Shakespeare Wealth Management’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-7,453
| Closed | -$1.16M | – | 107 |
|
|
2026
Q1 | $1.16M | Buy |
7,453
+28
| +0.4% | +$4.43K | 0.27% | 37 |
|
|
2025
Q4 | $1.12M | Hold |
7,425
| – | – | 0.25% | 40 |
|
|
2025
Q3 | $1.13M | Sell |
7,425
-11
| -0.1% | -$1.62K | 0.26% | 39 |
|
|
2025
Q2 | $1.1M | Hold |
7,436
| – | – | 0.29% | 37 |
|
|
2025
Q1 | $1.17M | Sell |
7,436
-2
| -0% | -$288 | 0.31% | 36 |
|
|
2024
Q4 | $998K | Hold |
7,438
| – | – | 0.27% | 38 |
|
|
2024
Q3 | $1.04M | Buy |
7,438
+6
| +0.1% | +$798 | 0.27% | 38 |
|
|
2024
Q2 | $984K | Sell |
7,432
-32
| -0.4% | -$4.4K | 0.28% | 37 |
|
|
2024
Q1 | $1.03M | Sell |
7,464
-5
| -0.1% | -$668 | 0.3% | 35 |
|
|
2023
Q4 | $976K | Sell |
7,469
-38
| -0.5% | -$4.74K | 0.3% | 35 |
|
|
2023
Q3 | $938K | Buy |
7,507
+52
| +0.7% | +$6.84K | 0.33% | 33 |
|
|
2023
Q2 | $1.03M | Hold |
7,455
| – | – | 0.35% | 31 |
|
|
2023
Q1 | $985K | Hold |
7,455
| – | – | 0.35% | 33 |
|
|
2022
Q4 | $955K | Hold |
7,455
| – | – | 0.35% | 34 |
|
|
2022
Q3 | $793K | Sell |
7,455
-3
| -0% | -$348 | 0.33% | 37 |
|
|
2022
Q2 | $849K | Sell |
7,458
-7
| -0.1% | -$814 | 0.34% | 36 |
|
|
2022
Q1 | $879K | Buy |
7,465
+1
| +0% | +$123 | 0.32% | 36 |
|
|
2021
Q4 | $1.04M | Buy |
7,464
+259
| +4% | +$33.1K | 0.37% | 34 |
|
|
2021
Q3 | $891K | Hold |
7,205
| – | – | 0.34% | 35 |
|
|
2021
Q2 | $966K | Hold |
7,205
| – | – | 0.37% | 34 |
|
|
2021
Q1 | $779K | Hold |
7,205
| – | – | 0.32% | 36 |
|
|
2020
Q4 | $782K | Hold |
7,205
| – | – | 0.34% | 35 |
|
|
2020
Q3 | $658K | Hold |
7,205
| – | – | 0.35% | 38 |
|
|
2020
Q2 | $626K | Hold |
7,205
| – | – | 0.37% | 35 |
|
|
2020
Q1 | $494K | Hold |
7,205
| – | – | 0.34% | 40 |
|
|
2019
Q4 | $726K | Hold |
7,205
| – | – | 0.39% | 39 |
|
|
2019
Q3 | $817K | Hold |
7,205
| – | – | 0.47% | 37 |
|
|
2019
Q2 | $797K | Hold |
7,205
| – | – | 0.51% | 35 |
|
|
2019
Q1 | $719K | Hold |
7,205
| – | – | 0.54% | 30 |
|
|
2018
Q4 | $662K | Hold |
7,205
| – | – | 0.51% | 33 |
|
|
2018
Q3 | $655K | Hold |
7,205
| – | – | 0.51% | 26 |
|
|
2018
Q2 | $564K | Hold |
7,205
| – | – | 0.5% | 25 |
|
|
2018
Q1 | $613K | Hold |
7,205
| – | – | 0.53% | 26 |
|
|
2017
Q4 | $588K | Buy |
+7,205
| New | +$570K | 0.55% | 25 |
|
Other funds holding YUM
Shakespeare Wealth Management's YUM Position: Q2 2026 in Review
Shakespeare Wealth Management sold out of Yum! Brands (YUM) in Q2 2026, closing a stake of 7,453 shares — an estimated $1.16M sold.
Shakespeare Wealth Management first reported a position in YUM in Q4 2017 and held it in 34 quarters. The position peaked at $1.17M in Q1 2025. 1,431 funds tracked by Wall St. Rank hold YUM as of Q2 2026.
- Shakespeare Wealth Management reported no remaining Yum! Brands position as of Q2 2026 after selling out during the quarter.
- Shakespeare Wealth Management sold 7,453 Yum! Brands shares in Q2 2026, an estimated $1.16M.
- Shakespeare Wealth Management first reported a position in Yum! Brands in Q4 2017 and held it in 34 quarters.
- Shakespeare Wealth Management's Yum! Brands position peaked at $1.17M in Q1 2025.
- 1,431 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.
Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.