Root Financial Partners
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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
Q3 		$79.4K Buy
+582
New +$87.1K ﹤0.01% 862
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

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Vanguard Portfolio Management
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Root Financial Partners's YUM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Yum! Brands (YUM) in Q3 2026: 582 shares worth $79.4K. The stake represents ﹤0.01% of the portfolio and ranks #862 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in YUM as recently as Q1 2026.

Root Financial Partners first reported a position in YUM in Q3 2025 and has held it in 4 quarters since. The position peaked at $92.2K in Q1 2026. 1,160 funds tracked by Wall St. Rank hold YUM as of Q3 2026.

  • Root Financial Partners held 582 shares of Yum! Brands worth $79.4K as of Q3 2026.
  • Yum! Brands was a new Root Financial Partners position in Q3 2026.
  • Yum! Brands made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #862 holding.
  • Root Financial Partners first reported a position in Yum! Brands in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Yum! Brands position peaked at $92.2K in Q1 2026.
  • 1,160 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.