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RD Lewis Holdings’s Yum! Brands YUM Stock Holding History

RD Lewis Holdings’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 		$861K Sell
5,356
-10
-0.2% -$1.58K 0.75% 42
2025
Q4 		$852K Buy
5,366
+475
+10% +$70.4K 0.73% 42
2025
Q3 		$731K Sell
4,891
-35
-0.7% -$5.15K 0.68% 42
2025
Q2 		$702K Sell
4,926
-98
-2% -$14.3K 0.71% 41
2025
Q1 		$749K Sell
5,024
-25
-0.5% -$3.6K 0.85% 37
2024
Q4 		$725K Buy
+5,049
New +$683K 0.8% 40

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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 $1.02T AUM 30.18% 1-Year Est. Return

RD Lewis Holdings's YUM Position: Q1 2026 in Review

RD Lewis Holdings reduced its Yum! Brands (YUM) stake by 0.19% in Q1 2026, selling an estimated $1.58K and leaving 5,356 shares worth $861K. The position accounts for 0.75% of the portfolio, ranked #42.

RD Lewis Holdings first reported a position in YUM in Q4 2024 and has held it in 6 quarters since. 1,434 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

  • RD Lewis Holdings held 5,356 shares of Yum! Brands worth $861K as of Q1 2026.
  • RD Lewis Holdings sold 10 Yum! Brands shares in Q1 2026, an estimated $1.58K.
  • Yum! Brands made up 0.75% of RD Lewis Holdings's portfolio in Q1 2026, its #42 holding.
  • RD Lewis Holdings first reported a position in Yum! Brands in Q4 2024 and has held it in 6 quarters since.
  • 1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.