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Roehl & Yi Investment Advisors’s Yum! Brands YUM Stock Holding History

Roehl & Yi Investment Advisors’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 		$360K Sell
2,249
-10
-0.4% -$1.55K 0.12% 137
2026
Q1 		$351K Buy
2,259
+12
+0.5% +$1.9K 0.13% 124
2025
Q4 		$340K Buy
2,247
+46
+2% +$6.81K 0.13% 123
2025
Q3 		$335K Buy
2,201
+660
+43% +$97.2K 0.15% 120
2025
Q2 		$228K Hold
1,541
– – 0.12% 134
2025
Q1 		$242K Sell
1,541
-5
-0.3% -$720 0.13% 132
2024
Q4 		$207K Buy
+1,546
New +$209K 0.11% 144

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

Roehl & Yi Investment Advisors's YUM Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Yum! Brands (YUM) stake by 0.44% in Q2 2026, selling an estimated $1.55K and leaving 2,249 shares worth $360K. The position accounts for 0.12% of the portfolio, ranked #137.

Roehl & Yi Investment Advisors first reported a position in YUM in Q4 2024 and has held it in 7 quarters since. 1,429 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Roehl & Yi Investment Advisors held 2,249 shares of Yum! Brands worth $360K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 10 Yum! Brands shares in Q2 2026, an estimated $1.55K.
  • Yum! Brands made up 0.12% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #137 holding.
  • Roehl & Yi Investment Advisors first reported a position in Yum! Brands in Q4 2024 and has held it in 7 quarters since.
  • 1,429 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.