SWA
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Sax Wealth Advisors’s Yum! Brands YUM Stock Holding History

Sax Wealth Advisors’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 		$268K Buy
1,724
+259
+18% +$40.1K 0.01% 468
2026
Q1 		$222K Sell
1,465
-38
-3% -$6.02K 0.01% 454
2025
Q4 		$227K Buy
+1,503
New +$223K 0.01% 455

Other funds holding YUM

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Sax Wealth Advisors's YUM Position: Q2 2026 in Review

Sax Wealth Advisors increased its Yum! Brands (YUM) stake by 18% in Q2 2026, buying an estimated $40.1K and bringing the position to 1,724 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #468.

Sax Wealth Advisors first reported a position in YUM in Q4 2025 and has held it in 3 quarters since. 283 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • Sax Wealth Advisors held 1,724 shares of Yum! Brands worth $268K as of Q2 2026.
  • Sax Wealth Advisors bought 259 Yum! Brands shares in Q2 2026, an estimated $40.1K.
  • Yum! Brands made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #468 holding.
  • Sax Wealth Advisors first reported a position in Yum! Brands in Q4 2025 and has held it in 3 quarters since.
  • 283 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.