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SIMA Wealth Partners’s Yum! Brands YUM Stock Holding History

SIMA Wealth 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 		$12K Sell
75
-75
-50% -$11.6K 0.01% 112
2026
Q1 		$23.3K Buy
+150
New +$23.8K 0.02% 98

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

SIMA Wealth Partners's YUM Position: Q2 2026 in Review

SIMA Wealth Partners reduced its Yum! Brands (YUM) stake by 50% in Q2 2026, selling an estimated $11.6K and leaving 75 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #112.

SIMA Wealth Partners first reported a position in YUM in Q1 2026 and has held it in 2 quarters since. The position peaked at $23.3K in Q1 2026. 1,421 funds tracked by Wall St. Rank hold YUM as of Q2 2026.

  • SIMA Wealth Partners held 75 shares of Yum! Brands worth $12K as of Q2 2026.
  • SIMA Wealth Partners sold 75 Yum! Brands shares in Q2 2026, an estimated $11.6K.
  • Yum! Brands made up 0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #112 holding.
  • SIMA Wealth Partners first reported a position in Yum! Brands in Q1 2026 and has held it in 2 quarters since.
  • SIMA Wealth Partners's Yum! Brands position peaked at $23.3K in Q1 2026.
  • 1,421 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.