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Sentry Investment Management’s Yum! Brands YUM Stock Holding History

Sentry Investment Management’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 		– Sell
-623
Closed -$94K – 499
2025
Q4 		$94K Hold
623
– – 0.06% 251
2025
Q3 		$91K Buy
+623
New +$91.7K 0.06% 256
2025
Q1 		– Sell
-1,084
Closed -$145K – 509
2024
Q4 		$145K Buy
1,084
+753
+227% +$102K 0.07% 240
2024
Q3 		$46K Hold
331
– – 0.02% 447
2024
Q2 		$44K Sell
331
-68
-17% -$9.36K 0.02% 426
2024
Q1 		$55K Hold
399
– – 0.02% 420
2023
Q4 		$52K Sell
399
-1,229
-75% -$153K 0.02% 438
2023
Q3 		$203K Sell
1,628
-239
-13% -$31.4K 0.1% 213
2023
Q2 		$259K Hold
1,867
– – 0.1% 221
2023
Q1 		$247K Hold
1,867
– – 0.1% 220
2022
Q4 		$239K Hold
1,867
– – 0.11% 212
2022
Q3 		$199K Hold
1,867
– – 0.09% 225
2022
Q2 		$212K Sell
1,867
-364
-16% -$42.3K 0.1% 216
2022
Q1 		$264K Sell
2,231
-375
-14% -$46.2K 0.08% 237
2021
Q4 		$362K Hold
2,606
– – 0.1% 219
2021
Q3 		$319K Sell
2,606
-381
-13% -$48.3K 0.09% 229
2021
Q2 		$344K Hold
2,987
– – 0.09% 230
2021
Q1 		$323K Sell
2,987
-14,264
-83% -$1.51M 0.09% 234
2020
Q4 		$1.87M Hold
17,251
– – 0.09% 209
2020
Q3 		$1.57M Hold
17,251
– – 0.09% 213
2020
Q2 		$1.5M Buy
+17,251
New +$1.47M 0.09% 224
2020
Q1 		– Sell
-18,630
Closed -$1.88M – 487
2019
Q4 		$1.88M Hold
18,630
– – 0.11% 195
2019
Q3 		$2.11M Hold
18,630
– – 0.14% 182
2019
Q2 		$2.06M Buy
+18,630
New +$1.93M 0.14% 177
2018
Q3 		– Sell
-15,069
Closed -$1.18M – 466
2018
Q2 		$1.18M Buy
+15,069
New +$1.26M 0.08% 261
2017
Q4 		– Sell
-14,363
Closed -$1.06M – 512
2017
Q3 		$1.06M Hold
14,363
– – 0.04% 309
2017
Q2 		$1.06M Sell
14,363
-10,076
-41% -$701K 0.04% 310
2017
Q1 		$1.56M Sell
24,439
-1,147
-4% -$74.7K 0.06% 242
2016
Q4 		$1.62M Sell
25,586
-14,327
-36% -$900K 0.07% 233
2016
Q3 		$2.61M Sell
39,913
-1,651
-4% -$105K 0.11% 158
2016
Q2 		$2.48M Sell
41,564
-2,787
-6% -$164K 0.11% 148
2016
Q1 		$2.61M Sell
44,351
-926
-2% -$48.6K 0.12% 140
2015
Q4 		$2.38M Buy
45,277
+1,894
+4% +$98.9K 0.11% 150
2015
Q3 		$2.49M Hold
43,383
– – 0.12% 137
2015
Q2 		$2.81M Buy
43,383
+1,621
+4% +$103K 0.13% 139
2015
Q1 		$2.36M Buy
41,762
+8,902
+27% +$486K 0.11% 149
2014
Q4 		$1.72M Hold
32,860
– – 0.08% 180
2014
Q3 		$1.7M Sell
32,860
-3,399
-9% -$181K 0.09% 172
2014
Q2 		$2.12M Buy
36,259
+3,014
+9% +$168K 0.11% 157
2014
Q1 		$1.8M Hold
33,245
– – 0.09% 168
2013
Q4 		$1.81M Buy
33,245
+5,564
+20% +$286K 0.1% 162
2013
Q3 		$1.42M Buy
27,681
+13,354
+93% +$693K 0.08% 185
2013
Q2 		$714K Buy
+14,327
New +$709K 0.04% 219

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sentry Investment Management's YUM Position: Q1 2026 in Review

Sentry Investment Management sold out of Yum! Brands (YUM) in Q1 2026, closing a stake of 623 shares — an estimated $94K sold.

Sentry Investment Management first reported a position in YUM in Q2 2013 and held it in 43 quarters. The position peaked at $2.81M in Q2 2015. 1,444 funds tracked by Wall St. Rank hold YUM as of Q1 2026.

  • Sentry Investment Management reported no remaining Yum! Brands position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 623 Yum! Brands shares in Q1 2026, an estimated $94K.
  • Sentry Investment Management first reported a position in Yum! Brands in Q2 2013 and held it in 43 quarters.
  • Sentry Investment Management's Yum! Brands position peaked at $2.81M in Q2 2015.
  • 1,444 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.