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RWM
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
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
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$5.7T AUM
30.48%
1-Year Est. Return
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$1.47T AUM
27.86%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Capital International Investors
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$427B AUM
29.17%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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