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Sagespring Wealth Partners’s Yum! Brands YUM Stock Holding History

Sagespring Wealth 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 		$790K Sell
4,944
-455
-8% -$70.5K 0.01% 408
2026
Q1 		$839K Buy
5,399
+262
+5% +$41.5K 0.02% 364
2025
Q4 		$777K Buy
5,137
+847
+20% +$125K 0.01% 359
2025
Q3 		$652K Buy
4,290
+291
+7% +$42.8K 0.01% 400
2025
Q2 		$593K Sell
3,999
-192
-5% -$28K 0.01% 387
2025
Q1 		$659K Buy
4,191
+560
+15% +$80.7K 0.02% 328
2024
Q4 		$487K Buy
+3,631
New +$491K 0.01% 354

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

Sagespring Wealth Partners's YUM Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Yum! Brands (YUM) stake by 8.4% in Q2 2026, selling an estimated $70.5K and leaving 4,944 shares worth $790K. The position accounts for 0.01% of the portfolio, ranked #408.

Sagespring Wealth Partners first reported a position in YUM in Q4 2024 and has held it in 7 quarters since. The position peaked at $839K in Q1 2026. 1,436 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Sagespring Wealth Partners held 4,944 shares of Yum! Brands worth $790K as of Q2 2026.
  • Sagespring Wealth Partners sold 455 Yum! Brands shares in Q2 2026, an estimated $70.5K.
  • Yum! Brands made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #408 holding.
  • Sagespring Wealth Partners first reported a position in Yum! Brands in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Yum! Brands position peaked at $839K in Q1 2026.
  • 1,436 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.