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Ritholtz Wealth Management’s Yum! Brands YUM Stock Holding History

Ritholtz Wealth Management’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
Q2 		$596K Sell
3,727
-495
-12% -$76.7K 0.01% 788
2026
Q1 		$656K Buy
4,222
+539
+15% +$85.4K 0.01% 689
2025
Q4 		$557K Buy
3,683
+25
+0.7% +$3.7K 0.01% 686
2025
Q3 		$556K Buy
3,658
+846
+30% +$125K 0.01% 653
2025
Q2 		$417K Buy
2,812
+166
+6% +$24.2K 0.01% 689
2025
Q1 		$416K Buy
2,646
+410
+18% +$59.1K 0.01% 644
2024
Q4 		$300K Buy
2,236
+146
+7% +$19.7K 0.01% 704
2024
Q3 		$292K Sell
2,090
-2,407
-54% -$320K 0.01% 708
2024
Q2 		$596K Sell
4,497
-113
-2% -$15.6K 0.02% 467
2024
Q1 		$639K Buy
4,610
+262
+6% +$35K 0.02% 469
2023
Q4 		$568K Buy
4,348
+69
+2% +$8.61K 0.02% 462
2023
Q3 		$535K Buy
4,279
+438
+11% +$57.6K 0.02% 439
2023
Q2 		$532K Buy
3,841
+190
+5% +$25.8K 0.02% 421
2023
Q1 		$482K Buy
+3,651
New +$470K 0.02% 416
2022
Q4 		– Sell
-2,410
Closed -$256K – 753
2022
Q3 		$256K Buy
2,410
+52
+2% +$6.04K 0.01% 594
2022
Q2 		$268K Buy
+2,358
New +$274K 0.02% 434
2022
Q1 		– Sell
-1,782
Closed -$248K – 624
2021
Q4 		$248K Buy
+1,782
New +$228K 0.02% 453

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 $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ritholtz Wealth Management's YUM Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Yum! Brands (YUM) stake by 12% in Q2 2026, selling an estimated $76.7K and leaving 3,727 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #788.

Ritholtz Wealth Management first reported a position in YUM in Q4 2021 and has held it in 17 quarters since. The position peaked at $656K in Q1 2026. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Ritholtz Wealth Management held 3,727 shares of Yum! Brands worth $596K as of Q2 2026.
  • Ritholtz Wealth Management sold 495 Yum! Brands shares in Q2 2026, an estimated $76.7K.
  • Yum! Brands made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #788 holding.
  • Ritholtz Wealth Management first reported a position in Yum! Brands in Q4 2021 and has held it in 17 quarters since.
  • Ritholtz Wealth Management's Yum! Brands position peaked at $656K in Q1 2026.
  • 1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.