+247,875
+39% +$30.5M 0.42% 41
2021
Q4 		$87.5M Buy
629,961
+51,235
+9% +$6.55M 0.51% 36
2021
Q3 		$70.8M Buy
578,726
+15,745
+3% +$2M 0.39% 50
2021
Q2 		$64.8M Buy
562,981
+174,367
+45% +$20.6M 0.42% 46
2021
Q1 		$42M Buy
388,614
+79,043
+26% +$8.37M 0.37% 53
2020
Q4 		$33.6M Buy
309,571
+166,330
+116% +$17M 0.29% 56
2020
Q3 		$13.1M Buy
+143,241
New +$13.2M 0.16% 67
2020
Q2 		– Sell
-13,127
Closed -$900K – 522
2020
Q1 		$900K Buy
+13,127
New +$1.22M 0.02% 212
2016
Q3 		– Sell
-95,154
Closed -$5.67M – 414
2016
Q2 		$5.67M Sell
95,154
-61,482
-39% -$3.62M 0.07% 118
2016
Q1 		$9.22M Buy
156,636
+9,586
+7% +$503K 0.12% 59
2015
Q4 		$7.72M Buy
147,050
+36,681
+33% +$1.92M 0.1% 89
2015
Q3 		$6.34M Buy
+110,369
New +$6.68M 0.08% 117

Other funds holding YUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $3.37T AUM 44.26% 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 $1.02T AUM 30.18% 1-Year Est. Return

Ray Dalio's YUM Position: Q1 2026 in Review

Ray Dalio opened a new position in Yum! Brands (YUM) in Q1 2026: 16,061 shares worth $2.5M. The stake represents 0.01% of the portfolio and ranks #603 among its holdings. This is a return to the name: Ray Dalio previously reported a position in YUM as recently as Q3 2024.

Ray Dalio first reported a position in YUM in Q3 2015 and has held it in 23 quarters since. The position peaked at $104M in Q1 2022. 1,439 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

  • Ray Dalio held 16,061 shares of Yum! Brands worth $2.5M as of Q1 2026.
  • Yum! Brands was a new Ray Dalio position in Q1 2026.
  • Yum! Brands made up 0.01% of Ray Dalio's portfolio in Q1 2026, its #603 holding.
  • Ray Dalio first reported a position in Yum! Brands in Q3 2015 and has held it in 23 quarters since.
  • Ray Dalio's Yum! Brands position peaked at $104M in Q1 2022.
  • 1,439 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.