Shepherd Financial Partners’s Yum! Brands YUM Stock Holding History

Shepherd Financial 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	$240K	Buy	1,501 +8	+0.5%	+$1.24K	0.02%	234
2026 Q1	$232K	Buy	1,493 +4	+0.3%	+$633	0.02%	222
2025 Q4	$225K	Buy	1,489 +3	+0.2%	+$444	0.02%	228
2025 Q3	$226K	Buy	1,486 +3	+0.2%	+$442	0.02%	229
2025 Q2	$220K	Buy	1,483 +4	+0.3%	+$584	0.02%	230
2025 Q1	$233K	Buy	+1,479	New	+$213K	0.03%	217
2024 Q4	–	Sell	-1,473	Closed	-$206K	–	225
2024 Q3	$206K	Buy	+1,473	New	+$196K	0.02%	211
2024 Q2	–	Sell	-1,466	Closed	-$203K	–	221
2024 Q1	$203K	Buy	+1,466	New	+$196K	0.03%	210
2023 Q3	–	Sell	-1,491	Closed	-$207K	–	196
2023 Q2	$207K	Sell	1,491 -147	-9%	-$19.9K	0.03%	182
2023 Q1	$216K	Buy	1,638 +3	+0.2%	+$386	0.04%	174
2022 Q4	$209K	Buy	+1,635	New	+$198K	0.04%	166
2022 Q1	–	Sell	-2,085	Closed	-$289K	–	173
2021 Q4	$289K	Sell	2,085 -163	-7%	-$20.8K	0.05%	136
2021 Q3	$275K	Sell	2,248 -84	-4%	-$10.7K	0.05%	135
2021 Q2	$268K	Sell	2,332 -292	-11%	-$34.4K	0.05%	133
2021 Q1	$284K	Buy	+2,624	New	+$278K	0.06%	124

Other funds holding YUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Shepherd Financial Partners's YUM Position: Q2 2026 in Review

Shepherd Financial Partners increased its Yum! Brands (YUM) stake by 0.54% in Q2 2026, buying an estimated $1.24K and bringing the position to 1,501 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #234.

Shepherd Financial Partners first reported a position in YUM in Q1 2021 and has held it in 15 quarters since. The position peaked at $289K in Q4 2021. 1,434 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

Shepherd Financial Partners held 1,501 shares of Yum! Brands worth $240K as of Q2 2026.
Shepherd Financial Partners bought 8 Yum! Brands shares in Q2 2026, an estimated $1.24K.
Yum! Brands made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #234 holding.
Shepherd Financial Partners first reported a position in Yum! Brands in Q1 2021 and has held it in 15 quarters since.
Shepherd Financial Partners's Yum! Brands position peaked at $289K in Q4 2021.
1,434 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.