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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
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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Root Financial Partners's YUM Position: Q1 2026 in Review

Root Financial Partners increased its Yum! Brands (YUM) stake by 8.8% in Q1 2026, buying an estimated $7.6K and bringing the position to 593 shares worth $92.2K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Root Financial Partners first reported a position in YUM in Q3 2025 and has held it in 3 quarters since. 1,435 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

  • Root Financial Partners held 593 shares of Yum! Brands worth $92.2K as of Q1 2026.
  • Root Financial Partners bought 48 Yum! Brands shares in Q1 2026, an estimated $7.6K.
  • Yum! Brands made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #597 holding.
  • Root Financial Partners first reported a position in Yum! Brands in Q3 2025 and has held it in 3 quarters since.
  • 1,435 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.