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Sageworth Trust’s Yum! Brands YUM Stock Holding History

Sageworth Trust’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
2025
Q4 		– Sell
-2,027
Closed -$308K – 271
2025
Q3 		$308K Buy
+2,027
New +$298K 0.01% 211
2020
Q3 		– Sell
-1
Closed – – 355
2020
Q2 		$0 Buy
+1
New +$85 ﹤0.01% 353
2018
Q1 		– Sell
-12
Closed -$1K – 200
2017
Q4 		$1K Buy
+12
New +$949 ﹤0.01% 121

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Sageworth Trust's YUM Position: Q4 2025 in Review

Sageworth Trust sold out of Yum! Brands (YUM) in Q4 2025, closing a stake of 2,027 shares — an estimated $308K sold.

Sageworth Trust first reported a position in YUM in Q4 2017 and held it in 3 quarters. The position peaked at $308K in Q3 2025. 1,397 funds tracked by Wall St. Rank hold YUM as of Q4 2025.

  • Sageworth Trust reported no remaining Yum! Brands position as of Q4 2025 after selling out during the quarter.
  • Sageworth Trust sold 2,027 Yum! Brands shares in Q4 2025, an estimated $308K.
  • Sageworth Trust first reported a position in Yum! Brands in Q4 2017 and held it in 3 quarters.
  • Sageworth Trust's Yum! Brands position peaked at $308K in Q3 2025.
  • 1,397 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2025.

Based on Sageworth Trust's 13F filing for Q4 2025, filed 3 Feb 2026.