RFP
YUM icon

Root Financial Partners’s Yum! Brands YUM Stock Holding History

Root Financial Partners’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 		– Sell
-593
Closed -$92.2K – 3246
2026
Q1 		$92.2K Buy
593
+48
+9% +$7.6K ﹤0.01% 597
2025
Q4 		$82.5K Sell
545
-21
-4% -$3.11K ﹤0.01% 539
2025
Q3 		$86K Buy
+566
New +$83.3K 0.01% 489

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

Root Financial Partners's YUM Position: Q2 2026 in Review

Root Financial Partners sold out of Yum! Brands (YUM) in Q2 2026, closing a stake of 593 shares — an estimated $92.2K sold.

Root Financial Partners first reported a position in YUM in Q3 2025 and held it in 3 quarters. The position peaked at $92.2K in Q1 2026. 1,435 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Root Financial Partners reported no remaining Yum! Brands position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 593 Yum! Brands shares in Q2 2026, an estimated $92.2K.
  • Root Financial Partners first reported a position in Yum! Brands in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Yum! Brands position peaked at $92.2K in Q1 2026.
  • 1,435 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.